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United Bank · 2 days ago

Lending Assistant

Blue Ridge, GA

Full-time

Onsite

Entry Level

2+ years exp

United Bank is committed to providing exceptional service to its customers, and they are seeking a Lending Assistant to support Commercial Lending customers and prospects. This role involves preparing loan summaries, assisting with loan documentation, and providing customer service to ensure a seamless lending experience.

BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management

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

Qualification

Banking industry experienceMicrosoft Office proficiencyCustomer serviceCommunication skillsTask managementDependabilityMulti-taskingInterpersonal skillsFlexibility