Commercial Loan Assistant

Fort Wayne, IN

Full Time

Entry Level

GreenWay Bank is seeking a Commercial Loan Assistant to join our Fort Wayne team! In this challenging role you'll support our commercial lending processes, provide excellent customer service to our commercial clients, and collaboratively support internal partners through a variety of administrative tasks and responsibilities. This position is located in our downtown Fort Wayne office.

GreenWay Bank is a community bank with offices in Fort Wayne, Indiana, and Van Wert, Ohio. We're locally owned, locally operated, and locally focused. We invest in our communities, and we'd like to invest in you, too... consider joining our dynamic and growing team, and apply today!

ESSENTIAL RESPONSIBILITIES & DUTIES

Provide administrative support by assisting loan officers with scheduling meetings, follow-ups, and other daily and periodic tasks as needed.
Manage loan tracking systems and ensure that all milestones are met.
Liaise with clients to gather necessary information and answer inquiries regarding new or ongoing loan applications, account issues or needs, or any other questions or issues that may arise
Work with clients to obtain ongoing financial statement and documentation requirements as established in the loan agreements.
Maintain professionalism and confidentiality while interacting with clients and internal teams.
Prepare and organize loan documentation including applications, agreements, and required disclosures.
Monitor new application timelines for Reg B Compliance.
Ensure all loan files are compliant with bank policies and regulatory standards.
Monitor the Bank’s financial statement and documentation exception list including all past due and coming due statements. Maintain exceptions below established Bank limits.
Stage all new applications within the Bank’s Loan Operating System software and pull all necessary documents and other information to send the application to Credit for underwriting.
Generate reports for loan status and performance metrics to support decision-making.
Perform loan due diligence for underwriting and closing preparation such as obtaining credit reports, pulling secretary of state documentation/ business entity reports, requesting UCC searches, and ordering real estate due diligence items (appraisals, title work, and environmental due diligence).
Ensure all pre-closing conditions identified in the approval memos are met and signed off by the appropriate parties.
Order loan documents from the Loan Documentation department for closing.
Work closely with underwriters, credit analysts, and other team members to facilitate the loan approval process.
Provide staffing support for the Fort Wayne retail banking branch by covering as needed for absences, breaks, etc.
Participate in team meetings and contribute ideas for improving processes and client service.
Perform other duties and responsibilities as may be assigned.

QUALIFICATIONS

Bachelor’s degree in Finance, Business Administration, or a related field preferred, or equivalent experience required.
Minimum of 1-3 years previous experience in a banking or financial services role strongly preferred, prior experience in loan processing or commercial lending is a plus.
Strong organizational skills with a keen attention to detail.
Excellent written and verbal communication abilities.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook) and familiarity with loan management software.
Ability to prioritize tasks and meet deadlines in a fast-paced environment.
Customer-oriented mindset with a positive approach and problem-solving attitude.
Ability to work effectively both independently and in a team setting.
High level of integrity and professionalism.
Flexible and adaptable to meet the needs of the team and the business in a growing and changing environment.

PHYSICAL REQUIREMENTS:

Prolonged periods of sitting at a desk and working on a computer.

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Commercial Loan Assistant

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