Commercial Loan Operations Assistant at United Community providing sales and administrative support to CRMs. Collaborating on loan production and ensuring customer requests are handled effectively.
Responsibilities
Provide sales and administrative support to CRMs and other partners
Assist in loan production by collecting, ordering, and tracking necessary information for risk assessment and underwriting
Prepare written communications on behalf of CRMs, such as commitment letters, term sheets, and thank you notes
Monitor reporting and identify necessary actions for maturities, auto-renew letters of credit, insurance, and real estate taxes
Provide exceptional services and respond to internal and external customer requests
Collaborate with CRMs, Commercial Loan Closers, Underwriters, Doc Prep, and/or outside counsel on loan closings
Requirements
Minimum of 2 years of experience in credit operations, loan servicing, or customer support within the financial services industry
Strong interpersonal skills with clear and professional verbal and written communication skills
Solid understanding of federal and state banking regulations and compliance standards
Exceptional attention to detail and analytical thinking with a proactive approach to problem solving
Ability to manage multiple priorities independently while maintaining accuracy and meeting deadlines
PREFERRED : Hands-on experience with commercial loan documentation, processing, or servicing
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