Commercial Loan Assistant

Commercial Loan Assistant

Springfield, MA

Position: Commercial Loan Assistant Department: Loan Administration Job Status: Full-Time FLSA Status: Non-Exempt Grade: 9 Reports to: Commercial Loan Assistant Manager Amount of Travel Required: No Travel Required Positions Supervised: N/A POSITION SUMMARY Provides administrative and clerical assistance for Commercial Loan Officers in the development of commercial relationships…","html_description":"

Position: Commercial Loan Assistant

Department: Loan Administration

Job Status: Full-Time

FLSA Status: Non-Exempt

Grade: 9

Reports to: Commercial Loan Assistant Manager

Amount of Travel Required: No Travel Required

Positions Supervised: N/A

POSITION SUMMARY

Provides administrative and clerical assistance for Commercial Loan Officers in the development of commercial relationships.

ESSENTIAL FUNCTIONS

• Prepares a variety of documents; new business loans, modifications, file comments, etc.
• Prepares new commitment letters from Board approvals or loan proposals.
• Reviews loan documents prepared in-house and by outside counsel and prepares loans for funding and booking.
• Completes the compliance/doc checklist for each new transaction. Follows all policies and procedures related to compliance for loan closings and on-going account maintenance.
• Contact Attorneys on missing documents or document corrections.
• Obtains flood determinations and follows all policies and procedures related to properties located in a flood zone.
• Sends flood policies to Loan Servicing for review and approval in advance of loan closing.
• File new UCC filings, and track UCC continuations and amendments. Reviews UCC's filed by Attorneys to assure filing and enter into iLien for tracking.
• Assist Loan Officers with customer account problems and requests; forwards to appropriate department when necessary.
• Completes a variety of tasks for Commercial Loan Officers and Relationship Managers.
• Other reports and projects as necessary.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested.

POSITION QUALIFICATIONS

• Attention to Detail
• Organizational Relations
• Organizational Skills
• Problem Solving
• Productivity & Time Management

EDUCATION/EXPERIENCE/SKILLS & ABILITIES

• High School Diploma or GED required.
• At least 3 years of relevant work experience required, bank loan servicing experience desired.
• Working knowledge of Microsoft office, Word and Excel required. Knowledge of various programs related to job function.

PHYSICAL DEMANDS

Physical Demands

Stand: O (Occasionally)

Walk: O (Occasionally)

Sit: C (Constantly)

Handling / Fingering: N (Not Applicable)

Reach Outward: N (Not Applicable)

Reach Above Shoulder: N (Not Applicable)

Climb: N (Not Applicable)

Crawl: N (Not Applicable)

Squat or Kneel: N (Not Applicable)

Bend:N (Not Applicable)

Lift/Carry

10 lbs or less: N (Not Applicable)

11-20 lbs: N (Not Applicable)

21-50 lbs: N (Not Applicable)

51-100 lbs: N (Not Applicable)

Over 100 lbs: N (Not Applicable)

Push/Pull

12 lbs or less: N (Not Applicable)

13-25 lbs: N (Not Applicable)

26-40 lbs: N (Not Applicable)

41-100 lbs: N (Not Applicable)

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

","url":"/job/1044735/commercial-loan-assistant","joblink_url":"https://westfield-bank.checkwritersrecruit.com/job/1044735/commercial-loan-assistant","posted_at":"2026-07-29T10:30:12-04:00","location":"Springfield, MA","location_info":{"country":"US","address":"","city":"Springfield","state":"MA","zipcode":""},"job_code":"1000930","category":null,"enable_application_address_completion?":true,"allow_job_board_applications":false,"collect_linkedin_profile?":true,"is_address_enabled?":true,"is_address_required?":true,"show_contact_preference?":true,"resume_upload_enabled?":true,"resume_upload_required?":true,"coverletter_upload_enabled?":false,"coverletter_upload_required?":false,"other_upload_enabled?":true,"referral_required?":true,"referral_options":["WB Employee","Facebook","Indeed","Friend/Colleague","Glassdoor.com","LinkedIn","MassLive","SimplyHired","ZipRecruiter","Other Website"],"disclosure_agreement":"

We are an Equal Opportunity Employer. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to: race, color, religion, sex, national origin, age, physical or mental disability, genetic information, veteran status or uniformed service member status.

I certify that the facts set forth in this employment application and attached application materials including but not limited to my resume, are complete, true and accurate to the best of my knowledge. I understand that any falsification, misrepresentation, or omission of any information may result in disqualification from consideration for this position or if hired, disciplinary action up to and including discharge.

