The posting
Private Banking Loan Assistant – Tampa, FL
FinTrust Connect has partnered with a regional banking institution to identify top talent for a Private Banking Loan Assistant opportunity. This role is ideal for an experienced lending professional with a background in loan documentation, processing, closing coordination, and client service who can help a private banking team move loans accurately and efficiently from application through post-closing.
Why this opportunity?
- Culture: Join a relationship-focused banking environment that emphasizes trust, accountability, attentive client service, professional development, and excellence.
- Workplace: Hybrid 3/2 – Tampa, FL
- Function: Support the processing and fulfillment of simple to semi-complex loans for the private banking team, with a focus on documentation accuracy, regulatory compliance, and effective coordination among lenders, clients, attorneys, insurance agents, and other stakeholders.
Requirements:
- High school diploma or equivalent.
- Bachelor's degree or additional coursework in banking, finance, or lending is preferred
- 3–4 years of experience in commercial lending documentation.
- 3–4 years of experience as a Loan Assistant I or in a comparable role.
- Working knowledge of commercial loan products, documentation standards, and loan-processing procedures.
- Understanding of applicable state and federal lending and documentation requirements.
- Proficiency with Microsoft Office and general computer applications.
- Strong organizational and time-management skills, with the ability to prioritize competing responsibilities and meet deadlines.
- Excellent attention to detail and a commitment to maintaining accurate documentation.
- Strong written and verbal communication skills and the ability to work effectively with clients and lending partners.
- Sound judgment, analytical thinking, and problem-solving skills.
- Ability to work independently while coordinating effectively with others throughout the lending process.
Description:
- Support approximately 2–3 lenders with loan-processing activities and clear communication throughout the lending process.
- Monitor loan pipelines, upcoming maturities, uninsured items, and past-due reports to facilitate timely follow-up.
- Organize processing priorities to meet transaction deadlines and client service expectations.
- Gather and organize required borrower materials, including income documentation, credit reports, and identification.
- Update loan-processing systems with complete and accurate borrower and transaction information.
- Arrange title searches, UCC searches, appraisals, and flood certifications as required.
- Coordinate closing activities with lenders, attorneys, insurance agents, and clients.
- Initiate authorized disbursements of closing funds and loan proceeds by check or wire, as appropriate.
- Review closed and funded loans for documentation completeness and accurate, timely booking.
- Obtain outstanding post-closing materials from settlement agents, recording offices, and title insurance agencies.
- Track collateral documentation and post-closing exceptions, providing regular updates on outstanding items.
- Respond promptly and professionally to client inquiries and requests for information.
- Identify processing discrepancies and assist with resolving issues that could affect loan completion or documentation accuracy.
- Protect confidential information and ensure loan documents receive the necessary reviews and approvals.
- Maintain working knowledge of lending regulations, documentation requirements, and internal policies and procedures.
- Follow applicable compliance, security, fraud-prevention, and client-asset protection requirements.
- Provide backup coverage for other Loan Assistants when needed.
- Complete required training and participate in professional-development and community activities, as applicable.
- Travel as required for lender or client meetings, team meetings, professional development, site visits, and other business needs.
