IMPACT STATEMENT
The Commercial Loan Administrator plays a vital role in supporting the efficiency, accuracy, and professionalism of the commercial lending function. By ensuring timely preparation of reports, maintaining accurate documentation, supporting loan closings, and managing the Bank’s notary program, this position directly contributes to operational excellence, regulatory compliance, and the overall success of the commercial lending team.
POSITION SUMMARY
The Commercial Loan Administrator provides comprehensive administrative and clerical support to the Chief Lending Officer and the commercial lending team. This role prepares correspondence, reports, minutes, and presentations; manages confidential information; assists customers by phone; and ensures the smooth flow of administrative operations within the commercial lending area. The position also oversees the Bank’s notary program, ensuring proper education, documentation, and compliance.
ESSENTIAL FUNCTIONS and DUTIES.
- Provide administrative support to commercial lending personnel, including ordering flood certifications, title searches, credit reports, income and deposit verifications, and preparing correspondence.
- Complete and maintain required reports, logs, and tracking documents.
- Assist in compiling information for Board, Loan Committee, and Credit Committee meetings.
- Prepare Board and committee presentations and minutes for the Chief Lending Officer.
- Serve as secretary for monthly loan and credit meetings and maintain accurate minutes.
- Assist with loan closings by copying, organizing, notarizing, and scanning documents.
- Manage the Bank’s notary program, including coordinating education, reviewing applications, ensuring timely processing, responding to notary questions, and maintaining location‑based coverage files.
- Assist Bank notaries with renewal and new appointment processes through PAN.
- Order supplies for the commercial lending area as needed.
- Review closed loan files for accuracy when requested.
- Ensure the Loan Policy Manual and departmental operations manual remain current.
- Recommend process improvements to enhance departmental efficiency and service quality.
- Participate in community activities to increase the Bank’s visibility and support business development.
- Perform additional responsibilities as directed.
EDUCATION AND TRAINING.
- High school diploma or equivalent required.
- Proficiency in Microsoft Office applications.
- Strong typing and keyboarding skills.
- Effective interpersonal, oral, and written communication skills.
- Strong organizational skills and the ability to work in a fast‑paced environment.
- Ability to maintain confidentiality at all times.
- Notary experience preferred.
REQUIRED SKILLS and ABILITIES.
- Strong attention to detail and accuracy in all administrative tasks.
- Ability to manage multiple priorities and meet deadlines.
- Professional communication skills and the ability to interact effectively with internal staff, customers, and external partners.
- Ability to maintain confidentiality and handle sensitive information appropriately.
- Proficiency with office technology, scanning systems, and document management tools.
- Ability to work independently and exercise sound judgment.
- Strong organizational and time‑management skills.
PHYSICAL REQUIREMENTS.
In addition to conducting business in an office environment, this position must be able to reach, bend, stand, stoop, walk, carry and lift up to 50 lbs.
TRAVEL REQUIREMENTS.