Commercial Lending Assistant at Plains State Bank
Overview
Support commercial loan officers in servicing all banking needs of commercial and consumer customers. Handle loan documentation, customer inquiries, and daily operational tasks. Collaborate with a team of loan officers, credit managers, attorneys, and title companies. This role offers direct exposure to commercial, consumer, and real estate loan processes, with a focus on accuracy and compliance. Microsoft Word and Excel proficiency is key, along with knowledge of lending regulations like the UCC and RESPA.
What You'll Do8
- 1Respond to customer inquiries on account transactions, Money Market rates, loan status, and new account requirements.
- 2Gather data and prepare loan worksheet approvals for new and renewed loans, ensuring officer approval.
- 3Prepare attorney real estate loan instructions, order title commitments or lien searches, and manage flood letters and appraisal orders.
- 4Review insufficient funds reports daily, contact customers, and arrange transfers or loan advances to cover accounts.
- 5Process loan advances and paydowns at customer request, and handle wire transfers, stop payments, and account transfers.
- 6Research and clear loan exceptions, and pull weekly and month-end loan reports for officers.
- 7Notarize documents and maintain a teamwork environment by delivering excellent internal and external customer service.
- 8Set personal goals and maintain a professional image that positively represents Plains State Bank.
Requirements10
- 11-3 years in commercial lending or banking operations, with experience in loan documentation.
- 2Intermediate or better knowledge of Microsoft Word and Excel.
- 3Thorough knowledge of commercial, consumer, and real estate loan documentation, including security interest perfection.
- 4Extensive loan closing knowledge across commercial loans, commercial real estate, single-family real estate, letters of credit, and consumer loans.
- 5Working knowledge of lending regulations: UCC, HMDA, Truth in Lending, ECOA, CRA, and RESPA.
- 6High-level verbal and written communication skills, with the ability to interface with loan officers, credit managers, attorneys, and title companies.
- 7Ability to read and interpret corporate and personal tax returns, loan docs, appraisals, environmental reports, and policy manuals.
- 8Math skills to calculate ratios, interest, amortization, and loan payments.
- 9Strong problem-solving skills to handle concrete variables in limited standardization scenarios.
- 10Notary public certification is preferred, or ability to obtain within 90 days.
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