Private Banking Loan Assistant -Tampa, FL

FinTrust Connect Careers; Tampa (FL); Hybrid; USD 42,000 - 66,000; Full time

Job summary

FinTrust Connect Careers, in partnership with a regional banking institution, seeks a Private Banking Loan Assistant in Tampa, FL. You will support loan processing from application through closing, focusing on documentation accuracy and regulatory compliance.

Ideal candidates bring 3–4 years of lending documentation experience, strong communication with clients and lenders, and the ability to coordinate with attorneys and title agents in a hybrid work environment.

Qualifications

• High school diploma or equivalent.
• Bachelor's degree or additional coursework in banking, finance, or lending is preferred
• 3–4 years of experience in commercial lending documentation.
• 3–4 years of experience as a Loan Assistant I or in a comparable role.
• Working knowledge of commercial loan products, documentation standards, and loan-processing procedures.
• Understanding of applicable state and federal lending and documentation requirements.
• Proficiency with Microsoft Office and general computer applications.
• Strong organizational and time-management skills, with the ability to prioritize competing responsibilities and meet deadlines.
• Excellent attention to detail and a commitment to maintaining accurate documentation.
• Strong written and verbal communication skills and the ability to work effectively with clients and lending partners.
• Sound judgment, analytical thinking, and problem-solving skills.
• Ability to work independently while coordinating effectively with others throughout the lending process.

Responsibilities

• Support approximately 2–3 lenders with loan-processing activities and clear communication throughout the lending process.
• Monitor loan pipelines, upcoming maturities, uninsured items, and past-due reports to facilitate timely follow-up.
• Organize processing priorities to meet transaction deadlines and client service expectations.
• Gather and organize required borrower materials, including income documentation, credit reports, and identification.
• Update loan-processing systems with complete and accurate borrower and transaction information.
• Arrange title searches, UCC searches, appraisals, and flood certifications as required.
• Coordinate closing activities with lenders, attorneys, insurance agents, and clients.
• Initiate authorized disbursements of closing funds and loan proceeds by check or wire, as appropriate.
• Review closed and funded loans for documentation completeness and accurate, timely booking.
• Obtain outstanding post-closing materials from settlement agents, recording offices, and title insurance agencies.
• Track collateral documentation and post-closing exceptions, providing regular updates on outstanding items.
• Respond promptly and professionally to client inquiries and requests for information.
• Identify processing discrepancies and assist with resolving issues that could affect loan completion or documentation accuracy.
• Protect confidential information and ensure loan documents receive the necessary reviews and approvals.
• Maintain working knowledge of lending regulations, documentation requirements, and internal policies and procedures.
• Follow applicable compliance, security, fraud-prevention, and client-asset protection requirements.
• Provide backup coverage for other Loan Assistants when needed.
• Complete required training and participate in professional-development and community activities, as applicable.
• Travel as required for lender or client meetings, team meetings, professional development, site visits, and other business needs.

Skills

Loan processing

Documentation

Regulatory compliance

Client service

Time management

Attention to detail

Written and verbal communication

Independent work

Education

High school diploma

Bachelor's degree in banking/finance

Loan documentation coursework

Tools

Microsoft Office

Loan processing systems

Job description

Private Banking Loan Assistant – Tampa, FL

FinTrust Connect has partnered with a regional banking institution to identify top talent for a Private Banking Loan Assistant opportunity. This role is ideal for an experienced lending professional with a background in loan documentation, processing, closing coordination, and client service who can help a private banking team move loans accurately and efficiently from application through post-closing.

Why this opportunity?

• Culture: Join a relationship-focused banking environment that emphasizes trust, accountability, attentive client service, professional development, and excellence.

• Workplace: Hybrid 3/2 – Tampa, FL.

• Function: Support the processing and fulfillment of simple to semi-complex loans for the private banking team, with a focus on documentation accuracy, regulatory compliance, and effective coordination among lenders, clients, attorneys, insurance agents, and other stakeholders.

Requirements:

• High school diploma or equivalent.
• Bachelor's degree or additional coursework in banking, finance, or lending is preferred
• 3–4 years of experience in commercial lending documentation.
• 3–4 years of experience as a Loan Assistant I or in a comparable role.
• Working knowledge of commercial loan products, documentation standards, and loan-processing procedures.
• Understanding of applicable state and federal lending and documentation requirements.
• Proficiency with Microsoft Office and general computer applications.
• Strong organizational and time-management skills, with the ability to prioritize competing responsibilities and meet deadlines.
• Excellent attention to detail and a commitment to maintaining accurate documentation.
• Strong written and verbal communication skills and the ability to work effectively with clients and lending partners.
• Sound judgment, analytical thinking, and problem-solving skills.
• Ability to work independently while coordinating effectively with others throughout the lending process.

Description:

• Support approximately 2–3 lenders with loan-processing activities and clear communication throughout the lending process.
• Monitor loan pipelines, upcoming maturities, uninsured items, and past-due reports to facilitate timely follow-up.
• Organize processing priorities to meet transaction deadlines and client service expectations.
• Gather and organize required borrower materials, including income documentation, credit reports, and identification.
• Update loan-processing systems with complete and accurate borrower and transaction information.
• Arrange title searches, UCC searches, appraisals, and flood certifications as required.
• Coordinate closing activities with lenders, attorneys, insurance agents, and clients.
• Initiate authorized disbursements of closing funds and loan proceeds by check or wire, as appropriate.
• Review closed and funded loans for documentation completeness and accurate, timely booking.
• Obtain outstanding post-closing materials from settlement agents, recording offices, and title insurance agencies.
• Track collateral documentation and post-closing exceptions, providing regular updates on outstanding items.
• Respond promptly and professionally to client inquiries and requests for information.
• Identify processing discrepancies and assist with resolving issues that could affect loan completion or documentation accuracy.
• Protect confidential information and ensure loan documents receive the necessary reviews and approvals.
• Maintain working knowledge of lending regulations, documentation requirements, and internal policies and procedures.
• Follow applicable compliance, security, fraud-prevention, and client-asset protection requirements.
• Provide backup coverage for other Loan Assistants when needed.
• Complete required training and participate in professional-development and community activities, as applicable.
• Travel as required for lender or client meetings, team meetings, professional development, site visits, and other business needs.