I understand that as part of the hiring process and where permitted by federal, state, and; or local law the company may wish to obtain "consumer reports" as part of a background investigation. If applicable and permitted by law, I understand the company will provide me with separate written notification of this intent and I agree to complete any requisite authorization forms.

THIS COMPANY IS AN AT-WILL EMPLOYER AS ALLOWED BY APPLICABLE STATE LAW. IF HIRED, I UNDERSTAND THIS MEANS THAT EITHER THE COMPANY OR I MAY TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT NOTICE OR CAUSE. FURTHER, NO EMPLOYEE OR REPRESENTATIVE OF THE COMPANY IS AUTHORIZED TO ENTER INTO AN AGREEMENT, EXPRESS OR IMPLIED, WITH ME OR ANY OTHER APPLICANT FOR EMPLOYMENT FOR A SPECIFIED PERIOD OF TIME UNLESS SUCH AN AGREEMENT IS IN A WRITTEN CONTRACT SIGNED BY THE PRESIDENT OF THE COMPANY.

I authorize the company to confirm all statements in this application and; or on my resume as it relates to the position and to the extent permitted by applicable law. I hereby release the company and its authorized representatives to verify all information provided by me. I authorize any party contacted by this employer including persons, schools, organization or former employers to disclose such information from any liability, claims, charges or causes of action which may result of the delivery or disclosure of requested information.

I have read all of the information contained in this candidate profile.

","captcha_enabled?":false,"remote":false,"max_salary":{"amount":"38.88","currency":"USD"},"min_salary":{"amount":"25.92","currency":"USD"},"pay_frequency":"hourly","show_remote_in_location":true,"hidden?":false,"questions":[{"table":{"id":9308260,"option_type":"yes-no","question":"Are you legally authorized to work in the United States without sponsorship?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":9308261,"option_type":"yes-no","question":"Are you at least 18 years of age or older?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":9308262,"option_type":"yes-no","question":"As a condition of employment, are you willing to submit to a background check and credit check? Please note, a history of collections charge offs or bankruptcy may hinder the ability to move forward with your application. ","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":9308263,"option_type":"multiple-choice","question":"If offered employment with our company, how much notice do you need to provide your current employer?","required?":true,"flags":null,"options":["Available Immediately","1 week","2 weeks","More than 2 weeks"]}},{"table":{"id":9308264,"option_type":"multiple-choice","question":"Select the answer that describes the best time that we can reach you?","required?":true,"flags":null,"options":["Mornings before noon","Afternoons between 12-5pm","Weekends","Anytime"]}},{"table":{"id":9308265,"option_type":"yes-no","question":"Have you applied for a position previously with Westfield Bank?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":9308266,"option_type":"essay","question":"If you were referred by a current WB Employee, what is the name of the person who referred you?","required?":false,"flags":null,"options":[]}},{"table":{"id":9308267,"option_type":"essay","question":"Do you require any time off within the first 6 months of hire?","required?":true,"flags":null,"options":[]}}]}},"labelTranslations":{"back_to_jobs":"Back to Jobs","apply_for_this_position":"Apply for this Position","back_to_wl_jobs":"All Jobs at Checkwriters Recruit"},"lang":"en","recaptchaSiteKey":"6Le5hLsSAAAAAE43yKMBj3XR8Ox2GNeDD4VYZx_5","showGDPRDisclosure":true,"showNotify":true,"showReferral":true,"source":null,"widgetMode":null,"showBackButtons":true}">

Position: Commercial Loan Assistant

Department: Loan Administration

Job Status: Full-Time

FLSA Status: Non-Exempt

Grade: 9

Reports to: Commercial Loan Assistant Manager

Amount of Travel Required: No Travel Required

Positions Supervised: N/A

POSITION SUMMARY

Provides administrative and clerical assistance for Commercial Loan Officers in the development of commercial relationships.

ESSENTIAL FUNCTIONS

• Prepares a variety of documents; new business loans, modifications, file comments, etc.
• Prepares new commitment letters from Board approvals or loan proposals.
• Reviews loan documents prepared in-house and by outside counsel and prepares loans for funding and booking.
• Completes the compliance/doc checklist for each new transaction. Follows all policies and procedures related to compliance for loan closings and on-going account maintenance.
• Contact Attorneys on missing documents or document corrections.
• Obtains flood determinations and follows all policies and procedures related to properties located in a flood zone.
• Sends flood policies to Loan Servicing for review and approval in advance of loan closing.
• File new UCC filings, and track UCC continuations and amendments. Reviews UCC's filed by Attorneys to assure filing and enter into iLien for tracking.
• Assist Loan Officers with customer account problems and requests; forwards to appropriate department when necessary.
• Completes a variety of tasks for Commercial Loan Officers and Relationship Managers.
• Other reports and projects as necessary.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested.

