Commercial Lending Assistant

This is a fully remote position, open to applicants in Florida.

📋 Description

• Oversee the loan process from initiation to closing.

• Ensure the accuracy and completeness of documentation, addressing any exceptions.

• Enter financial data into the loan system and refresh financial statements.

• Prepare documentation for portfolio evaluation.

• Maintain lists of prospects and generate reports on maturing loans and lines of credit.

• Track overdue accounts and ensure effective communication and follow-up.

• Provide support for sales and identify opportunities for sales and cross-selling.

• Organize presentation materials and assist in scheduling sales meetings.

• Manage daily routine operations, respond to ad-hoc requests, and oversee CRM management.

• Keep the lender organized and ensure requests and requirements are completed promptly.

• Coordinate with branch and deposit operations partners for opening deposits and other banking services.

• Foster internal relationships for efficient turnaround times.

• Act as the primary point of contact for borrowers, addressing inquiries and issues.

• Assist the lender with administrative duties, reporting, and HR-related tasks.

• Uphold commitments to environmental, social, economic, and racial justice.

• Complete required compliance and IT training while adhering to bank policies, procedures, and regulations.

• Report any suspicious activities and collaborate to prevent fraud.

⛳️ Requirements

• Bachelor’s degree in finance or equivalent education and formal training, coupled with strong accounting and math skills is highly desirable.

• Previous experience assisting commercial bankers.

• Strong accounting and mathematical abilities.

• Comprehensive understanding of banking and commercial lending practices.

• Familiarity with relevant regulatory requirements and compliance standards.

• Capability to quickly learn new tools and utilize technology for enhanced efficiency.

• Valid U.S. work authorization; visa sponsorship is not available.

• Must declare as a non-smoker or commit to cessation within 90 days of accepting the offer.

• Willingness to occasionally work evenings and weekends as necessary.

• Completion of cognitive and personality assessments.

• Credit and background checks required prior to the final interview.

• Provision of references from former mentors and supervisors.

• Ability to stand and sit for extended periods, communicate frequently, use a PC, type, maintain sustained attention to the monitor, and occasionally lift up to 20 lbs.

🏝️ Benefits

• Potential for annual bonus, incentives, and equity.

• 100% employer-paid health insurance for employees; employer contribution for dependents.

• Comprehensive medical, dental, and vision coverage.

• Health Savings Account (HSA) available.

• Free telemedicine services through Teladoc.

• 401(k) plan with a 6% employer match and no vesting period.

• Employee stock options offered.

• Unique banking perks exclusively for employees.

• 0% financing options for employee solar loans.

• Special mortgage product for employees with exclusive interest rates and terms.

• 0% financing available for qualifying electric vehicles (EVs).

• Referral bonuses offered.

• Vacation entitlement of 2–4 weeks, depending on officer level, plus additional time based on tenure.

• 64 hours of paid sick leave for all full-time employees.

• Company-funded life insurance provided.

• Coverage for short- and long-term disability insurance.

• Optional life, accident, and critical illness insurance available.

• Employee Assistance Program (EAP) that includes free counseling, legal, and financial services.