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Commercial Lending Assistant, Sr

Date: Nov 24, 2021

Location: Charlottesville, VA, US, 22901

Company: United Bank

Job Description

The Senior Lending Assistant provides customer service and support to lending customers and prospects.  This position is responsible for preparing loan summaries for presentation to the Loan Committee/s; performs loan administration duties and helps prepare loan documentation; and may assist credit analysts with financial spreadsheets functions.



  • Perform a wide variety of administrative tasks to include gathering data, assembling and maintaining credit files, requesting title reports/lien searches/flood certificates, etc., and records CC filings and terminations;
  • Prepare loan documentation using FLO and, if as needed may coordinate with outside counsel in loan documentation preparation;
  • Assist with loan disbursements
  • Will be responsible for entering and maintaining client data into the CLX and Sales Management system
  • Handle routine request for customer service including advances on lines of credit, pay-outs, account transfers, and resolves customer issues as needed;
  • Ensure that loan documentation and files are processed and properly maintained;
  • Monitor loan exceptions and resolve by contacting customers, title companies, attorneys, etc.
  • Clear loan exceptions and financial reporting as needed;
  • Pull financial reports for customers and ensures timely distribution as needed.
  • Generate officer reports, overdraft, clear past dues, balance G/L accounts monitor collateral, orders supplies, verifies and initiates wires and checks ( per authorized limit).
  • Based on the location within a market, may be required to promote/discuss consumer lending products with customers within compliance of the Safe Act guidelines and United procedures.
  • Based on the location within a market, may be responsible for maintaining an active NMLS license by completing all training and annual renewal requirements as required




  • High School Diploma or equivalent required
  • Minimum (2) years of experience as a Lending Assistant or
  • Minimum three (3) years of experience working in Banking industry
  • Ability to successfully complete CLX and Sales Management system training within 90 days of hire or transferring into position required
  • Proficiency in Microsoft Office Products
  • Strong verbal and written communication skills
  • Ability to demonstrate strong customer service, multi-tasking and flexibility skills.
  • Ability to work in a fast-paced environment. 
  • Ability to possess a NMLS license or obtain NMLS license within a reasonable timeframe if position requires
  • Ability to complete ongoing NMLS training and ensure SAFE Act compliance as required

Key Competencies:

  • Organizational Skills
  • Adaptability
  • Detail Oriented
  • Interpersonal Skills
  • Collaboration

Essential Functions:  

  • Sitting for extended periods of time.
  • Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
  • Ability to converse and exchange information with all levels of staff within organization.
  • Ability to visually view, observe, perceive, identify, and translate data

Company Profile

At United, we value all of the relationships we have built since 1839. We are committed to providing each relationship with an unmatched level of service. While we offer competitive products, services, rates, and technology, the level of service we provide and our commitment to building relationships is what sets us apart from our competitors. Our 211 full-service banking offices and 15 loan origination offices in West Virginia, Maryland, Virginia, Ohio, Georgia, Pennsylvania, North Carolina, South Carolina and Washington, D.C. are each built on customer service and commitment to the community. United is backed by a history of safe, sound and secure banking practices that have allowed us to navigate through decades of changing economic environments. Because of this, our employees, customers, shareholders and communities can rely on us to be their banking partner for decades to come. Member FDIC. Equal Housing Lender. Equal Opportunity Employer.

Nearest Major Market: Charlottesville
Nearest Secondary Market: Virginia

Job Segment: Bank, Banking, Outside Sales, Administrative Assistant, Finance, Sales, Administrative