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Commercial Loan Assistant

Posted: 12/21/2021

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  • Review and interpret loan documents presented by loan application and/or loan write-ups to Regional Center
  • Perform all pre-loan searches and ordering of required documents needed for the loan closing package
  • Research and resolve issues needing addressed on loans promptly and professionally. This requires a detailed knowledge and adherence to commercial loan procedures and policies
  • Accurately complete all loan coding on the application and corresponding documents
  • Quality control all loan documents prior to loan closing and follow-up with lender to correct discrepancies
  • Individually and if applicable, as a manager, participate in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
  • Maintain awareness of and adhere to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
  • Deliver a consistent, high level of service within our Service Excellence standards
  • Other duties as assigned

In addition to the above responsibilities, Level II associates will:

  • Exercise increased independent judgment when completing above responsibilities
  • Coordinate all loan closings with the assigned lender/s and be able to independently close loans for customers in lender’s absence
  • Provide training to and direct workflow of Level I  loan assistants



Office hours are Monday through Friday 8am to 5pm. This position is hourly and full-time.

A minimum 37.5 hours is required to maintain eligibility for full-time status. Generally the position will require 40 hours per week. This position is eligible for a flexible work arrangement.


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