Commercial Loan Operations Assistant

United Community Bank

. Provide sales and administrative assistance to Commercial Relationship Managers (CRM) .

Posted 5/14/2026full-timeSouth Miami • Florida • 🇺🇸 United StatesJuniorMid-Level💰 $34,102 - $49,382 per yearWebsite

About the role

Key responsibilities & impact

Provide sales and administrative assistance to Commercial Relationship Managers (CRM)
Support new and renewed loan production by collecting, ordering, and tracking information required for accurate risk assessment and underwriting.
Assist with preparation of written communication on behalf of the CRM to include commitment letters, term sheets, thank you notes, etc.
Complete the Credit Lens Loan Worksheet, confirming agreement with final approval documents, to engage the Commercial Loan Closer.
Assist CRM by monitoring reporting and identifying where action needs to be taken,
Provide outstanding service and respond to requests from internal and external customers.
Collect customer financial statements, as required by the loan agreement, in a timely manner and load to Credit Lens.
Collaborate with CRM, Commercial Loan Closer, Underwriter, Doc Prep and/or outside counsel on loan closings; collect executed documents from CRM and submit.
Facilitate ongoing disbursement requests including coordination with Construction Administration.

Requirements

What you’ll need

High School Diploma or equivalent
2+ years of credit or customer service experience in the financial services industry
Commercial loan experience preferred.
Strong interpersonal, verbal, and written communication skills.
Excellent telephone and customer service skills.
Proficient in MS Office Suite, including Outlook, Word, and Excel.
Working knowledge of federal and state banking regulations.
Excellent customer service skills.
Attention to detail.
Strong problem solving and critical thinking skills without direct guidance.
Demonstrate strong organization and time management skills and the ability to balance competing priorities to meet multiple deadlines.

Benefits

Comp & perks

Must be able to pass a criminal background & credit check.
Schedule flexibility to work evenings and weekends as needed.
Travel required up to 10%.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

credit assessmentunderwritingloan productioncredit lensfinancial statement collectiondisbursement coordination

Soft Skills

interpersonal skillsverbal communicationwritten communicationcustomer serviceattention to detailproblem solvingcritical thinkingorganizationtime management