About this opportunity
Citizens State Bank lists this Commercial Loan Processor opportunity in new castle, Indiana. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Commercial Relationship AssistantThe Commercial Relationship Assistant plays a crucial role in supporting the relationship management team within the banking and credit intermediation sector. This position is designed to enhance client satisfaction and retention by providing exceptional administrative and operational support. The Commercial Relationship Assistant will provide a high level of consistent service to our top commercial clients (retention & expansion). Will assist the Relationship Managers with many administrative tasks to allow them to focus more time on cultivating targeted prospects while expanding and retaining key commercial relationships. Serves as a stationary liaison between Relationship Managers, Clients, and all other areas of the bank.Primary Duties:Process commercial loans from credit approval through closing and fundingReview credit approvals and ensure loan documents reflect approved termsPrepare and review commercial loan documentation including notes, mortgages/deeds of trust, guarantees, and UCC filingsCoordinate with relationship managers, borrowers, attorneys, and title companies to meet closing timelinesOrder, review, and track third-party items such as title, flood, appraisals, and environmental reportsTrack and clear all pre- and post-closing conditionsEnsure lien perfection and proper collateral documentationAccurately set up loans in the core system and prepare funding authorizationsMaintain complete and well-documented loan filesEnsure compliance with bank policy and regulatory requirements (CIP/KYC, OFAC, flood, Reg O, etc.)Identify discrepancies or exceptions and escalate appropriatelySupport audits, loan reviews, and internal reportingManage multiple loans simultaneously while meeting deadlinesAdministrative Support Duties:Assisting clients with the process of "uploading" their financials into our commercial loan system. This could include scanning hard copies, gaining access to drop box types of systems, unlocking PDF's, and assisting in unlocking credit bureausPreparing wires and other funding requirements when they need to be handled in the field.Assist in managing calendars & emails for assigned bankers.Coordinating meetings, client appointments, and other scheduling needsCoordinating the onboarding for new clientsBeing a "one call" solution to both clients and Relationship Managers with any customer service needs. This could include draw requests, making payments, answering billing questions, fulfillment requests, etc.Technology Skills:Proficient with CRM software, such as Laserpro, Sageworks and ActiveViewComfort with technology such as Microsoft office (Excel, Word, Outlook), mobile services and online-banking services is a plus.Education, Skills and Experience:Minimum High school diploma or equivalent.2+ years of experience in commercial loan processing, loan operations or loan closingWorking knowledge of commercial loan documentation and collateralAbility to interpret credit approvals and loan structuresKnowledge of bank products and servicesStrong organizational abilities, which are essential for managing client documentation and scheduling meetings efficiently.Excellent communication skills are necessary to facilitate clear interactions between clients and relationship managers, ensuring that all parties are informed and engaged.Attention to detail is critical when preparing reports and maintaining accurate client records, as this directly impacts client satisfaction.Preferred skills:Experience with CRE, C&I, construction loansExperience working with attorneys and title companiesCommunity or regional bank experienceAbility to work under deadline pressureProfessional discretion and confidentialityCitizens State Bank also offers the following benefits:Medical, Dental, Vision, Health Savings accountWellness incentives with rewards $$, Health Savings Employer match, Health Reimbursement accountsShort- and Long-Term disability (employer paid after 1 year)401K retirement savings with employer matchEmployee Relief FundTuition reimbursementEmployee Assistance ProgramAnnual Employee Recognition eventCompany Logo WearPaid Holidays, PTO, Volunteer, BereavementCitizens State Bank is an equal opportunity employer and does not discriminate against any employee or applicant for employment because of race, color, sex, pregnancy, religion, national origin, ethnicity, citizenship, sexual orientation, gender identity, age, marital status, physical or mental disability, genetic information, military status, or protected veteran status. Citizens State Bank complies with all applicable state, federal and local laws, regulations and ordinances prohibiting discrimination. Citizens State Bank is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.
Worksite address
new castle, IN, 47362, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.