Commercial Banking Assistant jobs in United States
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Independent Bank · 18 hours ago

Commercial Banking Assistant

Independent Bank is a company that values individuality and aims to empower its employees to make a meaningful impact in the financial sector. They are seeking a Commercial Banking Assistant to support their Commercial Banking team by contributing to the service and expansion of their commercial portfolio while providing exceptional service to customers.

BankingCommercialFinanceFinancial ServicesLendingMortgageOnline AuctionsRetail

Responsibilities

Assisting in the preparation and review of loan documentation including ordering and reviewing title work and UCC’s, gathering and reviewing entity documents, preparing closing packages, etc
Assist lenders in all aspects of loan closings with customers as needed
Providing excellent customer service for commercial clients for a wide variety of items including loans, deposits, wire transfer needs, etc
Processing wire transfers, overdrafts, lien releases, mortgage discharges, processing credit reports, etc
Assist lenders in the resolution of loan documentation and financial statement exceptions
Creating and managing electronic loan files
Miscellaneous office duties including copying, scanning, organizing events, preparation and management of miscellaneous department reports, etc
Perform other duties as assigned

Qualification

Commercial Banking experienceCustomer serviceLoan documentationWord processingExcel proficiencyDetail-orientedVerbal communicationWritten communicationTeamwork

Required

High school diploma or equivalent education required
Excellent customer service
Positive and outgoing individual with the ability to handle multiple tasks while paying attention to details
Excellent verbal and written communication skills required
Ability to work well with any aspect of the commercial loan team, from other assistants to senior level commercial loan officers

Preferred

Banking experience preferred with a familiarity with deposit & loan products
Commercial banking experience preferred
Experience with word, excel, and other windows-based applications a plus

Benefits

Competitive compensation package.
Accommodating and flexible paid time off.
Community-focused events and volunteer opportunities.

Company

Independent Bank

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Independent Bank offers financial services that include retail and commercial banking, mortgage lending, investments, and title services.

Funding

Current Stage
Public Company
Total Funding
$13.4M
2013-09-10Post Ipo Equity· $13.4M
1985-09-13IPO

Leadership Team

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William Bradford Kessel
President and CEO
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Michael Stodolak
Executive Vice President of Retail Banking
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Company data provided by crunchbase