EXECUTIVE COMMERCIAL LOAN ASSISTANT
EXECUTIVE COMMERCIAL LOAN ASSISTANT COMPANY PROFILE:
This organization is a strong community partner and invests in the quality of life of their employees, community, and charitable organizations.
In this team environment, employees thrive in a culture that values people, serves people and emphasizes quality.
EXECUTIVE COMMERCIAL LOAN ASSISTANT BENEFITS:
Competitive salary commensurate with expereince.
EXECUTIVE COMMERCIAL LOAN ASSISTANT IMPACT:
Performs a variety of duties in support of Loan Department and related to the processing of loan documentation.
Interacts with Executive Loan Officers, other internal department personnel, and third-party providers to complete a variety of tasks associated with the origination of loans and the servicing of existing loans.
Assures tasks are completed accurately, timely and professionally to ensure prompt and professional service to internal and external customers.
EXECUTIVE COMMERCIAL LOAN ASSISTANT DETAILS:
- Provides general loan information to clients and accepts loan documentation information provided for loan officer review.
- Provides administrative assistance to executive commercial bankers and staff, including updating loan data into bank’s computers and assembling of documentation for client loans
- Processes commercial loan packages from loan application to loan closing
- Reviews commercial loan applications to verify that application data is complete and meets compliance requirements
- Assembles and maintains applicant’s loan files ensuring completeness and accuracy
- Corresponds with applicant to gather required financial information for loan approval process
- Orders preliminary title policy, UCC searches, flood certs, appraisal reports, environmental reports and other data
- Prepares and files UCC-1 continuations
- Assists in obtaining updated financial information to maintain the servicing of client file
- Coordinates with borrower and/or insurance agent for lapsed or expiring insurances
- Reviews closing documents prior to loan funding to ensure any pending items are addressed
- Prepares loan closing documents for approved loans including promissory notes, deed of trust, business loan agreements, guarantee and other required documents to prepare for loan funding
- Maintains open communication with vendors, appraisers and any other interested parties to the loan transaction
- Maintains open communication with members of the department as to the status of the loan
- Coordinates with loan officer regarding issues with title policy, UCC searches and other credit related reports
- Checks documents for proper vesting, legal descriptions, closing dates and signatures
- Answers telephone inquiries and written inquiries concerning loan processing and other related information
- Maintain involvement in the community affairs to foster and promote the proper bank image and goodwill at all times
EXECUTIVE COMMERCIAL LOAN ASSISTANT BACKGROUND:
- High School Diploma
- Minimum of two years experience in commercial lending and/or related capacity.
- Working knowledge of loan programs and types, mortgage terminology and definitions
- Knowledge of general banking policies/procedures
- Understanding of loan packaging for specific loan submissions
- Strong organizational skills; detail oriented and accurate
- Excellent communication and customer service skills
- Ability to effectively work with colleagues and on multiple projects simultaneously managing time and resources to ensure work is completed efficiently and within established timeframes.
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EXECUTIVE COMMERCIAL LOAN ASSISTANT Tulsa, Ok