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 for risk assessment and underwriting, including UCC searches, appraisals, environmental assessments, KYC, surveys, leases, organizational documents, insurance, beneficial ownership, and OFAC
• Prepare written communications such as commitment letters, term sheets, and thank-you notes
• 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 CRM, Commercial Loan Closers, Underwriters, Doc Prep, 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, urgent, positive service to internal and external customers
• Perform other duties as assigned

Loan Officer Assistant jobs in Florida

Commercial Loan Officer Assistant