Also referred to as:
Commercial Lending Support Representative
Requirements and Responsibilities
Commercial Lending Assistant supports Loan Officers in managing commercial lending activities by coordinating documentation, processing loan files, and facilitating client communications. Prepares and reviews loan documentation packages to ensure completeness, accuracy, and compliance with internal policies and regulatory requirements. Being a Commercial Lending Assistant communicates with clients, underwriters, credit analysts, and third-party vendors to collect financial statements, credit information, and required due diligence materials. Tracks loan application status, monitors key deadlines, and updates loan origination systems to maintain accurate records. Additionally, Commercial Lending Assistant maintains organized loan files and ensures timely follow-up on outstanding conditions prior to closing and funding. Requires a high school diploma. Typically reports to a supervisor. The Commercial Lending Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Commercial Lending Assistant typically requires 1-3 years of related experience.
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