Commercial Lending Assistant

Wilson Bank & Trust; United States; Presencial; USD 40 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Total compensation package

All-inclusive benefits

Employee Assistance Program

Paid time off and personal days

Resumo da oferta

Wilson Bank & Trust is seeking a Commercial Lending Assistant to provide administrative and operational support to the lending team in Lebanon, TN. You will assist customers with loan applications, gather documentation, and help prepare disclosures to facilitate closings.

You will liaise with underwriters, processors, and lenders to ensure complete, compliant files and timely closings. This role emphasizes customer service, accuracy, and teamwork within a community-focused bank.

Qualificações

• High School diploma or GED is required.
• 1 year of banking experience preferred.
• Knowledge of lending regulations and compliance is preferred.
• Proficient with Microsoft Office and standard software applications.
• Ability to obtain and maintain Notary Public license for document notarization.
• Ability to manage multiple projects and meet deadlines.

Responsabilidades

• Provide administrative and operational support to the lending team.
• Assist customers with the loan application process and gather required documentation.
• Respond to customer issues and escalate when needed to improve service.
• Organize and maintain loan documentation and ensure regulatory compliance.
• Coordinate with underwriters, processors, and lenders to meet requirements.
• Serve as a liaison between lenders, customers, realtors, attorneys, and internal teams.
• Manage schedules for lenders and assist in loan closings.
• Generate reports to monitor loan statuses and assist decision-making.
• Refer banking products and services when appropriate.
• Maintain knowledge through education and professional networks.

Conhecimentos

Attention to detail

Verbal and written communication

Analytical ability

Problem-solving

Time management

Discretion and confidentiality

Collaboration

Self-motivation

Multi-tasking

Formação académica

High School diploma or GED

Ferramentas

Microsoft Office

Notary Public license

Descrição da oferta de emprego

Its fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.

Commercial Lending Assistant Location: Lebanon, TN

If you're looking for a career where purpose meets opportunity, and where your contributions truly make a difference, Wilson Bank & Trust is the place for you.

ABOUT US

Working at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand.

The commitment to serving communities is matched by dedication to supporting employees-through recognition, rewards, and opportunities to grow.

Inside our walls, you'll find a workplace that reflects the same trusted reputation we've built since the beginning.

Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated.

Your voice matters here-feedback drives decisions on workplace flexibility, transparency, and strategic priorities.

ABOUT THE POSITION

Be the Guide for Life's Big Decisions

Imagine sitting across from a family ready to buy their first home or a business owner planning to expand.

In a Lending role at Wilson Bank & Trust, you're more than a banker-you’re a trusted friend who helps turn dreams into reality.

Every conversation is an opportunity to guide someone through milestones that shape their future, from purchasing a home to growing a business.

You'll build relationships that go beyond transactions, becoming the person customers rely on for clarity and confidence in complex financial decisions.

Over time, you'll see those dreams come to life-homes filled with laughter, businesses thriving in your community—and know you played a part in it.

Its about being a cornerstone in your community, offering expertise and empathy while partnering with teams across the bank to deliver solutions that matter.

Your career grows alongside the people you serve, and together, you'll write stories of progress and possibility that last for generations.

Position Summary

The Commercial Lending Assistant I provides administrative and operational support to the lending team. This position assists customers with the loan application process, follows up on outstanding needs, and prepares documents and disclosures to facilitate the closing process. The Commercial Lending Assistant I reports to the Regional President with a dotted line reporting relationship to the Lending Support and Development Manager. This position provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission.

Position Duties & Responsibilities

• Provide administrative and operational support to the lending team
• Assist customers with the loan application process to include collecting required documentation and facilitating completeness and accuracy
• Respond to customer issues or concerns, recognizing when escalation is needed to improve the customer experience
• Organize and maintain loan documentation, verifying files are complete, current, and compliant with regulatory requirements, internal policies and industry best practices
• Collaborate with underwriters, processors, and lenders to confirm requirements for loan approval are met
• Serve as a liaison between lenders, customers, realtors, attorneys, and internal teams, maintaining effective communication throughout the loan process
• Manage appointment schedules for lenders and assist in coordinating meetings and loan closings
• Generate and maintain reports to monitor the status of loan applications, identify potential issues, and support decision making
• Collaborate with lenders on contacting past-due customers to assist in facilitating payments and resolving delinquencies
• Monitor loan maturity dates and proactively notify lenders of upcoming maturities
• Utilize various systems including CRS Data, JD Power, and Secretary of State filings for due diligence and reporting
• Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks
• Attend training as requested
• Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
• Participate in outside community activities as required
• Perform other duties as assigned

Required Qualifications

• High School diploma or GED
• 1 year of previous banking experience preferred
• Knowledge of lending regulations, compliance and industry best practices preferred
• Proficient with Microsoft Office and other standard software applications
• Ability to obtain and maintain a current Notary Public license for document notarization
• Ability to work on multiple projects simultaneously while accomplishing daily tasks and meeting deadlines
• Effective verbal and written communication skills
• Excellent interpersonal skills
• Analytical ability
• Critical thinking and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work independently while demonstrating excellent organization and follow through
• Demonstrate flexible and efficient time management and ability to prioritize workload
• Ability and willingness to work with purpose and a strong sense of urgency
• Self-motivated, positive, and enthusiastic
• Self-starter with a strong desire to exceed expectations
• Maintain confidentiality discretion
• Ability to effectively work in collaboration with others to achieve business objectives
• Willing to grow and be challenged

COMPREHENSIVE BENEFITS & RECOGNITION

• We believe success should be acknowledged and celebrated.
• That’s why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more.
• Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most.
• We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide.

GROW WITH US

Grow With Us is more than a slogan, it's an invitation.

Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT.

We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.

Wilson Bank & Trust is more than a just a bank, we're a community-focused, people-first organization committed to supporting both our customers and our employees.

As an independent, community-based bank, we combine big-bank resources with hometown service, creating a workplace where you can build meaningful relationships, grow your career, and make a real impact every day.