Commercial Loan Assistant Haverhill Bank Boston MA
Overview
The Commercial Loan Assistant at Haverhill Bank supports loan officers with commercial loan applications. This role involves preparing documents and communicating with customers while maintaining compliance. The ideal candidate will manage loan file exceptions and provide ongoing support.
What You'll Do10
- 1Prepare commercial loan documents and commitment letters
- 2Conduct basic collateral research and analyze corporate documents
- 3Ensure compliance with Patriot Act and HMDA regulations
- 4Create monthly and quarterly reports
- 5Maintain commercial loan credit and collateral files
- 6Set up new loan systems within days of closing
- 7Provide client assistance with loan documentation
- 8Develop executive committee and board packages
- 9Communicate clearly with clients and vendors
- 10Perform additional related duties as required
Requirements7
- 1Associates Degree or High School Diploma with 2 years commercial banking experience
- 2Detail oriented and proficient in Microsoft Word and Excel
- 3Experience with LaserPro
- 4Strong organizational and interpersonal skills
- 5Ability to lift files and boxes moderately
- 6Bachelor's degree or equivalent
- 7Ability to relate to coworkers and handle feedback
Salary Insight
$53 - $79k per year
Location
Required Skills
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