Commercial Lending Assistant Resume Samples

A Commercial Lending Assistant works for lending institutions and takes charge of determining the borrower’s approval. Roles and responsibilities associated with the role are listed on the Commercial Lending Assistant Resume as – drafting clear and accurate mortgage loan documents, ensuring that all loan documentation meets association standards, examining and reviewing loan documentation for accuracy, timeliness, and completeness, and maintaining an accurate customer database, receiving and disbursed funds accurately, answering lobby phones and providing customer service, and processing advances on loans and manages loan activities.

Those seeking this job role must on the resume the following skills and abilities – knowledge of lending processes, integrity, research abilities; detail orientation, decision-making skills, sound knowledge of lending and bank operations, solid knowledge of compliance regulations, a sound understanding of CRA regulations, a thorough knowledge of commercial lending practices and requirements, and familiarity with state and federal lending regulations and compliance requirements. At least a bachelor’s degree in finance or office management is seen on eligible resumes.

 

Commercial Lending Assistant Resume example

Commercial Lending Assistant Resume

Summary : Hardworking, organized, Commercial Lending Assistant professional with a proven background delivering sensible business technology solutions on time and under budget while working as a team member or team leader.

Skills : Communication Skills, Analyst.

Description :

    1. Supported Commercial Lending Officers by assisting in the ongoing maintenance of customers' accounts, daily activities, special projects, and interface will other departments as needed.
    2. Utilized appropriate tracking systems and follow-up procedures to ensure borrower information is kept up-to-date.
    3. Created proposals, spreadsheets, and other miscellaneous clerical duties.
    4. Prepared modifications of loans.
    5. Kept inventory and order supplies for the branch.
    6. Conducted UCC and VIN searches.
    7. Provided notary service.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MS


Commercial Lending Assistant Resume

Summary : An aspiring professional with the ability to analyze copious amounts of data liaises with clients, learns and teaches new concepts and easily adapts to change. A detail-oriented person with excellent quantitative, organizational, and communication skills coupled with the capacity to assume increasingly significant responsibilities.

Skills : Microsoft Office, Planning Skills.

Description :

    1. Maintained a current working knowledge of all internal policies and procedures, law and regulations.
    2. Initiated and maintained a thorough working knowledge of software and equipment utilized by the department and can competently assist co-workers with the same.
    3. Completed data entry of new loan bookings, loan disbursing, loan file maintenance, research and servicing of all loan types on the loan operation system.
    4. Processed accurately the daily functions of all loan file records.
    5. Maintained accurate insurance records for commercial and consumer loan files.
    6. Provided feedback concerning documentation deficiencies.
    7. Prepared and tracked data for Flood, Builders Risk, Liability and Hazard insurance on all collateral.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS In Business Administration


Commercial Lending Assistant Resume

Headline : To obtain a Commercial Lending Assistant position where I can maximize my real estate, management, quality assurance and utilize my customer service skills to provide support to the accomplishment of company goals.

Skills : Microsoft Office, Project Management, Sharepoint, Team Leader, Databases, Budgeting.

Description :

    1. Provided administrative support to loan officers.
    2. Worked closely with loan officers regarding requirements.
    3. Issued loan closing instructions and coordinates the closing with other agencies, title companies and attorneys.
    4. Maintained and updated documentations and loan files.
    5. Completed lien searches and lien filings; maintain current liens by filing continuations and terminations when needed.
    6. Followed up phone calls, meetings with clients to ensure quality customer service has been met.
    7. Updated LIBOR rates daily for the bank.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
Master Of Business Administration

Commercial Lending Assistant Resume

Headline : Utilizing my comprehensive experience in the banking industry to develop, enhance and maintain client relationships while working in an environment thriving with support, respect and teamwork.

Skills : Microsoft Office, Supervising Skills.

Description :

    1. Specialized in corporate banking and consumer and business loans.
    2. Processed credit applications.
    3. Developed relationships with potential clients while assessing their financial needs and growth opportunities.
    4. Performed maintenance on mortgages and auto loans.
    5. Responsible for a large number of participation loans.
    6. Gathered loan documents per requirements.
    7. Consulted with title companies and attorneys.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS

Commercial Lending Assistant Resume

Summary : Nine years in Commercial Lending Assistant as a paraprofessional and branch office operations. Support commercial accounts, lending, and wealth management. Knowledgeable in regulations for banking, insurance, and lending. Create reports for internal balancing of sales, accounts, and daily volume.

Skills : ICD-9-CM, CPT-4, HCPCS Level II, ICD-10-CM, Medical.

Description :

    1. Supported 8 commercial lenders by processing commercial loans, letters of credit, extension, modification and loan advances.
    2. Provided bank wide data gathering for quarterly CRA reporting, exception monitoring and special projects.
    3. Prepared, acquired and assembled documentation for commercial, consumer and real-estate loans following underwriting guidelines and policies.
    4. Coordinated directly with external partners acquiring entity documents, flood certificates, appraisals, title insurance, environmental reports and surveys as needed.
    5. Reviewed signed loan documents for accuracy, act as liaison to title companies in disbursing funds and booking loans.
    6. Assisted customers with account maintenance, check orders, outgoing wires, account inquiries and research.
    7. Prepared lien releases.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
GED

Commercial Lending Assistant Resume

Summary : Commercial Lending Assistant along with experience of managing a local insurance agency and current experience in handling insurance claims along with my real estate background and knowledge make me uniquely qualified for a position within the insurance, real estate, and banking industries.

