Private Bank Lending Assistant

MidFirst Bank; South Jordan (UT); On-site; USD 42,000 - 66,000; Full time

Job summary

MidFirst Bank in Utah seeks an experienced loan processor to support the private lending group with loan closings, document preparation, funding, and related credit administration.

The role involves processing loan applications, ordering appraisals and title work, gathering financial information, and maintaining accurate documentation while delivering excellent customer service to clients and bank officers.

Qualifications

• Three years of loan processing or loan servicing experience in a similar financial environment.
• High school diploma or equivalent required with some college business course preferred.
• Bachelor Degree desired.
• Excellent customer service skills.
• General knowledge of bank processes.
• Excellent written and oral communication skills.
• Excellent PC skills.
• Working knowledge of commercial loan documentation is required.

Responsibilities

• Assist Private Bank customers with lending related activities including loan closings and preparation of loan documents.
• Support loan funding, ordering title reports, UCC filings, and various inquiries.
• Assist with deposit activities such as wire transfers and account transfers.
• Provide administrative support to Private Bankers: phones, filing, correspondence.
• Maintain covenant monitoring, borrowing base reviews, and credit/documentation files.
• Prepare monthly activity monitoring reports and gather financial information as exceptions.
• Interact with customers and bank officers to collect required documents.

Education

High school diploma or equivalent

Some college business course

Bachelor Degree

Tools

PC skills

Job description

Provides support to the lending group by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties include, but are not limited to; Assist Private Bank customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan funding's, ordering title reports, UCC filings, and various inquires. Assist Private Bank customers with deposit related activities, such as but not limited to: wire transfers, account transfers, and various inquires. Assist Private Bankers with administrative responsibilities, such as but not limited to: phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information. Loan application input, ordering appraisals, opening title and escrow, requesting background checks and credit reports. Prepare various monthly activity monitoring reports. Interaction with customers and bank officers to collect various documents and financial information as reflected as exceptions. Other duties and projects as assigned.

Requirements

• Three years of loan processing or loan servicing experience in a similar financial environment
• High school diploma or equivalent required with some college business course preferred
• Bachelor Degree desired
• Excellent customer service skills
• general knowledge of bank processes
• excellent written and oral communication skills
• excellent PC skills
• working knowledge of commercial loan documentation is required.