Pay Type Salaried State: FL City: Tampa Area of Interest: Credit/Lending Full-Time or Part-Time: Full-time Exempt or Non-Exempt: Non-exempt Job Title Commercial Lending Assistant - Tampa Pay Type Salaried Full-Time/Part Time Full-time Regular/Temporary Regular Expected work hours Salary Grade N16 Job Description
The Lending Assistant assists with loan documentation, processing, closing and monitoring while providing quality service and diplomacy to customer relationships.
Responsibilities include but are not limited to:
• Assist Lenders in procuring documentation and information essential to loan application processing and ongoing portfolio management.
• Review approval for accuracy, and coordinate revisions as necessary.
• Assist lenders with providing superior customer service to existing customers by resolving issues and providing accurate and timely information.
• Engage Attorney or Doc Prep to prepare documents for closing.
• Collect due diligence needed to close loans in accordance with approval.
• Act as liaison with attorneys and lenders and coordinate closing dates.
• Obtain all necessary Insurances and ensure sufficient coverage requirements are met prior to closing.
• Process loan payments, draws on lines of credit, payoffs and credit advances.
• Monitor pipeline reports to ensure timely closings.
• Carefully review loan documents for closing to ensure accuracy; close loans when necessary.
• Review Title Commitment and Final Title Policy for accuracy.
• Clear any documentation exceptions.
• Communicate with Lenders any issues that arise prior to closing.
• Order items necessary to complete the file.
• Prepare Commitment Letters when required.
• Disburse loan proceeds at closing.
• Prepare booking packages post-closing.
• Follow up on past due loans.
Requirements
Required Skills:
• Detailed-oriented and possess excellent organizational, follow-up, and customer service skills.
• Must possess ability to work independently, have excellent problem-solving skills.
• Must be proficient with word processing and spreadsheet software programs.
• Good written and oral communication skills.
Required Experience:
• High School Diploma or equivalent and a minimum of 3 years' Lending Assistant or Loan Processor experience.
• Knowledge of Commercial Real Estate and C&I loan documentation preferred.