INSBANK · 3 days ago
Commercial Loan Assistant
Nashville, TN
Full-time
Onsite
Entry Level
2+ years expINSBANK is seeking a Commercial Loan Assistant to enhance client relationships and streamline the loan process. This role is integral to ensuring exceptional service and support for commercial clients throughout their loan and deposit interactions, working closely with various departments to facilitate efficient onboarding and compliance with regulations.
BankingFinancial ServicesInsurance
Hiring Manager
Kristin Murguia
Responsibilities
Work closely with the Relationship Managers/Commercial Lenders, Loan Admin department, Credit Admin department and Private Client and Treasury Management services to coordinate and ensure that all tasks related to applicable commercial relationships are handled, projects are up to date, and processes are completed within required timelines
Provide assistance to assigned lenders and relationship managers by performing CLC assigned processes and procedures
Manage the flow of new loan requests by assigned officers
Provide service to commercial customers and make appropriate referrals to support departments as required
Assist in the collection and coordination of loan supporting documentation
Initial setup of Customer Information File for submission to QC
Coordinate with the Commercial Deposit department for commercial deposit relationship opportunities
Responsible for managing multiple levels of services based on assigned Relationship Managers and the entire RM population
Assist with loan disbursements
Handle routine requests for customer service including advances on lines of credit, pay-outs, account transfers, and resolves customer issues as needed
Ensure that supporting loan documentation and files are processed and properly maintained
Answer customer questions in a timely manner in-person, by phone, email, fax or mail
Communicate effectively with Senior Management, Auditors, Vendors, and other bank personnel
Adhere to all bank and department personnel policies and procedures
Perform other reasonably related job responsibilities as assigned by immediate supervisor and other management as required
Qualification
Required
Bachelor's degree or equivalent related professional work experience
2+ year's experience as Commercial Loan Assistant or similar role
At least two (2) years of previous experience working in the banking industry
Ability to build rapport with peers and foster interdepartmental relationships
Excellent verbal and written communication skills
Possess excellent analytical skills
Initiative, dependability and ability to work with minimum supervision
High level of accuracy, attention to detail and the ability to manage and prioritize tasks
Excellent verbal and written communication skills
Ability to maintain the strictest level of confidentiality
Strong work ethic
Focus on timely follow up
Regular reliable attendance and punctuality are essential functions to this position
Company
INSBANK
INSBANK is owned by InsCorp, Inc., a Tennessee bank holding company, traded on the OTCQX under symbol IBTN.
51-200 employees
Funding
Current Stage
Public CompanyTotal Funding
$10M2021-10-29Post Ipo Debt· $10M
2016-09-21IPO
Leadership Team
P
Peyton Green
Executive Vice President and Chief Financial Officer
Billie Parker
Chief Banking & Development Officer
Recent News
2025-12-12
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