Commercial Loan Officer Assistant II (Finance)
JOB RESPONSIBILITIES
- Prepare all types of commercial loan documentation, including SBA Loans necessary for loan closings.
- Prepare Letters of Credit.
- Handle post-closing work such as preparing loans for set-up, recording documents, order final title opinions, etc.
- Train and/or provide task direction to junior commercial loan officer assistants and assist with LaserPro training.
- Type from transcribed dictation and assemble packages for Loan Committee.
- Answer telephones, greet customers, pick up and distribute mail.
- Copy and distribute various reports.
- Order credit reports, flood certifications, and other documents as required.
- Prepare and handle correspondence.
- Ensure all actions performed are in compliance with government regulations and organizational policies and procedures.
- Perform other duties within department as assigned.
SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE
- Position normally requires about one year of education beyond high school consisting of specialized courses in such subjects as accounting, business administration, or banking as represented by a standard AIB certificate.
- Over ten years of commercial loan documentation experience or its equivalent.
- Excellent PC skills with knowledge of Word, EXCEL and other applicable computer software.
- Excellent oral and written communication skills with the ability to interact with high profile commercial loan customers.
- Excellent organizational skills.
- Ability to operate necessary office equipment.
- Driver's license.
- Ability to lift and carry various files.
- Ability to type from transcribed dictation.
.
WORKING CONDITIONS
- Normal office conditions.
- Work is time sensitive and deadline driven.
The above statements are intended to describe the general nature and level of work to be performed by personnel assigned to this job. This information is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel assigned to this position.
