Commercial Real Estate Loan Assistant at Fidelity Bank

Job Overview: The ideal candidate for this position will oversee documentation, funding, and servicing of commercial real estate loan portfolio while ensuring accuracy, compliance, and timely execution, and supporting lenders in servicing and managing client relationships.

The candidate for this position will be responsible for:

• Coordinating loan funding, closings, renewals, modifications, and extensions to ensure all conditions are met.
• Processing loan advances, wire transfers, payments, and account transfers while maintaining accurate records in loan management systems.
• Assisting in the collection of third-party reports and due diligence items required for loan approvals and closings.
• Preparing and maintaining loan files to ensure compliance and quality of documentation.
• Facilitating daily customer requests in alignment with Fidelity Bank standards.
• Supporting Commercial Real Estate Lenders in the ongoing servicing of the loan portfolios along with developing and maintaining client relationships
• Collaborating with internal departments to ensure clear communication, seamless processes, and strong interdepartmental relationship

Requirements for the position include:

• A high school diploma (or equivalent).
• Excellent verbal, written, and interpersonal communication skills.
• Excellent organization and attention to detail.
• Proficient in Excel and banking software for operations.
• The ability to analyze and interpret data in order to draw conclusions and make recommendations.
• The ability to manage multiple tasks and priorities efficiently.
• The ability to work flexible and/or late hours.
• The ability to take direction from multiple internal contacts while maintaining direction on ongoing maintenance, servicing, and lending related tasks.

Preferred qualifications for this role include:

• Bachelor’s degree in a business related field
• Commercial lending experience
• Experience in the Real Estate industry

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