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Lending Services Assistant

Company: Fidelity Bank
Location: Metairie
Posted on: November 22, 2021

Job Description:

The Lending Services Assistant Performs administrative duties required to ensure the efficient operations of the Commercial Lending and Small Business Banking Departments. Responsible for providing department staff support in addition to the processing and handling of any functions related to loan activities. Coordinates efforts between loan doc department and relationship managers to facilitate loan closings. Verifies all needed documentation is in place prior to closing. Provides excellent customer service when answering customer questions regarding loan and deposit related matters. Provides additional support to Commercial Banking Manager and Small Business Banking Manager as needed. Job Requirements: Minimum GED or High School Diploma. Minimum of two years of experience in the lending function assisting lenders in commercial real estate loans, lines of credit, asset ---based lending, construction loans, etc. Ability to multi-task and prioritize work to meet deadlines. Ability to be pro-active and keep in touch with customers for required information and to answer any questions they may have on the process. Knowledge of various software programs including all Microsoft programs. Fidelity Bank provides equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran or disabled status. Job Requirements:Specific Job Functions: Order appraisals and environmental reports. Responsible for ordering/reviewing of title reports, insurance policies, UCC searches and any other documents necessary for collateral position. Scans and indexes all appropriate files. Responds to customer requests including advances, fund transfers, wires and general account maintenance including providing copies of documents.-- Provides excellent customer service during process, acts as liaison between customer and lender during the process. Works with attorneys to coordinate loan closings including documentation preparation, loan commitment letters and funding. Review all loan documentation and supporting paperwork prior to loan closings. Produce loan docs when necessary. Prepare department reports including, but not limited to, production, delinquency, documentation exceptions and SBA. Managing the loan maturity process to ensure timely loan renewals. Handles daily overdraft report for Lenders Receive and prepare loan advances and pay-down requests. Assists relationship managers with functions necessary for them to perform at a high level. Complies with rules and regulations, evidenced through successful completion of training, and demonstrated ability. Performs other duties as required and/or appointed by management.

Keywords: Fidelity Bank, New Orleans , Lending Services Assistant, Other , Metairie, Louisiana

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