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Business Loan Assistant - Commercial Real Estate
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Full-time
- The Business Loan Assistant provides administrative support and extraordinary service to the Banking team and interacts daily with a diverse group of external callers and visitors as well as with internal clients at all levels of the organization.
- Identify and input information needed to onboard new client, new credit facility opportunities, renewals or modifications into the CRM and loan workflow system; verify that the information is complete and accurate prior to submission to underwriting.
- Obtain and review bank-prepared loan documents from the loan documentation team to align with approved memo.
- Facilitate the closing of credit facilities by gathering all the required loan documents and compliance related documentation for execution by the client; ensure all invoices have been paid and fees have been collected from the client; communicate with loan documentation and loan servicing team regarding the closing, funding, and booking of the loan to the Bank’s core system.
- Track, collect, and clear any post-closing/nonmaterial exception items; including, but not limited to final loan policies, recorded and original documents.
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