POSITION QUALIFICATIONS

• Attention to Detail
• Organizational Relations
• Organizational Skills
• Problem Solving
• Productivity & Time Management

EDUCATION/EXPERIENCE/SKILLS & ABILITIES

• High School Diploma or GED required.
• At least 3 years of relevant work experience required, bank loan servicing experience desired.
• Working knowledge of Microsoft office, Word and Excel required. Knowledge of various programs related to job function.

PHYSICAL DEMANDS

Physical Demands

Stand: O (Occasionally)

Walk: O (Occasionally)

Sit: C (Constantly)

Handling / Fingering: N (Not Applicable)

Reach Outward: N (Not Applicable)

Reach Above Shoulder: N (Not Applicable)

Climb: N (Not Applicable)

Crawl: N (Not Applicable)

Squat or Kneel: N (Not Applicable)

Bend:N (Not Applicable)

Lift/Carry

10 lbs or less: N (Not Applicable)

11-20 lbs: N (Not Applicable)

21-50 lbs: N (Not Applicable)

51-100 lbs: N (Not Applicable)

Over 100 lbs: N (Not Applicable)

Push/Pull

12 lbs or less: N (Not Applicable)

13-25 lbs: N (Not Applicable)

26-40 lbs: N (Not Applicable)

41-100 lbs: N (Not Applicable)

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

JOB CODE: 1000930

Position: Commercial Loan Assistant Department: Loan Administration Job Status: Full-Time FLSA Status: Non-Exempt Grade: 9 Reports to: Commercial Loan Assistant Manager Amount of Travel Required: No Travel Required Positions Supervised: N/A POSITION SUMMARY Provides administrative and clerical assistance for Commercial Loan Officers in the development of commercial relationships…","html_description":"

Position: Commercial Loan Assistant

Department: Loan Administration

Job Status: Full-Time

FLSA Status: Non-Exempt

Grade: 9

Reports to: Commercial Loan Assistant Manager

Amount of Travel Required: No Travel Required

Positions Supervised: N/A

POSITION SUMMARY

Provides administrative and clerical assistance for Commercial Loan Officers in the development of commercial relationships.

ESSENTIAL FUNCTIONS

• Prepares a variety of documents; new business loans, modifications, file comments, etc.
• Prepares new commitment letters from Board approvals or loan proposals.
• Reviews loan documents prepared in-house and by outside counsel and prepares loans for funding and booking.
• Completes the compliance/doc checklist for each new transaction. Follows all policies and procedures related to compliance for loan closings and on-going account maintenance.
• Contact Attorneys on missing documents or document corrections.
• Obtains flood determinations and follows all policies and procedures related to properties located in a flood zone.
• Sends flood policies to Loan Servicing for review and approval in advance of loan closing.
• File new UCC filings, and track UCC continuations and amendments. Reviews UCC's filed by Attorneys to assure filing and enter into iLien for tracking.
• Assist Loan Officers with customer account problems and requests; forwards to appropriate department when necessary.
• Completes a variety of tasks for Commercial Loan Officers and Relationship Managers.
• Other reports and projects as necessary.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested.

POSITION QUALIFICATIONS

• Attention to Detail
• Organizational Relations
• Organizational Skills
• Problem Solving
• Productivity & Time Management

EDUCATION/EXPERIENCE/SKILLS & ABILITIES

• High School Diploma or GED required.
• At least 3 years of relevant work experience required, bank loan servicing experience desired.
• Working knowledge of Microsoft office, Word and Excel required. Knowledge of various programs related to job function.

PHYSICAL DEMANDS

Physical Demands

Stand: O (Occasionally)

Walk: O (Occasionally)

Sit: C (Constantly)

Handling / Fingering: N (Not Applicable)

Reach Outward: N (Not Applicable)

Reach Above Shoulder: N (Not Applicable)

Climb: N (Not Applicable)

Crawl: N (Not Applicable)

Squat or Kneel: N (Not Applicable)

Bend:N (Not Applicable)

Lift/Carry

10 lbs or less: N (Not Applicable)

11-20 lbs: N (Not Applicable)

21-50 lbs: N (Not Applicable)

51-100 lbs: N (Not Applicable)

Over 100 lbs: N (Not Applicable)

Push/Pull

12 lbs or less: N (Not Applicable)

13-25 lbs: N (Not Applicable)

26-40 lbs: N (Not Applicable)

41-100 lbs: N (Not Applicable)

N (Not Applicable) Activity is not applicable to this occupation.

