We are seeking a detail oriented Commercial Loan Assistant to join our fast-paced commercial lending team. As a Commercial Loan Assistant for Union Bank, you will provide a variety of administrative duties while working under the direction of the Commercial Loan Administrative Manager. You will be responsible for compiling commercial loan document packages as well as providing administrative support to the Commercial Lenders and commercial loan services staff.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Provide a variety of administrative support such as screening and making calls, booking appointments, etc., including:

b. Coordinate documentation with attorneys as needed.

c. Order in house title searches.

d. Prepare commercial commitment letters based on finalized approval documents.

e. Follow up and respond to customer and in house inquiries on transactions as needed in order to provide superior customer service.

2. Assemble loan documentation packages as required and review approved loan requests for compliance with banking regulations.

3. Work closely with Commercial Document Specialists to ensure compliance with approved terms and conditions prior to and post loan closings and to clear any review exceptions.

4. Work with Loan Officers and Credit Analysts to satisfy pre- and post-closing conditions.

5. Work with Post Closing Loan Review findings to clear and/or satisfy exceptions

6. Verify collateral insurance tracking and resolve issues with third party insurance tracking vendor(s).

7. Process UCC continuations to ensure the continued perfection of the Bank’s existing security interests.

8. Review and process paid notes and including proper release of collateral.

9. Support the Municipal Lending Process by managing the bidding process and completing various municipal lending administrative work such as preparing cash flows, sending bids, responding to inquiries, and other administrative tasks.

10. Review title opinions, title insurance commitments, final title insurance policies, and flood determinations for accuracy and outstanding issues. Work with Commercial Loan Officers and/or Credit Administration to resolve any noted discrepancies or requirements.

11. Process commercial loan denials.

12. Reconcile various internal accounts and reporting on a monthly and/or quarterly basis.

13. Organize and copy loan documents, prepare tickets and checks for closing. Submit payments to banks, town clerks, Secretary of State and others as required.

14. Request loan payoffs as needed

QUALIFICATION REQUIREMENTS:

1. Exceptional customer service and communication skills and willing to go above and beyond for customers and team.

2. Excellent organizational and administrative skills.

3. Mathematical aptitude.

4. Proficiency with Microsoft Office.