Commercial Loan Assistant jobs in United States
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Oak Valley Community Bank · 14 hours ago

Commercial Loan Assistant

Oak Valley Community Bank is seeking a Commercial Loan Assistant to provide administrative support to Commercial Loan Officers. The role involves coordinating loan documentation requests, managing loan documentation processes, and assisting with customer inquiries and internal support related to loan servicing.

BankingCommunitiesFinancial Services

Responsibilities

Reviews incoming loan requests or updated financial packages for accuracy
Creates workflows for loan applications onto the commercial lending software for further review and underwriting
Works closely with the underwriters and Commercial Loan Officers to obtain a complete loan package
Coordinates the timing of approval, including obtaining or ordering financials, tax returns, appraisals, prelims, and other necessary reports
Manages the overall process and integrity of Loan Documentation Requests upon loan approval
Compiles and coordinates complete loan documentation packages, including entity documentation, preliminary title reports, UCC searches, and other necessary items
Coordinates the opening of escrows, obtains title fees, and orders third-party required reports
Respond to routine customer and internal inquiries regarding loan servicing
Process withdrawn or declined loan applications and prepare adverse action notices
Provide customer service and assist in resolving issues withing assigned authority
Assists Commercial Loan Officer and Construction Servicing in the preparation of construction loan budgets

Qualification

Loan processingCommercial lendingLoan documentationMicrosoft Office SuiteLoan processing softwareOrganizational skillsAttention to detailCommunication skills

Required

High school diploma or equivalent
Previous experience in a banking or financial services environment with a credit or loan processing background
Strong organizational skills and attention to detail

Preferred

Associate's degree in finance, business, or a related field
Experience with commercial lending processes and documentation
Proficiency in loan processing software and Microsoft Office Suite

Benefits

Medical
Dental
Vision
Retirement savings with employer match
Paid time off
Other voluntary benefits

Company

Oak Valley Community Bank

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Oak Valley Community Bank was founded in 1990 by a group of businessmen with a vision to make local banking available to its community.

Funding

Current Stage
Growth Stage

Leadership Team

D
Dan Greene
VP Branch Manager
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J
John Capri
VP Branch Manager
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Company data provided by crunchbase