Commercial Loan Assistant - Drive Community Growth

Orlando Credit Union; Florida; On-site; USD 42,000 - 68,000; Full time

Job summary

Orlando Credit Union in Casselberry, FL is seeking a Commercial Loan Assistant to support the full lifecycle of commercial loans, from application through closing and post‑closing servicing. You will collaborate with loan officers, members, and partners to ensure accurate processing and compliant documentation.

This role suits a detail‑oriented financial professional who thrives in a collaborative environment and delivers exceptional member service.

Qualifications

• 2-4 years of prior experience in commercial loan operations or closing.
• Associate degree (AA) or equivalent from a college or technical school.
• Experience with branch operations and compliance regulations.
• Strong interpersonal and written communication skills.
• Basic math skills; ability to calculate interest and balance accounts.

Responsibilities

• Serve as a key operational partner to Commercial and Small Business Loan Officers by supporting the full lifecycle of commercial loans—from application through closing and post-closing servicing.
• Prepare, review, and process a wide range of loan documentation, including new originations, renewals, modifications, extensions, and payoffs, ensuring adherence to approved terms and regulatory requirements.
• Coordinate loan closings with attorneys, title companies, insurance providers, and vendors to ensure timely and accurate completion.
• Execute loan transactions such as disbursements, advances, and paydowns while maintaining accurate system records and reconciling general ledger accounts.
• Maintain and audit loan files, systems, and documentation for completeness, accuracy, and compliance throughout the loan lifecycle.
• Monitor collateral and due diligence requirements, including appraisals, insurance, tax documents, and UCC filings, ensuring compliance standards are met.
• Track and manage tickler systems, exception reports, and required documentation to resolve deficiencies.
• Support onboarding of commercial members by introducing products and services and ensuring a seamless member experience.
• Monitor loan portfolios for compliance, performance, and risk indicators.

Skills

Commercial loan operations

Customer service

Attention to detail

Regulatory compliance

Communication skills

Education

AA or equivalent

Job description

Orlando Credit Union in Casselberry, FL is seeking a Commercial Loan Assistant to support the full lifecycle of commercial loans, from application through closing and post‑closing servicing. You will collaborate with loan officers, members, and partners to ensure accurate processing and compliant documentation.

This role suits a detail‑oriented financial professional who thrives in a collaborative environment and delivers exceptional member service.