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Commercial Loan Assistant III 106

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Job Details
Job Order Number
Company Name
Heartland Bank and Trust Company
Physical Address
4456 Wolf Road
Western Springs, IL 60558
Job Description

Position Summary

This professional provides comprehensive administrative and organizational support to the Commercial Lending Department. Under limited supervision, in accordance with established policies and procedures, performs a variety of receptionist, secretarial and clerical duties. Working as a team with other Commercial Loan Assistants, they assist commercial lending officers to gather information, take payments and close loans. Troubleshoots and resolves business-client inquiries. There is extensive contact with customers and the public both in person and on the telephone. Understanding of commercial loan documentation is integral part of the job.

Commercial Loan Assistant III- Generally works with 3 or more lenders who have a combined portfolio of 500+ loans and/or over $150MM average outstanding balances. Portfolio generally includes complex and larger loans. They have mastered all facets of the role and actively train others. 3 or more years experience working with commercial loans.

Essential Job Functions

  • Serve as primary receptionist for loan officers, which includes but is not limited to: answering incoming telephone calls, resolving customer inquiries within prescribed authority, scheduling appointments, composing written correspondence and memos, and providing administrative & clerical assistance
  • Prepare and maintain loan-related reports, including: “applications in process/pipeline reports”
  • Assist lending officers in the preparation of pre-funding worksheets, loan documentation checklists and any other communications necessary to properly submit a loan package
  • Create/start collateral and credit files
  • Maintain and file loan application documents for loan officers
  • Prepare appropriate loan disbursement entries (cashiers checks, deposit, wire transfer etc.) on signing date, according to loan disbursement instructions provided

  • Anticipate needs and given general instructions, is able to outline assignments, conduct research, and propose solutions for projects or special projects

  • May perform Mortgage Loan Assistant duties as needed

Core Essential Job Requirements

  • All employees must be able to relate well to customers and coworkers in a positive atmosphere of mutual respect without exhibiting behavioral extremes
  • Provide exceptional customer care (both internal and external) in a manner that satisfies individual needs of each customer and builds loyalty to Heartland Bank
  • Maintain confidentiality of all customer and employee information
  • Demonstrate attention to detail and produce accurate, high quality work
  • Produce an amount of work that meets or exceeds job expectations
  • Fully utilize systems, tools, training and resources provided to maximize potential
  • Respond positively to feedback and redirection
  • Assist other departments as needed
  • Demonstrate regular attendance and punctuality
  • Positively promote Heartland Bank within the community
  • Speak English clearly

Computer Skills Requirements

Basic computer skills with interest and ability to learn new applications

Proficient with MS office software and able to learn and use Bank reporting systems 

Education and Experience Requirements

  • High School Diploma or equivalent 

  • 1 year experience in Financial Services or equivalent combination of education and experience

Physical Requirements

  • Regularly:  sitting, talking , hearing, vision – close, peripheral, depth, ability to adjust focus

  • Frequently:  walking, feeling/touching

  • Occasionally: standing, climbing and/or balancing, reaching with arms and hands, stooping, kneeling, crouching, and/or crawling, lifting objects up to 30 pounds


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