Commercial Loan Assistant jobs in United States
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VisionBank · 1 month ago

Commercial Loan Assistant

VisionBank is a financial institution that provides various banking services. They are seeking a Commercial Loan Assistant to process loans from application to closing, ensuring proper documentation and customer service throughout the loan process.

BankingFinanceFinancial Services

Responsibilities

Review loan worksheets and orders reports necessary to process loans, including but not limited to credit reports, title and lien searches, appraisals, surveys, and title insurance commitments
Prepare loan documentation and paperwork for loans of individual borrowing structures, single entity borrowing structures on both Ag and Commercial loans, in accordance with bank policy/procedures
Make necessary filing, recording and acknowledgments to perfect liens
Enter new loans into the bank database and disburse loan
Set up and maintain customer loan files
Process paid loan files including terminating or releasing loan collateral
Track customer and collateral information and follow-up on exception items as needed
Request and obtain evidence of appropriate insurance coverage for each loan according to established procedure/policy
Maintain and service existing loans with a minimal amount of guidance and assistance
Review loan documentation, new loans entered and the maintenance of existing loans for accuracy and completeness
Prepare loan tickets, including loan advances and payments, as required for processing loans and perfecting collateral
Process credit inquiries
Provide back up support for other Loan Assistant I positions
Provide customer service to internal and external customers in a professional, timely and courteous manner
As necessary, recommend changes in procedures which improve the operation of the loan assistant department
Adhere to State and Federal Banking regulations

Qualification

Banking experienceLoan processingSpreadsheet softwareWord Processing softwareCustomer serviceAnalytical skillsProblem solvingInterpersonal skillsWritten communicationOral communication

Required

High school diploma or general education degree (GED)
Ability to read and comprehend simple instructions, short correspondence, and memos
Ability to write simple correspondence
Ability to effectively present information in one-on-one and small group situations to customers, clients, and other employees of the organization
Ability to add, subtract, multiply, and divide
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving a few concrete variables in standardized situations
Knowledge of Spreadsheet software, Word Processing software, Internet and Outlook E-mail
Must be able to travel to all bank locations using own transportation

Preferred

Prior banking experience preferred

Company

VisionBank

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VisionBank is dedicated to creating meaningful relationships with customers in each community and helping each community be the best that it can be.

Funding

Current Stage
Growth Stage

Leadership Team

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Virginia Stadler
Senior Vice President/Chief Risk Officer
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Company data provided by crunchbase