Commercial Lending Assistant

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

📋 Description

• Provide continuous sales support to commercial lenders while identifying sales and cross-selling opportunities.

• Organize presentation materials and assist in scheduling sales calls.

• Manage daily routine tasks, expedite ad hoc requests, and support CRM management.

• Proactively oversee the loan process from origination to closing.

• Ensure the accuracy and completeness of loan documentation.

• Input financial information into the loan system.

• Address documentation exceptions and update financial statements accordingly.

• Prepare files for portfolio review.

• Maintain prospect lists and generate reports to track maturing lines and loans.

• Monitor past-due accounts and follow up on overdue portfolio items.

• Coordinate the initiation of deposit and other banking services with branch and deposit operations partners.

• Respond promptly to borrower inquiries and issues, delivering excellent customer service.

• Provide administrative support, reporting, and HR-related assistance to the lender.

• Advocate for social, economic, environmental, and racial justice while pursuing sustainability education.

• Ensure adherence to bank policies, procedures, regulations, and state and federal lending requirements.

• Collaborate with Compliance to address suspicious or potentially fraudulent activities.

• Complete mandatory web-based compliance and IT training.

• Deliver high-quality results both independently and as part of a team.

⛳️ Requirements

• Several years of experience supporting commercial bankers.

• Capability to complete assignments with minimal oversight and supervision.

• Technical understanding of commercial banking.

• Bachelor’s degree in finance or equivalent education and formal training preferred.

• Strong accounting and mathematical skills.

• Comprehensive knowledge of banking and commercial lending.

• Familiarity with regulatory requirements and best practices in loan servicing.

• Ability to learn new tools and effectively utilize technology.

• Excellent organizational, time management, and attention to detail skills.

• Ability to work both independently and collaboratively.

• Compliance with BSA, AML, CIP, OFAC, and relevant state and federal lending requirements.

• Capability to sit, talk, and hear, with the occasional ability to lift up to 20 lbs.

• Willingness to attend remote meetings, travel, and work evenings and weekends as necessary.

• Authorization to work in the United States, verified through E-Verify.

🏝️ Benefits

• Annual bonus, incentives, and equity may be available.

• 100% employer-paid medical, dental, and vision insurance for employees.

• Employer contribution available for dependents.

• Health Savings Account (HSA).

• Complimentary Teladoc telemedicine access.

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

• Employee stock options.

• Exclusive banking perks for employees.

• 0% financing available for employee solar loans.

• Mortgage products exclusively for employees with special interest rates and terms.

• 0% financing for eligible electric vehicles.

• Referral incentives.

• 2–4 weeks of vacation, plus additional tenure-based time off.

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

• Company-paid life insurance.

• Short- and long-term disability insurance options.

• Voluntary life, accident, and critical illness coverage available.

• Employee Assistance Program offering free counseling, legal, and financial services.

• Reasonable accommodations for religious practices, beliefs, and mental health or physical disabilities.