commercial loan assistant

Farmers National Bank of Canfield

<div>
 Job Details
 
 
 
 Description
 
 
 
 
 SUMMARY:
 
 Under the supervision of the Reporting Managers, this associate is responsible for supporting the Relationship Managers in all phases of the commercial relationship management process, including acquiring and closing new loan originations and renewals, portfolio administration, as well as providing customer service
 
 
 to clients and working with internal departments and partners on both product/service delivery and resolution of issues.
 
 
 
 ESSENTIAL DUTIES and RESPONSIBILITIES
 
 include, but are not limited to the following:
 
 
 <ul>
 <li>
 Prepare proposal and commitment letter
 </li>
 <li>
 Assist in the scheduling of appointments and maintenance of the calendar as requested
 </li>
 <li>
 Prepare loan documents through the use of Laser Pro Software or coordination with outside legal counsel
 </li>
 <li>
 File appropriate documents (mortgages, UCC, etc) once they are signed and process appropriate disbursement requests; forward the completed loan package to Commercial Loan Servicing for booking on the system. Follow up on document and financial exceptions as needed
 </li>
 <li>
 Assist with month-end reporting as requested
 </li>
 <li>
 Monitor delinquencies and notify the Reporting Manager of those that will be 30 days or longer delinquent at month&rsquo;s end
 </li>
 <li>
 Monitor daily NSF&rsquo;s
 </li>
 <li>
 Assist with loan portfolio reviews
 </li>
 <li>
 Assist with delinquency collection, matured loans, and other account maintenance
 </li>
 <li>
 Respond to and resolve customer and branch service issues, (both loan and deposit), by researching issue and working with appropriate Bank areas to resolve problem
 </li>
 <li>
 Participate in client calls as appropriate
 </li>
 <li>
 Order departmental supplies and support office equipment
 </li>
 <li>
 Coordinate ordering of appraisals, title work, flood searches, and other tasks as needed
 </li>
 <li>
 Daily monitor the loan maturity forecast report
 </li>
 <li>
 Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures. Maintain compliance with all appropriate rules and regulations
 </li>
 <li>
 Regular, predictable attendance is an essential requirement of this position
 
 
 </li>
 </ul>
 
 EDUCATION And EXPERIENCE
 
 
 
 <ul>
 <li>
 High School diploma or General Education degree (GED)
 </li>
 <li>
 NMLS certification may be required (or obtained upon hire)
 </li>
 <li>
 Minimum of three (3) years administrative support experience in a lending department; Commercial lending concept and loan documentation preferred
 </li>
 <li>
 Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected
 </li>
 <li>
 Ability to clearly and effectively communicate both verbally and in writing
 
 
 </li>
 </ul>
 E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
 
 
 Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
</div>

Commercial Loan Administrative Assistant

SouthState Bank

<div>
 The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
 
 
 We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
 
 
 
 Summary/Objectives
 
 
 
 The responsibility of a Loan Assistant I is to direct the timely processing and fulfillment of Commercial loans. Additional tasks may be assigned at the direction of the Market Leaders. As a Loan Assistant I, you will provide essential support with the deal team with the management of simple commercial loans and basic client relationships. Your primary responsibilities will include collecting and organizing borrower documentation, inputting data into the loan processing system, and assisting with the preparation of loan files for loan closings and funding and the fulfillment of post-closing documentation requirements. You will also serve as a point of contact for clients throughout the life cycle of their lending relationship.
 
 
 This entry-level role is perfect for individuals looking to start a career in commercial lending, with opportunities for growth and development.
 
 
 
 Essential Functions
 
 
 
 
 PRIMARY RESPONSIBILITIES
 
 
 
 <ul>
 <li>
 Assist in tracking and management of the loan pipeline, loan maturities, the uninsured reports, and past dues reports, ensuring timely processing and adherence to deadlines.
 </li>
 <li>
 Remain knowledgeable of all State and Federal lending and documentation regulations as well as Bank policies and guidelines ensuring compliance
 </li>
 <li>
 Collect and organize all necessary documentation from borrowers, such as income verification, credit reports, and identification.
 </li>
 <li>
 Input data into loan processing systems accurately and efficiently.
 </li>
 <li>
 Provide back-up support to other Loan Assistants to cover PTO requests, and absences.
 </li>
 <li>
 Order title searches, UCC searches, appraisals and flood certifications as needed.
 </li>
 <li>
 Coordinate closings with lenders, attorneys, insurance agents and clients.
 </li>
 <li>
 Initiate the disbursement of closing funds and issues loan proceeds via checks and/or wires.
 </li>
 <li>
 Review closed and funded loans for document completion, ensure that loans are booked in a timely and accurate manner.
 </li>
 <li>
 Contact settlement agents, register of deeds, and title insurance agencies to obtain post-purchase documentation, as necessary. Maintain a tickler system on any outstanding post-closing documentation (collateral and exception monitoring) and report on status during weekly meetings.
 
