On-Site Commercial Lending Assistant

First Bank, Upper Michigan; Escanaba (MI); On-site; USD 38,000 - 48,000; Full time

Job summary

This on-site role supports commercial lending teams at First Bank in Escanaba and surrounding offices. You will gather loan information, prepare documentation, and keep loan files up to date while delivering courteous service in person and by phone.

Requirements include a bachelor’s in finance/business or related field, and preferred loan experience. Notary status or ability to become Notary is required, with standard office tools like Word and Excel used daily.

Qualifications

• Bachelor's degree in finance, business, or related field preferred or equivalent experience.
• Previous loan experience preferred.
• Notary certification or ability to become Notary.

Responsibilities

• Acquire information related to commercial loan origination and prepare loan documentation.
• Create and maintain loan files.
• Provide courteous, knowledgeable and professional customer service in person, over the phone and in writing.
• Prepare loan disbursement entries.
• Assist loan officers and other loan staff as needed.
• Comply with BSA training and other regulatory requirements.
• Perform additional duties as assigned.

Skills

Customer service

Clerical skills

Numerical aptitude

Organization

Notary

Education

Bachelor's degree in finance, business, or related field

Tools

Word

Excel

Job description

This on-site role supports commercial lending teams at First Bank in Escanaba and surrounding offices. You will gather loan information, prepare documentation, and keep loan files up to date while delivering courteous service in person and by phone.

Requirements include a bachelor’s in finance/business or related field, and preferred loan experience. Notary status or ability to become Notary is required, with standard office tools like Word and Excel used daily.