Lending Assistant

United Bank; Shallotte (NC); On-site; USD 38,000 - 52,000; Full time

Job summary

United Bank is seeking a Lending Assistant in Shallotte, NC to support Commercial Lending clients and prospects. You will prepare loan summaries for Loan Committees, assist with loan documentation, and help credit analysts with financial spreadsheets.

The role involves performing administrative tasks, maintaining credit files, and coordinating with outside counsel when needed. Strong customer service, multitasking, and MS Office skills are essential to succeed in this fast-paced banking

Qualifications

• High School Diploma or equivalent required.
• Minimum two years of banking experience preferred.
• Proficiency in Microsoft Office products required.
• Strong verbal and written communication skills required.
• Ability to demonstrate strong customer service, multitasking and flexibility.

Responsibilities

• Perform a wide variety of administrative tasks for the Market President and/or Commercial Lender, including data gathering, credit files, title reports/lien searches/flood certificates, and UCC filings.
• Prepare and review loan documentation for accuracy and compliance using Commercial Connect; coordinate with outside counsel if needed.
• Uphold high levels of client service; handle requests including loan advances, pay-outs, transfers, and issues resolution.
• Analyze data to support client lending activities.
• Assist with loan disbursements and market meetings as needed.
• Enter and maintain client data in Commercial Connect and Sales Management systems; clear loan exceptions and financial reporting as needed.

Skills

Microsoft Office

Communication

Customer Service

Multitasking

Flexibility

Education

High School Diploma

Tools

Commercial Connect

Sales Management system

Job description

JOB SUMMARY:

The Lending Assistant provides customer service and support to Commercial Lending customers and prospects. This position is responsible for preparing loan summaries for presentation to the Loan Committees, performs loan administration duties and helps prepare loan documentation, and may assist credit analysts with financial spreadsheets functions.

Job Description

The Lending Assistant provides customer service and support to Commercial Lending customers and prospects. This position is responsible for preparing loan summaries for presentation to the Loan Committees, performs loan administration duties and helps prepare loan documentation, and may assist credit analysts with financial spreadsheets functions.

RESPONSIBILITIES:

• Perform a wide variety of administrative tasks, often for assigned Market President and/or Commercial Lender, to include gathering data, assembling and maintaining credit files, requesting title reports/lien searches/flood certificates, etc., and UCC filings and terminations
• Prepare and review loan documentation for accuracy and compliance using Commercial Connect and, if needed, may coordinate with outside counsel in loan documentation preparation
• Responsible for upholding the highest level of client service expectations; Handles requests from customers including advances on lines of credit, pay-outs, account transfers, and resolves customer issues as needed
• Performs various data analysis involved in the support of client lending activities
• Assist with loan disbursements
• Assist with Market Meetings as needed
• Responsible for entering and maintaining client data into the Commercial Connect and Sales Management system
• Clear loan exceptions and financial reporting as needed
• Order appraisals
• Pull financial reports for customers and ensures timely distribution as needed.
• Generate officer reports, overdraft, clear past dues, balance G/L accounts monitor collateral, orders supplies, verifies and initiates wires and checks (per authorized limit).
• Coordinates materials for presentations, setting up sales calls, maintaining a list of prospective clients and joining sales calls as needed.
• Other projects and duties as assigned.

Qualifications

• High School Diploma or equivalent required
• Minimum two (2) years of previous experience working in Banking industry required
• Proficiency in Microsoft Office Products required
• Ability to successfully complete systems training within 90 days required
• Strong verbal and written communication skills required
• Ability to demonstrate strong customer service, multi-tasking and flexibility skills required
• Ability to work in a fast-paced environment required

KEY COMPETENCIES:

• Customer Service
• Interpersonal Skills
• Dependability
• Task Management

Essential Functions:

• Sitting for extended periods of time.
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to visually view, observe, perceive, identify, and translate data

Company Profile

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.