and notices, as well as answering customer inquiries. The Commercial Loan Administrative Assistant initiates entry of loan data into the loan origination system (LOS) and shepherds the loan through the LOS process. In some instances, the Commercial Loan Administrative Assistant may address more complex customer problems under the direction of loan officers or assist in activities such as loan extensions, interest calculations, billings and preparing spreadsheets.
Additionally, this individual may interact with Borrowers and Applicants to request and harvest credit information, do service bureau/direct credit checks, ensure sufficient collateral documentation. ESSENTIAL DUTIES AND RESPONSIBILITIES
Performs data entry based on information provided by Loan Officer, Borrower, or Applicant Coordinates and ensures completion of all pertinent LOS phases, steps, and tasks through document preparation Enters and validates various entries pertaining to Compliance Regulations, including HMDA/CRA, Flood Cert, Government Monitoring data, etc.
Prepares necessary documentation to convey loan status to the Borrowers, including notices, disclosures, Terms and Conditions Sheets, and Commitment Letters Please note this job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities,
and activities may change over time. REQUIREMENTS Prior commercial lending experience and experience in administering or supporting technology solutions applicable to lending within a financial institution and/or with Loan Origination systems is strongly preferred Experience and comfort level with CRM platform (Salesforce) and core software (OSI) strongly preferred Strong working knowledge of all Microsoft Office Suite programs, including Outlook, Work, Excel Willingness and aptitude to learn new systems as required to support Bank growth and expansion of services Excellent communication skills Ability to build and maintain relationships; team player with excellent customer-service skills Strong organization skills, with the ability to multi-task and shift work flow to accommodate assignments from Loan Officers assigned to the Team Ability to work independently when needed, with limited supervision Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