 
 
 </li>
 </ul>
 
 Lender / Customer Support
 
 
 
 <ul>
 <li>
 Maintain clear and effective communication with lenders (likely 1-2), and other stakeholders throughout the loan process.
 </li>
 <li>
 Provide exceptional client service through offering assistance and responding to questions and requests for information.
 </li>
 <li>
 Notify clients of any issues or discrepancies that may arise and assist in resolving them.
 
 
 
 </li>
 </ul>
 
 Culture Champion
 
 
 
 <ul>
 <li>
 Advocate our culture by providing prompt, efficient, and exceptional customer service.
 </li>
 <li>
 Build internal and external relationships with customers.
 </li>
 <li>
 Demonstrate a commitment to the Company&rsquo;s core values.
 </li>
 <li>
 Strong work ethic, results driven, committed to meeting deadlines and achieving company and department goals.
 </li>
 <li>
 Participate with community organizations and in community projects.
 </li>
 <li>
 Actively participate in learning and development for continued personal and professional development.
 
 
 
 </li>
 </ul>
 
 Confidentiality and Compliance
 
 
 
 <ul>
 <li>
 Ensures confidentiality of all sensitive material and matters, directs documents to the appropriate parties, obtains approvals as necessary, and ensures deadlines are met.
 </li>
 <li>
 Adhere to compliance, security and internal guidelines and requirements for position and applicable compliance and consumer protection regulations, preventing fraud and protecting customer assets.
 
 
 
 </li>
 </ul>
 Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
 
 
 
 COMPETENCIES
 
 
 
 
 Skills Necessary
 
 
 
 <ul>
 <li>
 Excellent time management, organizational skills, and attention to detail required.
 </li>
 <li>
 Excellent communication, and interpersonal skills.
 </li>
 <li>
 Excellent computer skills required, especially Microsoft Office.
 </li>
 <li>
 Ability to prioritize tasks, think and work independently.
 </li>
 <li>
 Ability to exercise good judgment to analyze and problem solve situations that arise. Ability to exercise personal and professional responsibility and work with limited direction.
 
 
 
 </li>
 </ul>
 
 Qualifications, Education, And Certification Requirements
 
 
 
 <ul>
 <li>
 Education: A high school diploma or equivalent is required. Bachelor&rsquo;s degree or additional course work in banking, finance or lending is an asset.
 </li>
 <li>
 Experience:
 </li>
 <ul>
 <li>
 A minimum of one (1) year of experience in commercial lending documentation is preferred.
 </li>
 <li>
 A minimum of one (1) year of Commercial Banking support experience or client service experience within a financial institution by being able to field client&rsquo;s account inquiries and/or maintenance requests with clear and efficient communication.
 
 </li>
 </ul>
 </ul>
 
 Training Requirements/Classes
 
 
 
 Required annual compliance training, New Employee Orientation
 
 
 
 PHYSICAL DEMANDS
 
 
 
 Must be able to effectively access and interpret information on computer screens, documents, and reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk.
 
 
 
 WORK ENVIRONMENT
 
 
 
 This position could be in a cubicle or private office environment that may be loud throughout the day. If applicable telecommuting roles no matter if hybrid or 100% full time telecommuting must have a secure home office environment that is free from background noise and distractions. They must also have a reliable private internet connection that is not supplied by cellular data (hot spot). Cable or fiber connections are preferred. Requirements are subject to change, as new systems and technology are delivered.
 
 
 
 TRAVEL
 
 
 
 Travel may be required to meet with lender and/or client meetings as needed. In addition, travel may be required to attend all hands meetings, career development, site visits, acquisition/merger support, etc.
 
