2025-04-30
United Bank
Other
/yr
employee
contract
Charlotte
North Carolina
28211
United States
United Bank
United Bank is an Equal Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status, gender identity, or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.
Lending Assistant
Date: Apr 29, 2025
Location: Charlotte, NC, US, 28211
Company: United Bank
JOB SUMMARY:
The Lending Assistant provides customer service and support to Commercial Lending customers and prospects. This position is responsible for preparing loan summaries for presentation to the Loan Committees, performs loan administration duties and helps prepare loan documentation, and may assist credit analysts with financial spreadsheets functions.
RESPONSIBILITIES:
• Perform a wide variety of administrative tasks, often for assigned Market President and/or Commercial Lender, to include gathering data, assembling and maintaining credit files, requesting title reports/lien searches/flood certificates, etc., and UCC filings and terminations
• Prepare and review loan documentation for accuracy and compliance using Commercial Connect and, if needed, may coordinate with outside counsel in loan documentation preparation
• Responsible for upholding the highest level of client service expectations; Handles requests from customers including advances on lines of credit, pay-outs, account transfers, and resolves customer issues as needed
• Performs various data analysis involved in the support of client lending activities
• Assist with loan disbursements
• Assist with Market Meetings as needed
• Responsible for entering and maintaining client data into the Commercial Connect and Sales Management system
• Clear loan exceptions and financial reporting as needed
• Order appraisals
• Pull financial reports for customers and ensures timely distribution as needed.
• Generate officer reports, overdraft, clear past dues, balance G/L accounts monitor collateral, orders supplies, verifies and initiates wires and checks (per authorized limit).
• Coordinates materials for presentations, setting up sales calls, maintaining a list of prospective clients and joining sales calls as needed.
• Other projects and duties as assigned.
SKILLS/QUALIFICATIONS:
• High School Diploma or equivalent required
• Minimum two (2) years of previous experience working in Banking industry required
• Proficiency in Microsoft Office Products required
• Ability to successfully complete systems training within 90 days required
• Strong verbal and written communication skills required
• Ability to demonstrate strong customer service, multi-tasking and flexibility skills required
• Ability to work in a fast-paced environment required
KEY COMPETENCIES:
• Customer Service
• Interpersonal Skills
• Dependability
• Task Management
Essential Functions:
• Sitting for extended periods of time.
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to visually view, observe, perceive, identify, and translate data
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