Loan Officer Assistant

• 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 required actions, including 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 teams, 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 compliance and training programs
• Adhere to corporate policies and procedures
• Provide professional, responsive service to internal and external customers
• Perform other assigned duties

Loan Officer Assistant jobs in Alabama

Commercial Loan Officer Assistant – CLOA