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Commercial Loan Officer Assistant
United Community Bank. Provide sales and administrative assistance to Commercial Relationship Managers and other partners .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial loan processes, customer service, and financial documentation management while ensuring compliance with banking regulations. Strong organizational and communication skills are essential for effective collaboration with internal and external stakeholders.
Highest-signal resume keywords
Commercial Loan ExperienceCredit Lens ProficiencyCustomer Service SkillsMS Office Suite ProficiencyKnowledge of Banking Regulations
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Credit AssessmentLoan Underwriting SupportDocument PreparationFinancial Statement CollectionReporting MonitoringPost-Close Task ManagementWIP File ManagementDisbursement Request FacilitationRisk AssessmentLoan Closing Collaboration
Soft Skills
Interpersonal SkillsVerbal Communication SkillsWritten Communication SkillsProblem Solving SkillsTime Management Skills
Tools & Technologies
Credit LensMS Office SuiteOutlookWordExcel
Industry Keywords
Financial ServicesCommercial LendingFederal Banking RegulationsState Banking RegulationsCustomer Maintenance Requests
About the role
Key responsibilities & impact- Provide sales and administrative assistance to Commercial Relationship Managers and other partners
- Support new and renewed loan production by collecting, ordering, and tracking information required for risk assessment and underwriting
- Assist with preparation of commitment letters, term sheets, thank-you notes, and other written communications
- Complete the Credit Lens Loan Worksheet and engage the Commercial Loan Closer
- Monitor reporting and identify actions needed for maturities, auto-renew letters of credit, insurance, and real estate taxes
- Provide service and respond to internal and external customer requests
- Collect customer financial statements and load them to Credit Lens
- Collaborate with relationship managers, loan closers, underwriters, document preparation, and outside counsel on loan closings
- Submit customer maintenance requests to Loan Operations
- Transfer and assign notes
- Facilitate ongoing disbursement requests with Construction Administration
- Complete assigned post-close tasks in Credit Lens
- Manage WIP files
- Resolve critical and material exceptions as assigned
- Participate in required training and comply with corporate policies and procedures
- Provide professional, responsive service aligned with the bank’s vision, mission, and culture
- Perform other duties as assigned
Requirements
What you’ll need- High School Diploma or equivalent
- 2+ years of credit or customer service experience in the financial services industry
- Commercial loan experience preferred
- Strong interpersonal, verbal, and written communication skills
- Excellent telephone and customer service skills
- Proficient in MS Office Suite, including Outlook, Word, and Excel
- Working knowledge of federal and state banking regulations
- Attention to detail
- Strong problem solving and critical thinking skills without direct guidance
- Strong organization and time management skills, with the ability to balance competing priorities and meet multiple deadlines
- Must be able to pass a criminal background and credit check
- Schedule flexibility to work evenings and weekends as needed
- Ability to travel up to 10%
Benefits
Comp & perks- Schedule flexibility to work evenings and weekends as needed
- Up to 10% travel
- Required compliance training and internal/external training programs, online training, meetings, or other education events
- Reasonable accommodations for individuals with disabilities
- Equal opportunity employment