Senior Loan Assistant

Centennial Bank; Fort Myers (FL); On-site; USD 42,000 - 65,000; Full time

Job summary

Centennial Bank in Fort Myers, FL is seeking an Administrative Assistant to support loan officers with gathering information and loan documentation for credit analysis, underwriting, closings, and maintenance of the commercial loan portfolio. The role provides essential support for loan processing and client files, ensuring accuracy and compliance.

Responsibilities include data entry, document preparation, file maintenance, and coordinating closings with clients and operations staff; prior

Qualifications

• Broad knowledge of fields such as accounting, marketing, finance or business administration.
• Equivalent to a four year college degree plus 3 years related experience and/or training.
• Must be able to analyze, interpret and prepare loan documentation.

Responsibilities

• Assist Loan Officers with gathering information and documentation for credit analysis and underwriting.
• Coordinate loan closings with processing teams and clients, ensuring signatures and accuracy.
• Enter data into spreadsheets and loan systems; prepare loan exhibits and documents.
• Maintain credit files and support draw requests and file maintenance.
• Answer inquiries about loan processing and servicing; review document exceptions for timely resolution.

Skills

Spreadsheet

Word Processing/Typing

Presentation/PowerPoint

Communication Skills

Analytical Abilities

Education

Four-year degree with related experience

Tools

Bank data systems

Spreadsheet software

Job description

General Description Of Position

Assist Loan officers and designated personnel with the gathering of information and loan documentation for credit analysis, underwriting, closings and maintenance of commercial loan portfolio, client information and loan files. Provides administrative support for Commercial Loan Officers.

Essential Duties And Responsibilities

• Working with Loan officers, customers and others to obtain required information and documentation necessary to properly analyze commercial credit requests. This duty is performed daily, about 20% of the time.
• Working closely with the Loan Operations Staff to insure efficient, thorough and accurate preparation of loan documentation. This duty is performed daily, about 20% of the time.
• Assisting Loan Officers with the data entry into various spreadsheets, analytical software and bank data systems. This duty is performed daily, about 10% of the time.
• May prepare lien perfection documents, loan exhibits and other forms and ancillary loan documents and proofreads all loan documents for accuracy. This duty is performed daily, about 10% of the time.
• Coordinates loan closings with loan processing and clients and checks documents for proper signatures, authorities, dates, and verifies accuracy of closing statements. This duty is performed daily, about 10% of the time.
• Prepares and maintains credit files for assigned areas. This duty is performed daily, about 5% of the time.
• Assisting in the preparation and proper documentation of draw requests. This duty is performed daily, about 5% of the time.
• Answering phone and written inquiries concerning loan processing, servicing and information or file maintenance. This duty is performed daily, about 5% of the time.
• Assisting in the timely obtaining of all tracked/required information required from clients and regularly reviews document exception reports to insure timely elimination of items. This duty is performed daily, about 5% of the time.
• Completes required BSA/AML training and other compliance training as assigned. This duty is performed monthly, about 5% of the time.
• The ability to work in a constant state of alertness and in a safe manner.
• Perform any other related duties as required or assigned.

Qualifications

Education And Experience

Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 3 years related experience and/or training, and 7 to 11 months related management experience, or equivalent combination of education and experience.

Communication Skills

Ability to read, analyze, and understand general business/company related articles and professional journals; Ability to speak effectively before groups of customers or employees.

Mathematical Skills

Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts such as fractions, ratios, and proportions to practical situations.

Critical Thinking Skills

Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.

Required Certificates, Licenses, Registrations

Not indicated.

Preferred Certificates, Licenses, Registrations

Not indicated.

Software Skills Required

Advanced: Spreadsheet, Word Processing/Typing
Intermediate: Presentation/PowerPoint

WORKING CONDITIONS

Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermitt nt standing, walking; and occasional pushing, carrying, or lifting.

ENVIRONMENTAL CONDITIONS

The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.

PHYSICAL ACTIVITIES

The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Semi-repetitive, low physical. Semi-repetitive type work which requires periods of concentration for varied time cycles as prescribed by the tasks.
While performing the functions of this job, the employee is continuously required to sit, use hands to finger, handle, or feel, talk or hear; regularly required to stand, walk, reach with hands and arms; frequently required to stoop, kneel, crouch, or crawl; and occasionally required to climb or balance. The employee must occasionally lift and/or move up to 25 pounds; regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include color vision.

Additional Information

Not indicated.