Commercial Loan Assistant Resume Samples

A Commercial Loan Assistant is responsible for loan servicing for the bank. A well-drafted Commercial Loan Assistant Resume indicates the following duties and responsibilities – developing and implementing best practices in loan servicing related policies, and procedures; setting up commercial loan files, performing procedures relating to advances, pay downs, and disbursement process, preparing and reviewing documentation of commercial loan closings, ensuring accuracy and proper use of tracking reports for key information such as flood insurance, and property tax insurance; interacting with auditors, examiners, compliance team, and legal team; ensuring necessary changes or recommendations, and providing administrative support to the commercial lending team, and preparing loan funding information based upon the approval and closing documents.

A well-drafted resume mentions skills such as – knowledge of lending, researching abilities, detail orientation, accuracy, and decision-making skills. At least a college degree or an associate’s degree in finance or office administration is seen on most eligible resumes.

Commercial Loan Assistant Resume example

Commercial Loan Assistant Resume

Summary : Motivated, personable Commercial Loan Assistant professional with Bachelor's college degree and a successful 8-year track record of profitable business Management and Customer Service expertise. Talent for quickly mastering technology - as well as excellent computer services. Diplomatic and tactful with professionals and non-professionals at all levels.

Skills : Retail Sales Management, Banking.

Description :

    1. Completed booking of large commercial loans from start to closing.
    2. Scheduled Title Opinions, Title Insurance, loan closings, along with coordinating with various attorneys and law offices to provide the legality of the loans.
    3. Collected all information from the customer, handle their needs with the loans and even working with SBA for funding in such large loans as hotels, commercial buildings and real estate, shopping centers, equipment, and much more.
    4. Handled Insurance protocol on loans which include Flood to Fire & Hazard for types of property.
    5. Recorded in files with no time lapse for auditing purposes.
    6. Created files for purchases and process maturities and calls of securities.
    7. Kept filing complete.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Bachelors In Communications Studies


Commercial Loan Assistant Resume

Objective : Responsible for Understanding all relevant Bank lending policies, procedures, and regulations and perform duties in such a way as to maintain compliance with stated standards, and also Acting as intermediary credit process expert between Loan Officers and Loan Processing or Loan Operations.

Skills : Commercial Lending, Analysis.

Description :

    1. Took care of collections for all past due loans within branch by calling customers to ensure payments were received.
    2. Assisted in analyzing financial and credit data documents to make eligibility, feasibility, and credit-worthiness determinations on program applications.
    3. Assisted reviewing file for completeness and compliance with all prescribed regulations and practices before loan closing.
    4. Met with other lenders and potential borrowers to explain Rural Development programs and requirements.
    5. Prepared of loan files for various commercial loans.
    6. Ordered title insurance, flood letters, property inspections, UCC searches, Certificates of Good Standing, Environmental Documents and any other necessary items for a loan closing.
    7. Worked directly with the Business and Commercial Lenders to provide assistance with the management of their loan portfolio in order to create an exceptional experience for our members.
      Years of Experience
      Experience
      2-5 Years
      Experience Level
      Level
      Executive
      Education
      Education
      Bachelors In Communications Studies


      Commercial Loan Assistant Resume

      Headline : To establish a long-term career in a company where I may utilize my Commercial Loan Assistant professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.

      Skills : PowerPoint, Publisher, Outlook, Access, Excel, Internet 10-Key Adding Machine by Touch, Knowledge of Copier, Fax, and Scanner Equipment 70+ wpm typing Familiar with the functions of an office Twenty-five years of experience in Customer Service Easily establish rapport with people.

      Description :

        1. Assisted Customers with accessing their funds in their account, Weather it was depositing and or with drawling.
        2. Maintained an organized drawer and kept it balanced.
        3. Rotated stations every week, So I would work in person with them and or through a speaker and camera in the drive-through.
        4. Offered the job of a Commercial Loan Assist.
        5. Created loan documents for business owners.
        6. Reviewed thoroughly and understand formation documents for various entities including corporations, partnerships, limited liability companies and trusts.
        7. Coordinated loan closings with loan officers, law firms, and title companies.
                              Years of Experience
                              Experience
                              5-7 Years
                              Experience Level
                              Level
                              Executive
                              Education
                              Education
                              High School Diploma

                              Commercial Loan Assistant Resume

                              Objective : While my employment history includes retail and commercial banking, real estate, business administration and human resources, I aspire to grow a career out of my own passion for health and fitness and my sincere desire to help others achieve their fitness goals, realize their own potential and become their strongest and best selves.

                              Skills : Communication Skills, Planning Skills.

                              Description :

                                1. Processed & closed commercial, consumer, construction & residential loans of all types.
                                2. Dealt with loan customers on a daily basis to collect loan payments, take loan applications, and all customer service concerning loans.
                                3. Processed line of credit draws, construction draws for builders/construction loans & dealer floor plan draws daily.
                                4. Processed weekly/monthly reports for lending dept.
                                5. Managed exception reports to a minimum.
                                6. Kept financials, insurance, etc.
                                7. Files updated for auditing purposes.
                              Years of Experience
                              Experience
                              2-5 Years
                              Experience Level
                              Level
                              Executive
                              Education
                              Education
                              MS

                              Commercial Loan Assistant Resume

                              Summary : Responsible for Monitoring Daily New and Renewed Loan reports to ensure closed loans are timely booked, and also Sending recordable documents to proper recording authority (place tickler for follow-ups) and review all other perfection documentation for accuracy and completeness.

                              Skills : Microsoft Office, Multitasking.

