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Commercial Lending Assistant I

Commercial Lending Assistant I

Job ID 
Posted Date 
Regular Full-Time
Job Grade 
FLSA Status 
Working Hours 
Job Location: Company 
Demopolis Main - 13515

More information about this job


The purpose of this job is to provide day to day technical support for two or more CRM I or II officers in serving the needs of clients and prospects, with regard to loans, deposits, investments, trusts, and insurance products.  Support should be provided in all aspects of the commercial lending process to successful loan closings, and portfolio management subsequent to loan closings.


  • Provide administrative support for the department. Duties include, but not limited to answering phones and referring calls to appropriate staff, coordinating officer calendars and scheduling appointments, preparing correspondence, memos, reports, ordering supplies and maintenance requests, training new associates, opening and distributing mail, and preparing expense reports.
  • Gather information and prepare loan applications, disburse loan advances, accurately quote payoffs, order credit reports, pull financial statements, collect and review documentation for accuracy and compliance prior to submission for processing, manage exception list, work closely with Relationship Managers in attaining and approving collateral releases, complete, file and release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts.
  • Interface with other departments including branch personnel, Loan Operations, Central Document Processing (CDP), Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, Credit Analysis and Credit Operations, and the Legal Department.
  • Assisting customers with general banking functions (post close) as needed including transferring funds, wires, and balancing checking accounts.
  • Provide excellent customer service to all clients, internally and externally.


  • Knowledge of general banking and commercial lending procedures and practices
  • Accounting and mathematical aptitude

Due to the critical element of customer exposure, the preferred associate must demonstrate excellent customer service ability in addition to each of the following:

  • Excellent interpersonal skills
  • Good organizational skills with demonstrable ability to multitask
  • Good communication skills (verbal and written) while demonstrating ability to use lending terminology
  • Good time management skills
  • Intermediate computer skills, including function ability with Word, Excel, and other bank systems (such as B2B, On Demand, Lotus Notes, etc.) necessary to perform tasks

      (typing skills- test 30 wpm)

  • MUST be able to exercise confidentiality with sensitive information
  • High school diploma (required), two year degree with business administration emphasis (preferred)
  • Minimum of five (5) years of previous experience as a Secretary-Commercial Lending or proven equivalent