Commercial and Consumer Loan Assistant na None

Summary:

The Commercial and Consumer Loan Assistant provides comprehensive administrative and operational support to both commercial and consumer lending teams, including CRE, C&I, and consumer lending lines. This role is responsible for coordinating the loan process from application through closing, ensuring accuracy, regulatory compliance, and exceptional customer service. The ideal candidate will have hands-on experience supporting loan officers in both commercial and consumer portfolios, with strong knowledge of documentation, systems, and loan servicing procedures.

Essential Duties and Responsibilities:

· Prepare, review, and process loan documentation for Consumer, Commercial Real Estate (CRE), and Commercial & Industrial (C&I) loans.

· Assist loan officers in gathering required financial statements, tax returns, credit reports, appraisals, and other supporting documentation.

· Coordinate with third parties such as title companies, appraisers, attorneys, and insurance providers to ensure timely and accurate closings.

· Verify loan files for completeness and compliance with internal policies and regulatory requirements prior to closing.

· Process loan renewals, modifications, collateral releases, and other ongoing servicing requests.

· Prepare internal reports and assist with audits or examinations as needed.

· Serve as a primary liaison between lenders, credit, loan operations, and customers to facilitate smooth loan processing and servicing.

· Provide professional, responsive, and knowledgeable customer service to both internal and external clients.

· Support multiple lenders simultaneously, managing priorities effectively and always maintaining confidentiality.

· Schedule closings, prepare closing packages, and ensure funding occurs accurately and on schedule.

· Other duties as assigned.

Education And/Or Experience:

· Bachelor’s degree in business, finance, or related field.

· Minimum of three (3) + years supporting Consumer, CRE, and complex C&I Lending.

Knowledge/Skills/Abilities:

· Strong attention to detail and organizational skills

· Excellent communication skills, both written and verbal

· Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

· Working knowledge of loan origination systems and core banking platforms.

· Knowledge of lending regulations and compliance requirements

· Team-oriented with a professional demeanor and strong problem-solving skills.

Physical Requirements:

· Prolonged periods of sitting at a desk and working on a computer.

· Occasional lifting and carrying of files, banker’s boxes, or office supplies weighing up to approximately 20lbs

· Visual acuity is sufficient to read loan documents, spreadsheets, and reports in both digital and paper formats.

· Auditory capability sufficient for understanding verbal instruction, customer conversations, and participating in meetings in person or virtually

· Occasional travel to branch locations or closings may be required

Working Conditions:

· Standard office environment with extended periods of computer use.

· Occasional travel to other bank locations, training, and industry events.