 
 Work Location: 20 N Orange Ave, Suite 1303 Orlando, Florida 32801
 
 
 Equal Opportunity Employer, including disabled/veterans.
</div>

Loan Assistant I

United Community Bank

<div>Overview:
<div>
Assist with consumer and commercial loans in compliance with financial institution policies and procedures. Input and update loan data into financial institution computer system; assemble and verify loan documents for accuracy.</div>
What You&rsquo;ll Do:
<ul><li>Provide administrative assistance to the loan officer and staff, including updating loan data or inputting loans into the system as needed, and assembling of loan documentation</li><li>
Ensure loan files contain documents with proper signature, dates, and other relevant data</li><li>
Assemble and verify accuracy of loan documentation</li><li>
Check documents for proper vesting, legal descriptions, closing dates, and signatures</li><li>
Perform variety of clerical duties requiring knowledge of departmental procedures and use office computers for data input and other activities
</li><li>Order credit reports</li><li>
Answer customer inquiries
</li><li>Be familiar with bank products and services and look for opportunities to develop new customer relationships and strengthen existing customer relationships using United&rsquo;s need-based sales approach
</li><li>Work loan exceptions</li><li>
Obtain and work insurance list</li><li>
Create and/or verify wire transfers</li><li>
Assist other departments on a temporary basis as needed during peak hours</li></ul>
Requirements For Success:
<ul><li>High School diploma or equivalent
</li><li>Minimum of 1 year experience in a financial organization preferred</li><li>
Experience in commercial and consumer lending preferred</li><li>
Successful completion of in-house training program or approved external training program</li><li>
Good interpersonal communication and organizational skills</li><li>
Proficient keyboarding skills</li><li>
Proficient in Microsoft office programs</li><li>
Good understanding of financial institution products and services and procedures pertaining to loan operations and compliance</li><li>
Attention to detail</li><li>
Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
</li></ul>Conditions of Employment:
<ul><li>Must be able to pass a criminal background &amp; credit check</li><li>
This is a full-time, non-remote position</li></ul> 
FLSA Status: Non - Exempt 
Ready to take your career to the next level? Apply now and become a vital part of our team! 
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. 
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Pay Range: USD $18.00 - USD $23.03 /Hr.</div>

