Commercial Loan Assistant

Peoples-Trust-Company; St. Albans (VT); Hybrid; USD 42,000 - 56,000; Full time

Benefits offered by this job

Hybrid schedule

Job summary

Peoples Trust Company in Vermont is seeking an Administrative Support Specialist for Commercial Lending. You will assist the Lending Supervisor and staff by reviewing loan documents, handling inquiries, and performing a range of clerical tasks to support the loan process.

The role emphasizes customer service, accuracy, and initiative in a fast-paced banking environment with hybrid remote/on-site scheduling.

Qualifications

• Education: High school diploma or equivalent is required. College degree is preferred with concentration in business and/or accounting.
• Experience: Two years of lending, accounting, and/or general banking background with experience in customer relationship management and a working knowledge of deposit and loan products is preferred.

Responsibilities

• Provides administrative support to the Commercial Lending Supervisor and staff by reviewing loan documentation and completing tasks.
• Directly communicates with customers to answer questions and solve concerns related to the commercial lending process.
• Assists with monitoring and closing of commercial applications/renewals.
• Provides research assistance on loan documentation and reporting.
• Supports departments requiring information about commercial loans.

Skills

Analytical skills

Customer service

Organizational skills

Effective communication

Initiative

Education

High school diploma

College degree preferred

Tools

Loan software system

Microsoft Office

Job description

Position Overview:

Provides direct assistance and support to the Commercial Lending Supervisor and Commercial Lending staff. Provides excellent customer service by responding to customer inquiries and requests with a high degree of professionalism, accuracy, and appropriate follow through with Commercial Lending team.

Responsibilities/Duties:

• Provides administrative support to the Commercial Lending Supervisor and Commercial Lending staff by reviewing/completing loan documentation, assisting customers, and performing a variety of administrative tasks.
• Provides excellent customer service by directly communicating with customers (internal and external) to answer questions and solve concerns as it relates to the commercial lending process.
• Assists the Commercial Lending Supervisor and Commercial Lending staff with monitoring and closing of commercial applications/renewals.
• Provides research assistance to the Commercial Lending staff with regards to loan documentation and reporting.
• Provides assistance in annual review process directly under the guidance of the Commercial Lending Supervisor and Underwriting/Asset Quality Manager.
• Provides support for all departments requiring information about commercial loans.
• Provides support for numerous participation programs including VEDA, SBA and FSA, including required servicing and monitoring.
• Adherence to the Bank Secrecy Act and all other laws and regulations that pertain to the job function.
• Assumes other responsibilities as assigned.

Requirements

Knowledge/Skills/Experience Required:

Education: High school diploma or equivalent is required. College degree is preferred with concentration in business and/or accounting.

Experience: Two years of lending, accounting, and/or general banking background with experience in customer relationship management and a working knowledge of deposit and loan products is preferred.

Skills Required:

Strong analytical and decision making skills.

Strong organizational skills to maintain work in a fast paced environment.

Excellent communication skills with a focus on accuracy, clarity, and customer service.

Must demonstrate high level of initiative and ownership in completing tasks.

Ability to retain and apply various policies/procedures/regulations.

Ability to work in a fast paced environment under pressure.

Physical Demands/Conditions Required:

General Office/Bank Environment with hybrid remote and onsite schedule available

Equipment Used:

General office/bank equipment. Manuals/charts, loan software system, Fiserv, internet, Outlook, All Microsoft Office products.

Hours are 8am- 4:30pm- M-F

Peoples Trust Company is an Equal Opportunity Employer - Minorities/Females/Vets/Disabled