Job Description
GENERAL DESCRIPTION OF POSITION
The Senior Loan Assistant assists Loan officers and designated personnel with gathering information and loan documentation for credit analysis, underwriting, closings, and maintenance of commercial loan portfolios, client information, and loan files.
ESSENTIAL DUTIES AND RESPONSIBILITIES
1. Completes required BSA/AML training and other compliance training as assigned.
2. Working with Loan officers, customers and others to obtain required information and documentation necessary to properly analyze commercial credit requests.
3. Working closely with the Loan Operations Staff to insure efficient, thorough and accurate preparation of loan documentation.
4. Assisting Loan Officers with the data entry into various spreadsheets, analytical software and bank data systems.
5. May prepare lien perfection documents, loan exhibits and other forms and ancillary loan documents and p...