Commercial Loan Support Specialist

United Community; Columbia (SC); On-site; USD 26,000 - 39,000; Full time

Job summary

United Community in Columbia, SC is seeking a Commercial Loan Assistant (LOA) to support Relationship Managers and Loan Closers in the commercial lending process. This role focuses on gathering documentation, coordinating with partners, and ensuring timely information flow to enable accurate risk assessment and underwriting.

The successful candidate will have at least a high school diploma, 2+ years in credit or customer service within financial services, strong communication, and proficiency

Qualifications

• High School Diploma or equivalent.
• 2+ years of credit or customer service experience in the financial services industry.
• Commercial loan experience preferred.
• Strong interpersonal, verbal, and written communication skills.
• Excellent telephone and customer service skills.
• Proficient in MS Office Suite, including Outlook, Word, and Excel.
• Working knowledge of federal and state banking regulations.
• Attention to detail.
• Strong problem solving and critical thinking skills without direct guidance.
• Demonstrate strong organization and time management skills and the ability to balance competing priorities to meet multiple deadlines.

Responsibilities

• Provide sales and administrative assistance to Commercial Relationship Managers (CRM) and other partners.
• Support new and renewed loan production by collecting, ordering, and tracking information required for accurate risk assessment and underwriting.
• 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, including maturities and related items.
• Provide outstanding service and respond to requests from internal and external customers.
• Collect customer financial statements as required by the loan agreement and load to Credit Lens.
• Collaborate with CRM, Commercial Loan Closer, Underwriter, Doc Prep and/or outside counsel on loan closings; collect executed documents.
• Submit customer maintenance requests to Loan Operations for completion.
• Transfer and assign notes and manage disbursement requests with Construction Administration.
• Complete assigned Post-Close tasks in Credit Lens and manage WIP files.
• Resolve critical and material exceptions as assigned.
• Participate in required compliance training and other education events as assigned.

Skills

Credit experience

Customer service

Communication skills

MS Office

Attention to detail

Time management

Education

High School Diploma or equivalent

Tools

MS Office Suite (Outlook, Word, Excel)

Job description

United Community in Columbia, SC is seeking a Commercial Loan Assistant (LOA) to support Relationship Managers and Loan Closers in the commercial lending process. This role focuses on gathering documentation, coordinating with partners, and ensuring timely information flow to enable accurate risk assessment and underwriting.

The successful candidate will have at least a high school diploma, 2+ years in credit or customer service within financial services, strong communication, and proficiency