Commercial Lending Assistant I

**Commercial Lending Assistant I** The Institution for Savings is seeking a Commercial Lending Assistant I to provide administrative support to Commercial Lenders and assist with portfolio management, pre-closing, and post-closing procedures, prepare and execute funding of loan packages and documentation in accordance with Bank’s guidelines, and work on special projects as assigned by Lenders and VP Loan Operations. **Responsibilities** include the following. Other duties may be assigned. - Order OFAC, and Flood Certificates, if the property is in a special flood hazard area, assist lenders for follow up and compliance. - Complete UCC lien searches and lien filings; maintain UCC tickler and current liens by filing continuations and terminations when needed. - Upon approval of a loan, draft commitment letters, assist lenders with loan processing, compliance documents, and maintain the credit/legal files as instructed by the Lender. - Assist lenders with documentation review prior to new loan closing to ensure the Promissory Note and documents are consistent with the terms of the approval. - Book and fund new commercial loans, monitor files for required documentation and ensure that the loan is in compliance with the original approval and meets compliance standards. - Prepares loan closing documentation through Onboard, export loans upon closing and disburse loan proceeds. - Ensure all documentation for new requests and existing portfolio is uploaded to the appropriate loan and/or relationship ID. Quality Control (QC) uploads to Synergy when applicable. - Prepare Note Modification Agreements and process changes in accordance with approval. - Monitor insurance policies. - Handle payoff requests and post-payoff process. - Complete Service Requests for loan maintenance, line of credit advances, construction advances, auto-pay set up, loan payments, etc. - Apply Participation Loan remittances and construction advance disbursements when applicable, ensuring all back-up documentation is uploaded. - Take phone calls, messages, and other duties/projects as assigned by Lenders and SVP. - Successfully complete annual regulatory training as required by the bank and adhere to all applicable banking regulatory requirements for this position. - Follow and track delinquent real estate taxes for commercial loans. **Job Qualifications:** - High School diploma with at least two years of banking experience. - Advanced knowledge of the Microsoft Office suite. - Excellent written, verbal and interpersonal communication skills. - Self-motivated, proactive, and goal oriented. - Utilizes strong organizational skills to perform and prioritize a high volume of tasks simultaneously. - Embraces the team-oriented culture and works collaboratively throughout the Bank. Hourly Pay Range $30-$35 The salary range listed is just one component of the Bank’s total compensation package. Other rewards include fully paid medical, dental and vision insurance, as well as dollar-for-dollar 401(k) match up to 10%; life insurance; disability plan; pension plan after 2 years of service; generous vacation and paid-time off; and quarterly incentive. The Institution for Savings is an Equal Opportunity Employer. Member FDIC. Member DIF.