Lending Assistant

Lending Assistant

The Lending Assistant provides customer service and support to Commercial Lending customers and prospects. This position is responsible for preparing loan summaries for presentation to the Loan Committees, performs loan administration duties and helps prepare loan documentation, and may assist credit analysts with financial spreadsheets functions.

Perform a wide variety of administrative tasks, often for assigned Market President and / or Commercial Lender, to include gathering data, assembling and maintaining credit files, requesting title reports / lien searches / flood certificates, etc., and UCC filings and terminations

Prepare and review loan documentation for accuracy and compliance using Commercial Connect and, if needed, may coordinate with outside counsel in loan documentation preparation

Responsible for upholding the highest level of client service expectations; Handles requests from customers including advances on lines of credit, pay-outs, account transfers, and resolves customer issues as needed

Performs various data analysis involved in the support of client lending activities

Assist with loan disbursements

Assist with Market Meetings as needed

Responsible for entering and maintaining client data into the Commercial Connect and Sales Management system

Clear loan exceptions and financial reporting as needed

Order appraisals

Pull financial reports for customers and ensures timely distribution as needed

Generate officer reports, overdraft, clear past dues, balance G / L accounts monitor collateral, orders supplies, verifies and initiates wires and checks (per authorized limit)

Coordinates materials for presentations, setting up sales calls, maintaining a list of prospective clients and joining sales calls as needed

Other projects and duties as assigned.

High School Diploma or equivalent required

Minimum two (2) years of previous experience working in Banking industry required

Proficiency in Microsoft Office Products required

Ability to successfully complete systems training within 90 days required

Strong verbal and written communication skills required

Ability to demonstrate strong customer service, multi-tasking and flexibility skills required

Ability to work in a fast-paced environment required

Customer Service

Interpersonal Skills

Dependability

Task Management

Sitting for extended periods of time.

Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.

Ability to converse and exchange information with all levels of staff within organization.

Ability to visually view, observe, perceive, identify, and translate data

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.