COMMERCIAL LOAN ASSISTANT SKILLS, EXPERIENCE, AND JOB REQUIREMENTS
Published: July 26, 2024 - The Commercial Loan Assistant has experience in clerical and administrative support with loan working experience, and a moderate understanding of HMDA, CRA Community Development, and CRA Small Business Revenue inputs. This role requires superior customer service skills, strong problem-solving and decision-making abilities, and excellent organizational skills. The assistant also has proficiency in reading, writing, analyzing, and comprehending business and legal documents, with strong interpersonal skills to work well with a diverse range of individuals.
Essential Hard and Soft Skills for a Standout Commercial Loan Assistant Resume
- Financial Analysis
- Credit Analysis
- Loan Documentation
- Regulatory Compliance
- Risk Assessment
- Loan Processing
- Accounting Principles
- Data Entry
- MS Office Proficiency
- Loan Management Software
- Communication Skills
- Attention to Detail
- Time Management
- Problem Solving
- Customer Service
- Team Collaboration
- Adaptability
- Organization Skills
- Critical Thinking
- Confidentiality
Summary of Commercial Loan Assistant Knowledge and Qualifications on Resume
1. BA in Business Administration with 4 years of Experience
- Commercial documentation work experience
- Excellent verbal and written communication skills
- Knowledge of FISERV Premier, Compliance One and other commercial loan processing systems
- Experience with Microsoft Word, Excel and Adobe Acrobat Standard
- Good problem-solving skills using experience, knowledge and policies and procedures provided
- Ability to meet deadlines and prioritize work while working independently
- Must view oneself as part of an overall team including supporting others within the department and throughout the Bank to achieve the overall goals of the organization
- Regard important details to assure accuracy, detect errors and follow through on corrections and details
- Able to adapt to different work situations, remain composed under pressure and in stressful situations
- Knowledge of pertinent State and Federal laws and regulations
2. BA in Finance with 3 years of Experience
- Experience in Loan Operations Banking, Commercial and Real Estate Banking Loan workflow and Bank Loan Documentation
- Excellent organizational skills, with an ability to balance multiple projects and a high-volume workload, in a fast-paced environment.
- A high level of integrity in all situations.
- Excellent interpersonal skills and customer focus.
- A great work ethic, with the ability to work quickly, accurately and with attention to detail.
- Ability to work independently and in a team environment.
- Computer skills, proficiency in Microsoft Office, with an emphasis on Word and Excel.
- Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication.
- Willingness to accept additional responsibilities.
- Dependable and adheres to timelines and schedules.
3. BA in Accounting with 2 years of Experience
- Prior clerical, administrative support, or general office experience.
- Prior loan working experience
- Moderate understanding of HMDA, CRA Community Development, and CRA Small Business Revenue inputs.
- Superior customer service skills
- Ability to read, write, analyze and comprehend instructions, routine business correspondence, financial reports and/or legal documents.
- Ability to read and interpret documents such as procedure manuals, general business correspondence and/or journals or government regulations.
- The ability to manage problematic situations diplomatically.
- Good problem-solving and decision-making skills.
- Must have strong organizational skills.
- Strong interpersonal skills and ability to work well with a wide range of people.