Commercial Lending Assistant

Ontario Trillium Foundation; Mandeville (LA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401(k) with Employer Match

Paid Time Off

Tuition and Professional Development

Job summary

Ontario Trillium Foundation seeks a detail-oriented Lending Assistant to support loan officers with secretarial tasks, loan processing, and customer service. You will manage files, coordinate closings, and ensure accurate documentation across the loan pipeline.

The role requires familiarity with lending processes, strong communication, and the ability to multitask in a busy environment. Proficiency with loan software is preferred and collaboration with third parties is essential.

Qualifications

• High school diploma or equivalent required.
• Bachelor’s degree in Business, Finance, or related field preferred.
• Experience with lending software and loan processes highly desirable.

Responsibilities

• Provide secretarial and administrative support for loan officers.
• Manage workflow to move loans through the pipeline efficiently.
• Schedule appointments and closings for loan officers.
• Prepare loan checklists and establish loan files.
• Track annual reviews and renewals for loans.
• Prepare tickets and loan documents for booking.
• Assist customers with questions and issues; respond promptly to stakeholders.
• Coordinate with attorneys, appraisers, and title companies.

Skills

Communication

Detail oriented

Organization

Multitasking

Time management

Analytical thinking

Education

High school diploma or equivalent

Bachelor’s degree in Business/Finance

Tools

HorizonXE

FDM

ImageCenter

LaserPro

Job description

Position Summary:

Responsible for performing various secretarial and administrative functions to support loan officers, facilitate loan closings, and provide excellent customer service. In addition, assists with portfolio management for assigned loan officers.

Job Responsibilities:

• Provide secretarial and administrative support for assigned loan officer(s)
• Manage the workflow process the ensure loans move through the pipeline efficiently
• Manage scheduling of appointments and closings for assigned loan officer(s)
• Prepare and work through items on loan checklists
• Establish and maintain loan files
• Track and manage annual reviews and renewals
• Prepare tickets and loan documents for booking
• Assist customers with problems and concerns
• Process loan payments
• Assist lenders in collecting customer financial information, and information required to complete loan applications and correct exceptions
• Coordinate with third parties such as attorneys, appraisers, and title companies
• Process documents received for each file to verify accuracy and completeness
• Provide timely responses to customers, loan officers, and third-party vendors
• Establish and maintain relationships with customers, fellow employees, and third-party vendors
• Correspond with insurance companies and maintain updated insurance
• Order appraisals
• Assist customers and/or branch personnel as needed with questions pertaining to loan information
• Consistently support the Bank and its core values
• Follow all policies and procedures
• Additional duties may be assigned by supervisor

Requirements:

• High school diploma or equivalent
• 2+ years experience as a Commercial Lending Assistant
• Bachelor’s degree in Business, Finance, or related field preferred
• Experience using HorizonXE, FDM, and ImageCenter preferred
• Experience using LaserPro Preferred
• Knowledge of lending principles and practices
• Knowledge of basic accounting processes and procedures
• Understanding of lending rules and regulations
• Detail oriented
• Excellent verbal, written, and interpersonal communication skills
• Ability to handle multiple tasks and deadlines, with frequent interruptions
• Strong ability to organize and prioritize work, and manage time effectively
• Able to operate a computer and navigate software
• Exceptional customer service skills
• Strong analytical and problem-solving skills
• Ability to follow directions, comprehend new training, and adapt to changes in policy and procedures

Benefits:

• Medical, Dental, and Vision Insurance
• Company Provided Life and Disability Insurance
• Paid Time Off
• 401(k) with Employer Match
• Tuition and Professional Development Assistance