Job Description:

Description

The Loan Assistant is responsible for assisting the Portfolio Managers and Credit Managers with various loan administration tasks including tickler administration, customer/borrower inquiries, loan origination administration, and other loan portfolio administration duties as assigned.

Essential Duties and Responsibilities include the following:

• Provides general assistance to the Credit and Portfolio Management team


• Works closely with Credit Analyst and Portfolio Manager to ensure financial packages are complete


• Manages financial reporting and covenant ticklers as directed by Portfolio Manager


• Assists borrowers with payoffs, loan advances, and other general inquiries


• Ensures electronic loan files set up, complete, and imaged in a proper and timely fashion


• Works closely with the Portfolio Manager in the initial preparation of Letters of Interest, Letters of Approval, and other written correspondences


• Engages site inspections, Westlaw Reports, credit reports, UCC searches and other 3rd party reports as needed basis


• Performs other duties and tasks as requested by the Credit Manager or Director.

Qualification:

• High school diploma or equivalent credential required


• Familiar with commercial lending terminology


• At least 12 months experience in a lending administration environment


• Strong organizational skills


• Ability to multi-task and easily change priorities

Preferred Qualifications:

• 2-year college program (AA Degree in Business Administration)


• Knowledge of CASH Suites, Sales Force and FIS Horizon a plus

KNOWLEDGE, SKILLS, ABILITIES REQUIRED:

• Proficient computer skills including Microsoft Office (Word, Excel, Outlook), ad lending software applications and


• Excellent written and verbal communication skills with both internal colleagues and external clients and