                              Description :

                                1. Processed, created, and maintained commercial loan files.
                                2. Processed payments, transfers and loan draws for clients.
                                3. Composed letters and memos for loan officers upon request.
                                4. Processed incoming correspondence.
                                5. Ordered and maintained office supplies and loan forms inventory for consumer and commercial lending department.
                                6. Processed and maintained State of Alabama Linked Deposit files.
                                7. Processed daily entries for Investment Portfolio.
                              Years of Experience
                              Experience
                              7-10 Years
                              Experience Level
                              Level
                              Management
                              Education
                              Education
                              MS

                              Commercial Loan Assistant Resume

                              Objective : Seeking a Commercial Loan Assistant position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

                              Skills : Administrative Assistant, Receptionist.

                              Description :

                                1. Prepared opening documents for checking accounts and commercial loans.
                                2. Reviewed commercial loan documents prior to signing for accuracy.
                                3. Tracked and completed UCC filings.
                                4. Created tracking spreadsheets for insurance, UCC filings, and financial statements.
                                5. Sent wire transfers, prepared official checks, researched return items, Prepared daily, weekly, and monthly reports using Excel.
                                6. Ordered supplies.
                                7. Responsible for commercial customer service requests.
                              Years of Experience
                              Experience
                              2-5 Years
                              Experience Level
                              Level
                              Junior
                              Education
                              Education
                              Certificate In Information Systems

                              Commercial Loan Assistant Resume

                              Objective : Experienced professional with a successful career in banking, business development, and administration. Excel at interfacing with others at all levels to ensure organizational goals are attained. A proactive approach has resulted in capturing numerous accounts and expanding the client base. Possess excellent interpersonal, analytical, and organizational skills.

                              Skills : Financial, Real Estate.

                              Description :

                                1. Maintained commercial loan review files to ensure completeness.
                                2. Updated financials and any pertinent physical inspections.
                                3. Ensured all real estate taxes were paid to date.
                                4. Ensured all original commercial loan files were correctly organized and pertinent documentation was scanned and were easily accessible.
                                5. Assisted during internal and external audits as necessary.
                                6. Ordered Flood Certificates and prepared flood notice.
                                7. Performed maintenance tasks for the perfection of collateral (UCC Filings).
                              Years of Experience
                              Experience
                              2-5 Years
                              Experience Level
                              Level
                              Executive
                              Education
                              Education
                              Certificate In Business Administration

                              Commercial Loan Assistant Resume

                              Objective : Productivity, teamwork, planning, and initiative. Demonstrated ability to handle any situation in a professional manner with optimum internal and external customer satisfaction. Commercial and Consumer lending background. Outstanding organizational, administrative and computer skills. Proven ability to perform under any pressure managing projects with a can-do attitude.

                              Skills : Cash handling, Computer software, Customer service, and Office machines.

                              Description :

                                1. Provided support to the Branch Manager of Crater Lake Plaza Branch; Provide customer service, assist commercial and consumer lending officer(s) with daily workload as required.
                                2. Accepted applications for loans, order credit reports, corporate entity verification, UCC filing/searches, prepare loan document request forms.
                                3. Submitted commercial loans for approval.
                                4. Spread financial data and prepared cash flow models on business entities and individual guarantors using financial analysis and tax analysis software programs.
                                5. Prepared historical analysis for business entities.
                                6. Met credit policy and procedure exceptions in the underwriting process.
                                7. Maintained financial statement and loan tracking database for draw down lines of credit.
                              Years of Experience
                              Experience
                              2-5 Years
                              Experience Level
                              Level
                              Executive
                              Education
                              Education
                              Certificate In Information Systems

                              Commercial Loan Assistant Resume

                              Objective : Responsible for Ordering loan documents; Printing loan documents for lender review; Reviewing loan documents for accuracy and completeness, and ensure all documents are properly executed by lender and customer, and also Setting up, managing and providing ongoing maintenance to electronic customer files in accordance with Bank guidelines.

                              Skills : Administrative Skills, Planning Skills.

                              Description :

                                1. Assisted two commercial bankers with their respective portfolios.
                                2. Directed the flow of all renewal loans as well as outstanding technical exceptions.
                                3. Brought technical exceptions down for one officer from 20% to 6.7% and for the second officer from 13% to 1.6%.
                                4. Assisted customers on their daily transaction needs.
                                5. Attended weekly Senior Loan Committee for loan review.
                                6. Attended sales calls with both lenders, and assisted in prospecting new customers for all products.
                                7. Assisted both lenders with analysis of loans in relation to compliance and bank policy.
                              Years of Experience
                              Experience
                              2-5 Years
                              Experience Level
                              Level
                              Executive
                              Education
                              Education
                              Bachelor Of Science

                              Commercial Loan Assistant Resume

                              Summary : Commercial Loan Assistant professional with a wide range of hands-on experience including recruiting, employee relations, benefits, compensation, performance reviews administration, and coaching.

                              Skills : Microsoft Office, Account Reconciliation.

                              Description :

                                1. Resolved customer complaints or answer customers' questions regarding policies and procedures.
                                2. Implemented corporate or departmental policies, procedures, and service standards in conjunction with management.
                                3. Maintained records pertaining to inventory, personnel, orders, supplies, or machine maintenance.
                                4. Computed figures such as balances, totals, or commissions.
                                5. Researched, compiled, and prepared reports, manuals, correspondence, or other information required by management or governmental agencies.
                                6. Arranged for necessary maintenance or repair work.
                                7. Prepared loan documents, order title work, oversee the loan process from application to completion.
                              Years of Experience
                              Experience
                              10+ Years
                              Experience Level
                              Level
                              Senior
                              Education
                              Education
                              Associate In Business Administration