Commercial Loan Assistant

Posting Date: 07/29/2020
Location: San Francisco, CA
Department: SF Lending


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. High school diploma or general education degree (GED); one and two years administrative experience in banking.

Primary Responsibilities:

Pull weekly/monthly reports, distribute to appropriate officers/lenders. Coordinate officer decisions on all department overdrafts by 11:00 a.m. daily. Submit line advance/pay down requests as needed. Coordinate with Loan Officers and prepare renewal letters for existing customers regarding information needed in order to renew their loans 30 days prior to maturity. Coordinate receipt of financial information with loan officers and compliance department. Complete compliance forms as financial information is received. Complete LARS form for all incoming loan packages for Loan officer review prior to submitting to Credit Analyst pool. Submit LARS report for necessary credit reports, UCC searches, appraisal orders, preliminary title reports etc. as indicated. Work with title companies and appraisers as needed. Submit invoices pertaining to fees for these services for payment; maintain copies in the credit file. Prepare adverse action letters for declined/withdrawn loans for loan officer’s review and signature. Submit documentation requests to Loan Support Services, follow-up with appropriate loan officer regarding document review by loan officer prior to scheduling loan signing. Maintain copy of loan documents for the credit file. As requested by the loan officers, pull information from the internet pertaining to loan clients. File all information received in appropriate files and/or create new customer files. Respond to customer inquiries and help to the fullest extent. Keep department organized and clean. Sort and distribute mail daily. Perform related duties as required.


Assists/supports commercial loan officers, senior management, and customers in regards to the renewal, processing, or follow-up of loans. Strong ability to multi-task and work with all departments of the bank.

Benefits include competitive salary, bonus plan, medical, dental, vision and group life & long term care insurance, 401(k), tuition reimbursement program, and health club allowance.