Commercial Loan Assistant

First Bank, Upper Michigan; Marquette (MI); Presencial; USD 36.000 - 48.000; Jornada completa

Descripción de la vacante

First Bank is seeking a Commercial Loan Assistant to support our commercial lenders. This on-site role based in Escanaba, MI, or Marquette, MI, involves preparing and reviewing loan documents, assisting with closings, and ensuring accurate loan servicing throughout the lifecycle.

You will work directly with customers to gather information and provide timely loan status updates. Ideal candidates have a Bachelor's degree in finance or business (or equivalent experience), familiarity with

Formación

• Bachelor's degree preferred or equivalent experience. Previous loan experience preferred.
• Notary authorization is required or must be obtained.
• Strong clerical and numerical skills with confidentiality.

Responsabilidades

• Acquire and prepare commercial loan documentation and maintain loan files.
• Provide courteous, knowledgeable customer service in person, by phone, and in writing.
• Perform admin tasks as directed by loan officers and support staff; assist with loan closings and servicing.

Conocimientos

Clerical skills

Excel

Notary

Customer service

Organizational skills

Educación

Bachelor's degree in finance or business

Herramientas

Word

Excel

Descripción del empleo

Company Description

First Bank is a locally based community bank with seven offices serving Upper Michigan, offering a full range of commercial and retail banking products and services, as well as an Investment Management Group. The organization is committed to quality customer service and reflects this commitment through its dedicated employee team. First Bank focuses on making a positive difference for customers while actively giving back to the communities it serves. The bank emphasizes a people‑first culture that values customers, employees, and communities alike. First Bank is a Member FDIC and provides a stable, community‑oriented environment for banking professionals.

Role Description:

The Commercial Loan Assistant is a full‑time, on‑site role based in Escanaba, MI, or Marquette, MI. This role supports commercial lenders by preparing, reviewing, and organizing loan documents, assisting with loan closings, and ensuring accurate loan servicing throughout the loan lifecycle. The Commercial Loan Assistant will work directly with customers to gather required information, respond to inquiries, and provide timely updates on loan status. Daily responsibilities include data entry into loan systems, maintaining electronic and paper loan files, coordinating with internal departments, and helping ensure compliance with bank policies and regulatory requirements. The role involves regular interaction with commercial bankers and operations staff to support efficient, customer‑focused loan processes.

Description

This position will be on‑site at one of our Escanaba or Marquette offices.

SUMMARY:

Performs clerical and administrative duties for commercial lenders. Must know internal lending policies and procedures, as well as county, state, and federal regulations.

ESSENTIAL FUNCTIONS:

• Acquire information related to commercial loan origination and prepare loan documentation. Create and maintain loan files.
• Provide courteous, knowledgeable, and professional customer service in person, by phone, and in response to written inquiries.
• Perform administrative and clerical tasks as directed by loan officer(s) and assist other loan support and officers as needed.
• Comply with all requirements, policies, and procedures of the Bank Secrecy Act (BSA) and attend all mandatory BSA training as needed for this position. Additionally, complete all required compliance and regulatory training, including BSA.
• Assume and accomplish other duties as assigned.

REQUIREMENTS:

• Must exhibit a high level of assistance, reliability, and self‑motivation.
• Ability to work with a variety of personnel, customers, and businesses.
• Excellent clerical skills along with numerical aptitude required.
• Excellent organization and follow‑through skills are necessary.
• Working knowledge of computers and software, including Word and Excel, is necessary. Ability to use general office equipment is necessary.
• Must be or become a Notary.
• Must exhibit professionalism and maintain confidentiality at all times.

REQUIRED/PREFERRED EDUCATION & EXPERIENCE:

Bachelor's degree in finance, business, or other related field preferred or equivalent experience. Previous loan experience preferred.

WORK ENVIRONMENT:

This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

POSITION TYPE AND EXPECTED HOURS OF WORK:

This is a full‑time position. Days and hours of work are Monday through Friday, 8:15 a.m. to 5:15 p.m. Occasional evening and weekend work may be required as job duties demand.

PHYSICAL DEMANDS:

The position may require the individual to perform repetitive motions while operating equipment such as a keyboard, calculator, or other bank/office‑related machinery. While performing duties, the employee may have to lift and/or move up to 25 pounds. Position requirements may be, but are not limited to, walking, standing, sitting, bending, talking, hearing, and communicating. These physical demands are representative of those required to successfully perform the essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential job functions.

ADDITIONAL REQUIREMENTS:

• A valid driver’s license and ability to be insured are required if driving.
• Position requires attendance at meetings.
• Some travel is expected for this position. However, travel is primarily local and during the business day.
• Employees are responsible for maintaining and organizing their work area and, in cooperation with others, shared areas.

Note that this Job Description is not designed to cover or contain a comprehensive listing of duties or responsibilities. Duties, responsibilities, and activities may change with or without notice.

Management has approved this Job Description.

First Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

First Bank has an Affimative Action Plan as required by its status as a Federal Contractor. Description