About The Role
This role supports Relationship Managers throughout the commercial lending process, combining customer service for lending clients with internal loan processing and portfolio administration. You'll coordinate with customers, Relationship Managers, internal departments, and external partners to keep loan processing timely and accurate. The team is looking to fill this position as soon as possible.
What You’ll Do
Loan Origination & Documentation
- Support Relationship Managers through new loan originations, renewals, closings, and portfolio administration
- Prepare loan proposals, commitment letters, and other lending documentation
- Prepare loan documents using LaserPro software or coordinate documentation with outside legal counsel
- Coordinate loan closings and order appraisals, title work, flood searches, and other required documentation
- Ensure loan documents are properly executed, filed, and recorded, including mortgages and UCC filings
- Process loan disbursement requests and forward completed loan packages to the loan servicing team for system booking
Portfolio & Account Maintenance
- Follow up on outstanding documentation, financial exceptions, and other loan requirements
- Help set up customer payment arrangements, including automatic payments
- Monitor loan maturity reports, delinquencies, daily NSF activity, and other account maintenance requirements
- Assist with loan portfolio reviews, delinquency collections, and matured loan follow-ups
- Support month-end and other administrative reporting
Customer Service & Administration
- Respond to customer and branch inquiries about loan and deposit services, research issues, and coordinate resolutions with the right departments
- Participate in client calls, schedule appointments, and maintain calendars
- Coordinate with internal teams and external partners to support timely loan processing and customer service
- Maintain organized loan files and ensure compliance with banking documentation, policies, and procedures
- Complete required training, including BSA and anti-money laundering (AML)
- Handle general administrative duties, including ordering departmental supplies and supporting office equipment needs
- Maintain regular and reliable attendance
What You Bring
- High school diploma or GED
- 3+ years of administrative support experience within a lending department
- Experience with consumer or commercial loan processes (commercial lending concepts and loan documentation preferred)
- Understanding of loan documentation requirements, closing coordination, appraisals, title work, and related lending procedures
- Strong attention to detail and accuracy in preparing, reviewing, and maintaining loan documentation
- Proficiency in Microsoft Word, Excel, Outlook, and internet-based research
- Strong verbal and written communication skills
- Ability to provide excellent customer service while working with internal teams and external partners
- Strong organizational skills and the ability to manage multiple priorities and deadlines
- NMLS certification may be required or obtained upon hire
Additional Information
E-Verify is used to confirm the identity and employment eligibility of newly hired employees.