Commercial Services - Commercial Loan Assistant

Position Summary Metro Credit Union is seeking a highly organized and detail- oriented Commercial Loan Assistant to support our Commercial Sales team. This role serves as the transaction coordinator for commercial lending activities, ensuring loan opportunities move efficiently from application through closing. The Commercial Loan Assistant will manage documentation, coordinate stakeholders, track loan milestones, and provide administrative support to Relationship Managers, allowing them to focus on business development and member relationships. The ideal candidate thrives in a fast-paced environment, excels at managing multiple priorities, and is committed to delivering an exceptional member experience. Key Responsibilities Deliver exceptional service to members, prospective members, and colleagues through professional, responsive, and courteous communication. Serve as the primary administrative and transaction support resource for the Commercial Sales team, partnering closely with Commercial Relationship Managers. Collect, organize, track, and maintain borrower, guarantor, and loan documentation throughout the commercial lending process. Monitor documentation checklists, follow up on outstanding items, and ensure files are complete prior to underwriting submission. Assist with obtaining and maintaining required financial reporting documents, including tax returns, borrowing base certificates, personal financial statements, and interim financials. Maintain and distribute Commercial Lending pipeline reports and track application status, approvals, closing timelines, and outstanding conditions. Coordinate communication among borrowers, attorneys, title companies, appraisers, Credit Administration, Loan Operations, and other internal and external partners. Prepare, distribute, and track loan documentation packages, ensuring timely execution and return of documents. Establish and maintain complete and compliant electronic loan files and coordinate third-party due diligence activities, including appraisals, title work, flood determinations, UCC searches, environmental reports, and other underwriting requirements. Review executed loan documents, track post- closing requirements, and coordinate receipt of recorded documents and outstanding conditions. Respond to internal and external inquiries regarding commercial loan transactions, documentation requirements, and loan status updates. Provide administrative support for meetings, calendars, department initiatives, special projects, and process improvement efforts. Qualifications Bachelor's degree or equivalent combination of education and experience strongly preferred. Minimum of 2 years of commercial banking, commercial lending operations, or related financial services experience strongly preferred. Strong technology skills with proficiency in Microsoft Office Suite, Teams, SharePoint, document management systems, CRM platforms, and commercial loan origination systems. Basic knowledge of commercial loan documentation and closing requirements. Ability to manage multiple transactions simultaneously while maintaining accuracy and meeting deadlines. Strong written and verbal communication skills. Demonstrated ability to handle confidential member and business information. Exceptional organizational and administrative skills with strong attention to detail. Compensation Disclosure $30.57 - $41.35 / hour The salary range listed gives a general idea of what we expect to offer. We consider your experience, unique strengths, and the impact you're likely to make in the role. On top of that, we offer a competitive benefits package and other perks that round out the total compensation. Why Join Our Team? Comprehensive Health Coverage Health, Dental, and Vision coverage for employees working minimum 20 hours per week. Metro provides assistance toward premiums and copays and offers 100% coverage on prescription copays through the Prescription Drug Program. Time Off Three weeks of paid vacation per year and 11 paid holidays, supporting work-life balance from day one. Competitive Compensation Annual bonuses for all staff, including both annual performance bonus and annual vesting retention bonus. Robust Retirement Benefits 401(k) retirement matching plan and Safe Harbor Plan. Metro contributes 3% regardless of employee contribution, ensuring your financial future is secured. Wellness & Financial Support Wellness incentives, Employee Assistance Program, Flexible Spending Account, and range of voluntary benefits including LTD, STD, and AD&D. Access to no-interest loans and $150 per quarter reimbursement for wellness and lifestyle expenses. Career Development Strong growth opportunities with individualized development plans. Position-related tuition assistance available after one year of eligibility. Superb in-house training programs to build your skills. Additional Perks Discounts on pet insurance. A growing, dynamic work environment with strong culture and exceptional team members who are passionate about serving our community. Additional benefits include wellness reimbursements, tuition assistance, and professional development opportunities. Hybrid Policy Eligibility Minimum days in office per week: 3 (Tuesday and Wednesday required). Ready to Make an Impact? At Metro Credit Union, we believe our employees are our greatest asset. We are committed to creating a work environment where you can thrive professionally while maintaining work-life balance. From comprehensive benefits and competitive compensation to opportunities for growth and development, we invest in your success. Join a team where your work makes a real difference in protecting our members and strengthening our community.