Commercial Loan Support Specialist

United Community Bank; Athens (GA); On-site; USD 27,000 - 38,000; Full time

Job summary

United Community Bank is seeking a Commercial Loan Operations Assistant to support Commercial Relationship Managers and loan production processes in a fast-paced banking environment. The role involves collecting information for underwriting, preparing communications, and assisting with closings and post-close tasks.

You will work with CRM, loan closers, underwriters, and counsel to ensure accurate documentation, timely actions, and high-quality service to internal and external customers.

Qualifications

• 2+ years of credit or customer service experience in the financial services industry.
• Commercial loan experience preferred.
• Strong interpersonal, verbal, and written communication skills.
• Working knowledge of federal and state banking regulations.
• Attention to detail.
• Strong problem solving and critical thinking skills without direct guidance.

Responsibilities

• Provide sales and administrative assistance to Commercial Relationship Managers and other partners.
• Support new and renewed loan production by collecting, ordering, and tracking information required for accurate risk assessment and underwriting: UCC searches, appraisals, environmental assessments, Know Your Customer, survey, leases, organizational documents, insurance, ownership, OFAC.
• Assist with preparation of written communication on behalf of the CRM to include commitment letters, term sheets, thank you notes, etc.
• Complete the Credit Lens Loan Worksheet, confirming agreement with final approval documents, to engage the Commercial Loan Closer.
• Assist CRM by monitoring reporting and identifying where action needs to be taken (maturities, auto-renew LC, insurance, real estate taxes).
• Provide outstanding service and respond to requests from internal and external customers.
• Collect customer financial statements, load to Credit Lens, and ensure timely delivery as required by loan agreement.
• Collaborate with CRM, Commercial Loan Closer, Underwriter, Doc Prep and/or outside counsel on loan closings; collect executed documents from CRM and submit.
• Submit customer maintenance requests to Loan Operations for completion.
• Transfer and assign notes; facilitate ongoing disbursement requests including coordination with Construction Administration.
• Complete assigned Post-Close tasks in Credit Lens; manage WIP files; resolve critical and material exceptions.
• Participate in all required compliance training and other education events as assigned.
• Adhere to Corporate policies and procedures; exemplify the bank’s vision and culture.
• Provide world-class service to internal and external customers with urgency and a positive attitude.
• Take ownership of other duties as assigned.

Skills

Customer service

Attention to detail

Communication skills

MS Office

Education

High School Diploma or equivalent

Tools

MS Office Suite

Job description

United Community Bank is seeking a Commercial Loan Operations Assistant to support Commercial Relationship Managers and loan production processes in a fast-paced banking environment. The role involves collecting information for underwriting, preparing communications, and assisting with closings and post-close tasks.

You will work with CRM, loan closers, underwriters, and counsel to ensure accurate documentation, timely actions, and high-quality service to internal and external customers.