Commercial Lending Assistant
Under general supervision, in accordance with established policies and procedures, performs a variety of administrative duties. Working as a team with all of the lending officers to gather information required for Commercial Loan Applications and to help facilitate portfolio management. Extensive contact with customers and the public both in person and on the telephone.
Essential Duties and Responsibilities:
Answer incoming telephone calls (multiple lines), resolves customer inquiries within prescribed authority, and when necessary directing calls to the appropriate loan officer or department.
Schedule appointments for loan officers.
Prepare/compose written correspondence and memos as requested by loan officers.
Follow-up professionally with clients on delinquent previously requested financial information in support of account maintenance and more...
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