Loan Officer Assistant

Knock

Knock is redefining the home buying and selling experience, and we're only getting started! We're a passionate team of industry experts who knew there had to be a better, simpler way for people to navigate the journey between homes. That people-first mindset is core to how we operate, and why Knock has been honored as one of Inc.'s Best Workplaces six times in the past seven years. We bring that mindset into the work we do every day. The Knock Bridge Loan&trade; empowers homebuyers to 'buy before they sell', by unlocking the equity in their current home, giving them greater convenience, certainty, and competitiveness. Founded in 2015, Knock has grown into a trusted partner for thousands of homebuyers and a network of 60,000+ loan officers and agents across the country. Backed by top investors like Foundry Group, Trinity Capital, and the National Association of Realtors, we've built a reputation for innovation and trust, earning 900+ five-star Zillow and Trustpilot reviews and an A+ BBB rating. Join our growing team and help shape the future of homebuying! To learn more, visit Knock.com Loan Assistant - Remote As a fully remote Loan Assistant, you will support the customer journey from application to funding, provide an overview of Knock's products and programs, and assist with seeing customers through to a successful closing. This position works Pacific or Mountain time. <ul><li>Assist the process by gathering required documentation to successfully submit the loan file for processing/underwriting and obtaining Initial Closing Disclosure signatures to meet on-time closings</li><li>Successful and effective pipeline management consisting of 30 loan closings per month</li><li>Complete Patriot Act based on customer ID</li><li>Ensure minimum submission requirements and documents are met prior to submitting loans to processing</li><li>Assist other team members with any borrower requests</li><li>Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates within 24-48 hours of receiving loan</li><li>Experience with condo approval requirements including requesting documents and reviewing documents to ensure all relevant questions are completed</li><li>Excellent customer service is second nature, with a natural inclination to assist others</li><li>A quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to success</li><li>Collegially competitive: meet or exceed individual quotas and expected company metrics while also sharing what is and isn't working with an understanding that a rising tide lifts all ships</li><li>Responsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturned</li><li>Comfortable working autonomously: able to follow guides, job aids, and scripts to complete tasks such as gathering loan documentation and disclosing loan files - you search for your answer before asking a question</li><li>Promote a culture that puts People First, with an emphasis on best-in-class customer service from lead to closing</li><li>Continually learn, grow, and expand your knowledge of the mortgage origination process</li><li>Take on ad-hoc projects as they arise &amp; always be willing to support your team where they need you</li></ul>Qualifications - You'll bring: <ul><li>1+ years of experience in mortgage operations and/or processing</li><li>Active NMLS license or ability to acquire an NMLS license within the first 90 days of hire</li><li>Recent experience working in the Pacific or Mountain Time Zone</li><li>Experience using Encompass, Blend and/or Google Suite required</li><li>You are comfortable with change and working in a fast-paced, startup environment</li><li>You are a team player and a fantastic communicator (written and verbal) - naturally inclined to deliver amazing customer service</li><li>Ability to review and interpret internal guidelines</li><li>Process oriented with a keen eye for detail</li><li>Belief in creating diverse, equitable, and inclusive practices and programs that will further Knock's commitment to making an impact, learning, putting people first, being open, and courageous</li><li>Have proven success working 100% remote in prior positions &amp; are experienced working with a distributed, national team</li><li>Education: High school diploma or equivalent</li></ul>Physical Requirements: <ul><li>Set up and constantly operate a computer</li><li>Communicate and exchange accurate information to others via telephone or internet video applications</li></ul>The candidate must be able to perform the essential functions of the job, with or without reasonable accommodation. Compensation and Benefits: Our Compensation Philosophy: As a fully remote (U.S.-based) workforce, our goal is to ensure that all Knockstars are fairly compensated. Please note that the salary range information that follows is a good faith estimate for this position provided pursuant to the Colorado Equal Pay for Equal Work Act for Colorado applicants. The salary for this position is: $53,000 USD + incentive plan (bonus). This job posting will expire 6/15/2026. Offer &amp; Employment Terms The actual offer, reflecting the total compensation package &amp; benefits, will be at the company&rsquo;s sole discretion, and determined by factors including but not limited to years of experience, job level, geographic location, and other relevant business considerations. The company also reserves the right to amend or modify this job description, employee perks, and benefits at any time. Employees eligible for bonus and/or commission will be provided details in the offer letter. ❓Why Knock -Purpose-Driven Work: Your contributions will improve the homeownership journey for thousands of individuals and families. -Remote-First Flexibility: Work from anywhere in the U.S. with a flexible, people-first approach. -Innovative Culture: Collaborate with curious, talented colleagues in a supportive, growth-oriented environment. To learn more about the culture at Knock, view our POPSICLE values. -Commitment to Inclusion: We are dedicated to creating diverse teams and an inclusive, respectful culture where everyone belongs. Enjoying Life &amp; Making an Impact -Since our founding in 2015, Knock has and continues to offer a 100% remote work culture -Top tier medical, dental, &amp; vision benefits for full time employees starting on the first day of employment -Flexible Paid Time Off for full time employees -Paid parental leave for all full time employees: - 12 weeks paid parental leave for the birthing parent - 6 weeks paid parental leave for the non-birthing parent -One thousand annually for professional development -Life, AD&amp;D and Disability insurance for full time employees -401K (noncontributory by Knock) for all employees -$75 monthly allowance for health &amp; wellness -Up to $400 monthly for a co-working space for eligible employees -$100 monthly allowance for home internet, mobile phone or other communication devices -$2,500 referral bonus for eligible employees Equal Opportunity Employer Knock provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable US federal, state, or local laws. Internal Applicants If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. Remote Culture &amp; Company Mission We are proud to be a remote, distributed company with employees across 17 states and counting. This is an amazing opportunity to be an integral part of building a multi-billion dollar consumer brand in an industry that is long overdue for a new way of doing things. You will be working with a passionate team that is disrupting the status quo. Knock, and its subsidiaries, are committed to creating a diverse, inclusive, and equitable environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable US federal, state, or local laws. Recruiter Policy Please no recruitment firm or agency inquiries &amp;mdash; you will not receive a reply from us. Application Tip PDF is our preferred format for resumes and any other attachments. Thank you! #LI-Remote Job Type: Full-time Benefits: <ul><li>401(k)</li><li>Dental insurance</li><li>Employee assistance program</li><li>Employee discount</li><li>Flexible schedule</li><li>Flexible spending account</li><li>Health insurance</li><li>Health savings account</li><li>Life insurance</li><li>Paid time off</li><li>Parental leave</li><li>Professional development assistance</li><li>Referral program</li><li>Retirement plan</li><li>Tuition reimbursement</li><li>Vision insurance</li></ul>People with a criminal record are encouraged to apply Work Location: Remote