Skills : Financial Statement Analysis Business Development.

Description :

    1. Prepared closing statements and forwarded information to borrowers prior to closing.
    2. Maintained customer confidence by keeping loan information confidential.
    3. Worked within RESPA requirements to insure all loans and files met compliance.
    4. Processed construction draw requests and disbursements of funds on each construction loan.
    5. Created loan write-ups, attended loan closings and processed new loans.
    6. Maintained personal and business banking accounts for several businesses, builders and contractors.
    7. Ordered title work, insurance, appraisals, flood and other necessary documents needed to create loan documents.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
B.S In Business Management

Commercial Lending Assistant Resume

Headline : To acquire a position with an established company where there is an opportunity for growth and advancement. I would like to work in a position in a team environment. Ability to lead, adapt, and work well with others. Self-motivated and very detailed and oriented. Many years of accounting and financial industry. Operational knowledge of PC and 10-key calculator. Working knowledge of Word, Lotus, Excel, Timberline, Facts, CRI, and recently Oracle Finance, People Soft.

Skills : Strong Math, Data entry, Workflows, Customer Service.

Description :

    1. Assisted 4 Commercial Lending Officers.
    2. Responsible for review and coordination of documentation for new loans and renewals including exception reports, payment processing, related research and follow-up.
    3. Additionally, coordinated and generated monthly loan activity and fee reports.
    4. Reported considered of collateral exceptions, general ledger, trial balance, past dues, maturities, new loans/renewals, etc.
    5. Developed knowledge and rapport with individuals within the Operations Department and clientele in addition to taking the initiative in streamlining customer service to maximize productivity while meeting customer's needs.
    6. Managed retail banking operations on alternate weekends.
    7. Created new loan files by preparing documentation for scanning, entry into system and proper storage.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master Of Business Administration

Commercial Lending Assistant Resume

Summary : Gathering customer's information Preparing loan documents for review Organizing loan files Cattle and livestock, and also Processing and servicing assigned commercial loans Preparing monthly billing and collection correspondence Performing monthly reconciliation.

Skills : Microsoft Word, Customer Service, Customer Service, Data Entry, Data Entry, Computer, Team Player, Team Player, Typing, Training.

Description :

    1. Assisted one group manager and three loan officers in client services.
    2. Prepared presentation sheets for management and board loan committees.
    3. Conducted loan settlements and follow-through for loan closings.
    4. Analyzed financial statements in conjunction with borrowings and requests.
    5. Examined and formulated resolutions to billing issues.
    6. Provided front-line sales and quality customer service helping facilitate the overall growth of the Bank.
    7. Helped grow the existing client base within the department and Bank.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
GED

Commercial Lending Assistant Resume

Summary : Proactive and highly skilled Administrative Assistant with 20 years of professional corporate experience in the financial industry with an emphasis in technology. Seeking an Administrative Assistant position in a fast-paced work environment, where my passion for customer satisfaction, efficiency enhancement, administrative processes, and information technology will create significant success for my employer. Dedicated to process improvement for cost-saving benefits and efficiency.

Skills : Planning Skills, Cleanning Skills.

Description :

    1. Completed lien searches and lien filings; maintained current liens by filing continuations and terminations when needed; monitored cancelled insurance policies and initiated timely follow-up with internal parties.
    2. Received loan payoffs and ensure proper credit.
    3. Supported Commercial Loan Officers in the servicing and management of business customers and commercial loan portfolios.
    4. Prepared and processed loan applications, loan approvals, and closing documents, including interfacing with the customer, attorneys, appraisers, and other third-party vendors and consultants.
    5. Reviewed loan documentation and gathers necessary documents required to close commercial loans.
    6. Reviewed documentation and proofs to ensure there are no errors in documents and all required terms are accurate.
    7. Cleared all commercial loan documentation deficiencies and provides ongoing servicing of the loan portfolio.
                Years of Experience
                Experience
                10+ Years
                Experience Level
                Level
                Senior
                Education
                Education
                MS

                Commercial Lending Assistant Resume

                Summary : Effectively incorporate my years of executive administration and management, marketing, human resources and benefits administration, relationship building, and high levels of customer service experience into a position with a successful company to successfully achieve quality outcomes at all tangible levels.

                Skills : Quickbooks, Excel, Office Management.

                Description :

                  1. Assisted the Executive Vice President with maintaining an loan portfolio consisting of subdivision development, builder lines of credit for spec and pre-sold homes, airplane and boat, retail development, and various other types of commercial loan products.
                  2. Maintained accurate customer credit files with up to date credit reports, tax returns, and financial statements.
                  3. Managed and disbursed funds on construction projects.
                  4. Prepared and facilitated loan closing documents with closing attorneys including review of title work, accuracy of document prep, and accuracy of loan agreements.
                  5. Assisted with employee loans and organize employee events.
                  6. Performed routine advances on line-of-credits, pay downs on line-of-credits and funding/booking of new loans.
                  7. Completed quality checks of loan packets, document deficiencies, and resolved exceptions with Loan Officers of portfolios greater than $30 MM.
                          Years of Experience
                          Experience
                          10+ Years
                          Experience Level
                          Level
                          Senior
                          Education
                          Education
                          Diploma