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Commercial Lending Assistant
Climate First Bank. Manage the loan process from origination through closing .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing the loan process, ensuring documentation accuracy, and supporting commercial bankers. Proficient in financial analysis, compliance with banking regulations, and leveraging technology for operational efficiency.
Highest-signal resume keywords
Loan Process ManagementDocumentation AccuracyCommercial Banking SupportRegulatory Compliance KnowledgeFinancial Analysis
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Accounting SkillsMath SkillsFinancial Information InputPortfolio Review PreparationCRM ManagementSales SupportReportingFraud PreventionCompliance TrainingBanking Services Coordination
Soft Skills
CommunicationRelationship BuildingProblem-SolvingAdaptabilityTeam Collaboration
Tools & Technologies
Loan SystemCRM SoftwareReporting ToolsFinancial Statement Software
Industry Keywords
BankingCommercial LendingRegulatory RequirementsEnvironmental JusticeSocial Justice
About the role
Key responsibilities & impact- Manage the loan process from origination through closing
- Ensure documentation accuracy and completeness and resolve documentation exceptions
- Input financial information into the loan system and update financial statements
- Prepare files for portfolio review
- Maintain prospect lists and run reports tracking maturing lines and loans
- Monitor past-due accounts and ensure communication and follow-up
- Provide sales support and identify sales and cross-sell opportunities
- Coordinate presentation materials and assist with scheduling sales calls
- Handle daily routine tasks, ad-hoc requests and CRM management
- Keep the lender on track and ensure timely completion of requests and requirements
- Coordinate opening deposit and other banking services with branch and deposit operations partners
- Build internal relationships for quick turnaround times
- Serve as the primary resource for borrowers and respond to inquiries or issues
- Support the lender with administrative tasks, reporting and HR-related matters
- Commit to environmental, social, economic and racial justice
- Complete mandatory compliance and IT training and follow bank policies, procedures and regulations
- Question suspicious activity and collaborate to help prevent fraud
Requirements
What you’ll need- Bachelor’s degree in finance or equivalent education and formal training paired with strong accounting and math skills is a strong plus
- Prior experience supporting commercial bankers
- Strong accounting and math skills
- Deep understanding of banking and commercial lending
- Knowledge of applicable regulatory requirements and compliance
- Ability to learn new tools quickly and leverage technology for efficiency
- Valid U.S. work authorization; visa sponsorship is not offered
- Must affirm being a non-smoker or affirm commitment to cessation within 90 days of offer acceptance
- Ability to occasionally work evenings and weekends as needed
- Completion of cognitive and personality assessments
- Credit and background checks before the final interview
- References from former mentors and managers
- Ability to sustain standing and sitting, communicate frequently, use a PC, type or maintain sustained monitor attention, and occasionally lift up to 20 lbs.
Benefits
Comp & perks- Annual bonus, incentives and equity may be available
- 100% employer-paid health coverage for employees; employer contribution for dependents
- Medical, dental and vision insurance
- Health Savings Account (HSA)
- Free telemedicine access via Teladoc
- 401(k) with 6% employer match and no vesting period
- Employee stock options
- Exclusive employee banking perks
- 0% financing for employee solar loans
- Employee-only mortgage product with exclusive interest rates and terms
- 0% financing for eligible electric vehicles (EVs)
- Referral incentives
- 2–4 weeks of vacation based on officer level plus additional tenure-based time
- 64 hours of paid sick time for all full-time employees
- Company-paid life insurance
- Short- and long-term disability insurance
- Voluntary life, accident and critical illness coverage
- Employee Assistance Program (EAP) with free counseling, legal and financial services