Commercial Loan Officer Assistant (CLOA)

Commercial LoaThe Commercial LOA will play a critical role in the commercial lending process by collaborating with Commercial Relationship Managers (CRM) to support new and existing customers. The Commercial LOA will also collaborate with Commercial Loan Closers in facilitating a credit through the commercial process.

Beneficial OwnershipOFACAssist with preparation of written communication on behalf of the CRM to include commitment letters, term sheets, thank you notes, etc. Complete the Credit Lens Loan Worksheet, confirming agreement with final approval documents, to engage the Commercial Loan CloserAssist CRM by monitoring reporting and identifying where action needs to be taken, including but not limited to: Maturities Auto-Renew Letter of Credit InsuranceReal Estate taxes Provide outstanding service and respond to requests from internal and external customers Collect customer financial statements, as required by the loan agreement, in a timely manner and load to Credit Lens Collaborate with CRM, Commercial Loan Closer, Underwriter, Doc Prep and/or outside counsel on loan closings; collect executed documents from CRM and submit Submit customer maintenance requests to Loan Operations for completion Transfer and assign notes Facilitate ongoing disbursement requests including coordination with Construction Administration Complete assigned Post-Close tasks in Credit LensManage WIP files Resolve critical and material exceptions as assigned Participate in all required compliance training, as well as internal and external training programs, online training, meetings, or other education events as assigned by Loan Ops and Bank leadership. Adhere to Corporate policies and procedures as prescribed. Exemplify behaviors in alignment with the bank's vision, mission, and culture; exhibit professionalism at all times. Provide world-class service to internal and external customers with a sense of urgency and positive attitude. Take ownership of other duties as assigned.

Demonstrate strong organization and time management skills and the ability to balance competing priorities to meet multiple deadlines.