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
• Prepare written communications including commitment letters, term sheets, and thank-you notes
• Complete the Credit Lens Loan Worksheet and engage the Commercial Loan Closer
• Monitor reporting and identify required actions 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
• Collect executed documents and submit them
• 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
• Assist, mentor, and train other Commercial Loan Officer Assistants
• Participate in required compliance and training programs
• Adhere to corporate policies and procedures
• Provide professional, urgent, and positive service to internal and external customers
• Perform other assigned duties

Senior Commercial 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 written communications, including 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
• Collect executed documents and submit them
• 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, internal, external, and online training programs and meetings
• Adhere to corporate policies and procedures
• Provide professional, urgent, positive service to internal and external customers
• Take ownership of other duties as assigned