Loan Assistant - Remote

State Bank Northwest

SUMMARYThe position of Commercial Loan Processor is responsible for preparing commercial, Ag, SBA, consumer &amp; TRID loan documentation; process customer loan payments and advances; boards loan to core system and images loan documentation; promotes business for the Bank by maintaining excellent customer relations. This is a full-time, on-site position M-F.ESSENTIAL DUTIES&middot; Completes commercial and Ag loan documentation&middot; Understanding of UCC/Real Estate/Crop collateral documentation requirements &amp; perfection&middot; Prepares Consumer loan document requests&middot; Understanding of Loan Estimate and Closing Disclosure requirements&middot; Reviews loan documentation for accuracy&middot; Boards signed loans to core maintaining data integrity&middot; Responsible for the disbursement of new loan funds&middot; Indexing of loan documentation to imaging system&middot; Prepare and maintain collateral files, ensuring complete and accurate documentation&middot; Process paid off loans &amp; collateral release&middot; Insurance tracking &amp; follow-up&middot; Detail and accuracy are a must&middot; Be able to effectively prioritize in a high-paced environmentJob Type: Full-timePay: $25.00 - $33.00 per hourBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>How many years of LaserPro experience do you have?</li></ul>Education:<ul><li>High school or equivalent (Preferred)</li></ul>Experience:<ul><li>Commercial Document Preparation: 2 years (Required)</li></ul>Work Location: In person

Commercial Loan Processor

Florida Credit Union

<div>Join Our Team at Florida Credit Union &ndash; Where Your Future Shines Bright!
About Us:
At Florida Credit Union, our mission is clear: to enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you&rsquo;re not just starting a new job; you&rsquo;re joining a vibrant community dedicated to making a positive impact. We pride ourselves on fostering a dynamic, collaborative work environment where every team member is valued and supported.
Why You'll Love Working with Us:<ul><li>
Dynamic Team Environment: Work in a supportive and collaborative atmosphere where your ideas and contributions are valued.</li><li>
Extensive Training: Receive comprehensive training to ensure you&rsquo;re set up for success from day one.</li><li>
Exceptional Benefits: Enjoy a competitive benefits package designed with your well-being in mind.</li><li>
Career Growth: Explore numerous opportunities for professional development and advancement within our organization.</li></ul>
Position Overview:
Provides operational support to the Commercial Services Department by coordinating workflow of commercial loan requests from approval to closing, booking, and post-closing audit. This position coordinates the service and management of loan documentation, loan booking, filing and recording liens, maintenance of collateral perfection, administration of loan files and tracking of post-closing loan requirements. By monitoring incoming commercial loan requests to ensure compliance with internal policies and procedures as well as regulatory and legal requirements, this role will help safeguard our institution and our members&rsquo; finances.
Your Key Responsibilities:<ul><li>
Close loans in compliance with credit approval, loan settlement statement, and audit procedures</li><li>
Perform loan document review and due diligence review of third-party reports. Request and obtain necessary documentation, including but not limited to, entity documents, title commitments, surveys, appraisals and environmental reports from third party providers such as attorneys, inspectors and appraisers.</li><li>
Work with outside counsel to initiate loan documentation, including legal searches required by obtaining property tax information, calculating tax escrows, and preparing loan closing numbers.</li><li>
Ensures accurate documentation is prepared for each loan prior to closing. Reviews documents for accuracy and adherence to approval terms. Review loan documentation for accuracy and completeness prior to closing. Proven ability for exceptional proofreading skills with a focus on consistency and technical precision.</li><li>
Processes invoices, fees collected and calculates disbursements at closing to ensure accurate accounting tracking.</li></ul>
What We're Looking For:<ul><li>
Associates Degree, Bachelor&rsquo;s Degree or Paralegal certificate preferred.</li><li>
Five years of experience as a commercial loan processor or closer with experience in most aspects of underwriting/processing/closing commercial loans for a similar type of financial institution.</li><li>
Experience in commercial regulatory and/or banking policy preferred.</li><li>
A current driver&rsquo;s license.</li></ul>
Ready to Make a Difference?
If you&rsquo;re passionate about supporting your community and eager to grow your career with a team that truly cares, we want to hear from you! Apply today and take the first step towards a rewarding career with Florida Credit Union.
Become a vital part of our mission to support and uplift our members &ndash; apply now!</div>

