Commercial Lending Assistant
| Company | Lake Michigan Credit Union |
|---|---|
| Location | Tampa, FL, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- High school diploma or general education degree (GED).
- Minimum five years of customer service experience.
- Minimum five years of commercial banking and/or title company experience with time spent in commercial/real estate lending area.
- Must be knowledgeable and experienced in closing of various real estate loan transactions.
- Ability to read and interpret documentation on loan operation, credit policy & procedure manuals.
Responsibilities
- Assist customers with servicing of business depository and loan accounts.
- Process advances on business lines of credit; obtain proper approval for all advances.
- Perform public records search for all new loan requests, pull credit reports.
- Assist commercial clients with issues relating to customer accounts (i.e. cleared checks, transfer of funds, loans, etc.).
- Assist lenders in monitoring of past dues payments, collateral, insurance and financial statement exceptions.
- Process paperwork and assist lenders in approval, documentation and funding of all loans. This includes communications with loan operations, title company, attorney, appraiser, environmental review company, insurance company, borrower, etc.
- Provide weekly past due reports, daily loan portfolio report, monthly loan production, fee income & portfolio growth reports.
Preferred Qualifications
-
No preferred qualifications provided.