Commercial Loan Assistant

German American Bank; Cincinnati (OH); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k) match

Life insurance

Paid time off

Holidays

Parental leave

Education assistance

Wellness benefits

Free checking account

Discounts

Job summary

German American Bank in Cincinnati, OH is seeking a Commercial Loan Assistant to support lenders and customers throughout the loan process. You’ll gather preliminary information, handle daily inquiries, and schedule document signings, while ensuring accuracy and confidentiality.

The role emphasizes teamwork, strong communication, and independent problem solving to facilitate smooth loan closings. Proficiency in MS Office is required, with bilingual ability considered a bonus.

Qualifications

• Ability to communicate effectively (written and verbal), maintain confidentiality, work with speed and accuracy.
• Proficiency with Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).

Responsibilities

• Assist lenders by obtaining preliminary information and handling daily customer inquiries.
• Set up appointments for signing documents and review closing checklists with customers.
• Communicate with customers and internal teams from initial contact to final execution.
• Flag sensitive matters such as overdrafts and past due payments to appropriate parties.

Skills

Communication

Confidentiality

Attention to detail

Technical aptitude

Teamwork

Tools

Microsoft Office

Job description

Overview

As a Commercial Loan Assistant, you’ll provide support for multiple Commercial Lenders as well as working directly with customers. You’ll uphold the bank's high standard of excellence as the customer’s go-to person, encouraging customers to call anytime with whatever needs they may have. With a limited degree of supervision, you are a problem solver, independently handling a wide range of administrative tasks, and so much more.

What You’ll Do

Day in the Life – You’ll provide excellent support to lenders, allowing them to concentrate their time on sales and new business. Your support includes obtaining preliminary information needed by the lender, assisting with daily customer activities and inquiries, and setting up appointments for the signing of documents. You also work directly with customers. Communication is key as you support the lender and customer from the beginning, obtaining preliminary information, all the way through the end, reviewing documents, such as the closing checklist and other documentation for proper execution. Yours are the final set of eyes, making sure all elements of the transactions are obtained. Other customer contact may include collecting information needed by the lender, credit analyst team, or attorneys, and contacting clients about sensitive matters, including overdrafts and past due payments.

What it Takes

Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.

Proficiency in: Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)

Bonus Points:

• Bilingual
• Knowledge of Banking, especially in the commercial area

What We Can Offer You

• Medical, dental, vision, STD, LTD, Life insurance, etc.
• 17 days paid time off, 11 paid holidays, and bereavement leave
• Education Assistance Program
• Paid Parental Bonding Leave
• Wellness benefits
• Life event coverage
• Service awards
• Financial benefits including 401(k) match, stock purchase plan and more
• Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping
• Logo wear discounts
• Free checking account, checks and discounted bank services

About Us

Heartland Bank, a Division of German American Bancorp, and its family of financial services companies employ talented, compassionate people throughout the organization, truly making German American special. Delivering genuine, customized, personal service with a focus on truly serving customers and communities well, our employees bring the Shield of Excellence commitment to life with each and every interaction.

German American Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (pregnancy, sexual orientation, or gender identity), age (40 or older), national origin, genetic information, veteran status, disability, or any other basis protected by law.

German American is committed to the full inclusion of all qualified individuals. As part of this commitment, if you require reasonable accommodation in completing the application process, interviewing, or completing any pre-employment testing, please direct your inquiries to our Talent Acquisition team at 812-482-0717 or [e-mail].

German American employees are required to adhere to laws and regulations applicable to banks and to German American policies and procedures. Applicants should expect to complete necessary pre-employment screening pursuant to this laws, regulations, and policies.