United Bankers' Bank

<div>As a Commercial Loan Portfolio Manager at United Bankers' Bank, your analytical thinking, passion for finance, and talent for relationship building will support our dynamic lending team and play a critical role in ensuring the health of our loan portfolio, supervising the renewal cycle, providing strategic recommendations on risk ratings, and driving the success and growth within the UBB lending department 


The ideal candidate will be located in the Twin Cities and will have the option to work a hybrid schedule in the office 3 days per week, Tuesday &ndash; Thursday, after the initial training period. 

Essential Responsibilities
<ul><li>
Analyzes and underwrites Commercial customers and credit products that include Commercial Real Estate [CRE], Commercial and Industrial [C&amp;I] businesses, agriculture, bank holding companies and their subsidiary banks and individuals.</li><li>
Possesses considerable knowledge of Commercial credit policies, credit analysis, procedures and philosophy.</li><li>
Demonstrated financial and risk analysis skills.</li><li>
Has experience in structuring various types of Commercial credit and evaluating collateral with respect to value, marketability and control.</li><li>
Provides ongoing administration of an assigned loan portfolio including review of the financial and business status of the borrower and recommending risk rating changes when appropriate.</li><li>
Supervises the loan renewal cycle and works with the lender to facilitate credit approval and loan documentation as needed.
</li><li>Conducts annual reviews as part of ongoing portfolio monitoring.</li><li>
Resolves credit problems, delinquent payment issues and other related affairs.</li><li>
Monitors loan covenants to ensure compliance and follow-ups on any covenant violations.</li><li>
Develops strong relationships and ensures prompt communication with client banks and borrowers via written or verbal correspondence.
</li><li>Sends and tracks correspondence and follows up on loan requests in a timely manner.</li><li>
Verifies that loan bookings directly correlate with the terms of the approval.</li><li>
Assists Credit Administration management in preparing reports on loan portfolio metrics.
</li></ul>Knowledge, Skills &amp; Abilities
<ul><li> Bachelor&rsquo;s degree with formal credit training or MBA
</li></ul><ul><li> 5+ years of experience in Commercial underwriting and Credit Administration activities.
</li></ul><ul><li> Previous experience as a Portfolio Manager in a Commercial Banking setting preferred</li></ul>
<ul><li> Excellent verbal and written communication skills</li></ul>
<ul><li> Technical aptitude</li></ul>
<ul><li> Problem solving and presentation skills</li></ul> 


Benefits
<ul><li> Medical, Dental, and Vision</li></ul>
<ul><li> HSA with a generous company contribution</li></ul>
<ul><li> Medical and Dependent Care Flexible Spending Accounts</li></ul>
<ul><li> 401(k) plan with a 3% company contribution, plus up to an additional 1% match -Roth option available</li></ul>
<ul><li> 12 Paid holidays</li></ul>

To continue to learn more about our superior benefits package and apply for this position, please visit our Careers page at https://www.ubb.com/about-us/careers. 

Pay Range
<ul><li> $90,000.00 - $115,000.00 Salary; depending on education, qualifications, experience</li></ul>
<ul><li> Annual bonus target: 8% of annual pay dependent on company and personal performance
</li></ul>Headquartered in Richfield, MN and chartered in 1975, United Bankers&rsquo; Bank (UBB) is the nation&rsquo;s first bankers&rsquo; bank. Today, UBB has over $1 billion in assets, and is a trusted correspondent banking partner to over 1,000 community banks from the West Coast to the Great Lakes and South Atlantic. Our &ldquo;First for Your Success&rdquo; motto is a guiding principle that establishes the success of each and every customer and UBB employee as our number one priority. 

United Bankers&rsquo; Bank is an EEO/AA employer: All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by law.</div>

Commercial Loan Portfolio Manager

Search 10000+ Commercial loan assistant jobs near you this May. New roles added regularly across leading industries. Apply today.

10000 commercial loan assistant jobs Near Me

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