Loan Assistant Commercial Loans

Step into a role where every detail you handle helps a business grow and a community thrive!

Are you someone who thrives on helping others succeed Do you enjoy being the go-to person who keeps things running smoothly accurately and with a smile Were looking for a Commercial Loan Assistant whos passionate about service teamwork and making a real impact in our community.

In this role youll work closely with our commercial loan officers to ensure every customer interaction is handled with care precision and our signature commitment to excellence. Youll play a key part in delivering banking that truly backs our customers building relationships rooted in integrity and trust.

What Youll Do

As a Commercial Loan Assistant youll be an essential part of our lending team. Your day-to-day responsibilities will include:

Loan Support & Documentation

• Prepare worksheets and gather required information for loan requests.
• Order and track key documents such as appraisals title insurance flood certificates credit reports property taxes and more.
• Review completed loan documentation for accuracy and completeness.
• Coordinate with title companies on loan closingsreview settlement statements prepare closing documents manage loan proceeds and ensure timely delivery of closing packets.
• Assist in closing new or renewed loans when loan officers are unavailable.
• Manage the collection and dissemination of title commitments.

Customer Service & Compliance

• Support loan customers with inquiries payment processing loan advances wires and invoice payments.
• Collect and verify required documentation to meet CIP and beneficial ownership regulations; update existing customer information when needed.
• Gather and report HMDA-reportable information.
• Clear exception reports related to CIP and beneficial ownership compliance.
• Assist in obtaining updated financials final title policies and insurance documentation over the life of the loan.

Administrative & Operational Support

• Create and update lot development information in the lot books.
• Run the daily overdraft report for commercial customers.
• Perform additional duties as assigned to support the lending team.

Regulatory Expectations

Youll ensure compliance with all applicable laws and regulations including the Bank Secrecy Act Patriot Act and OFAC requirements.

Community Commitment

Every employee helps promote our mission: building strong meaningful relationships and growing our customer base through trusted outstanding service.

What Were Looking For

• A service-oriented team player who values accuracy and professionalism
• Someone who enjoys building relationships and providing dependable support
• A detail-driven multitasker who can thrive in a fast-paced environment
• A person committed to upholding the highest standards of integrity and regulatory compliance

Ready to Build Something Meaningful

If youre passionate about delivering dependable service creating meaningful customer experiences and contributing to a team that values trust and excellence we want to meet you.

Apply today and help us continue our tradition of service trust and community pride.