O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day)

F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day)

C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements

None

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

","url":"/job/1044735/commercial-loan-assistant","joblink_url":"https://westfield-bank.checkwritersrecruit.com/job/1044735/commercial-loan-assistant","posted_at":"2026-07-29T10:30:12-04:00","location":"Springfield, MA","location_info":{"country":"US","address":"","city":"Springfield","state":"MA","zipcode":""},"job_code":"1000930","category":null,"enable_application_address_completion?":true,"allow_job_board_applications":false,"collect_linkedin_profile?":true,"is_address_enabled?":true,"is_address_required?":true,"show_contact_preference?":true,"resume_upload_enabled?":true,"resume_upload_required?":true,"coverletter_upload_enabled?":false,"coverletter_upload_required?":false,"other_upload_enabled?":true,"referral_required?":true,"referral_options":["WB Employee","Facebook","Indeed","Friend/Colleague","Glassdoor.com","LinkedIn","MassLive","SimplyHired","ZipRecruiter","Other Website"],"disclosure_agreement":"

We are an Equal Opportunity Employer. We will consider applicants for this position without regard to any category protected by applicable federal, state or local law, including but not limited to: race, color, religion, sex, national origin, age, physical or mental disability, genetic information, veteran status or uniformed service member status.

I certify that the facts set forth in this employment application and attached application materials including but not limited to my resume, are complete, true and accurate to the best of my knowledge. I understand that any falsification, misrepresentation, or omission of any information may result in disqualification from consideration for this position or if hired, disciplinary action up to and including discharge.

I understand that as part of the hiring process and where permitted by federal, state, and; or local law the company may wish to obtain "consumer reports" as part of a background investigation. If applicable and permitted by law, I understand the company will provide me with separate written notification of this intent and I agree to complete any requisite authorization forms.

THIS COMPANY IS AN AT-WILL EMPLOYER AS ALLOWED BY APPLICABLE STATE LAW. IF HIRED, I UNDERSTAND THIS MEANS THAT EITHER THE COMPANY OR I MAY TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT NOTICE OR CAUSE. FURTHER, NO EMPLOYEE OR REPRESENTATIVE OF THE COMPANY IS AUTHORIZED TO ENTER INTO AN AGREEMENT, EXPRESS OR IMPLIED, WITH ME OR ANY OTHER APPLICANT FOR EMPLOYMENT FOR A SPECIFIED PERIOD OF TIME UNLESS SUCH AN AGREEMENT IS IN A WRITTEN CONTRACT SIGNED BY THE PRESIDENT OF THE COMPANY.

I authorize the company to confirm all statements in this application and; or on my resume as it relates to the position and to the extent permitted by applicable law. I hereby release the company and its authorized representatives to verify all information provided by me. I authorize any party contacted by this employer including persons, schools, organization or former employers to disclose such information from any liability, claims, charges or causes of action which may result of the delivery or disclosure of requested information.

I have read all of the information contained in this candidate profile.

","captcha_enabled?":false,"remote":false,"max_salary":{"amount":"38.88","currency":"USD"},"min_salary":{"amount":"25.92","currency":"USD"},"pay_frequency":"hourly","show_remote_in_location":true,"hidden?":false,"questions":[{"table":{"id":9308260,"option_type":"yes-no","question":"Are you legally authorized to work in the United States without sponsorship?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":9308261,"option_type":"yes-no","question":"Are you at least 18 years of age or older?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":9308262,"option_type":"yes-no","question":"As a condition of employment, are you willing to submit to a background check and credit check? Please note, a history of collections charge offs or bankruptcy may hinder the ability to move forward with your application. ","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":9308263,"option_type":"multiple-choice","question":"If offered employment with our company, how much notice do you need to provide your current employer?","required?":true,"flags":null,"options":["Available Immediately","1 week","2 weeks","More than 2 weeks"]}},{"table":{"id":9308264,"option_type":"multiple-choice","question":"Select the answer that describes the best time that we can reach you?","required?":true,"flags":null,"options":["Mornings before noon","Afternoons between 12-5pm","Weekends","Anytime"]}},{"table":{"id":9308265,"option_type":"yes-no","question":"Have you applied for a position previously with Westfield Bank?","required?":true,"flags":null,"options":["Yes","No"]}},{"table":{"id":9308266,"option_type":"essay","question":"If you were referred by a current WB Employee, what is the name of the person who referred you?","required?":false,"flags":null,"options":[]}},{"table":{"id":9308267,"option_type":"essay","question":"Do you require any time off within the first 6 months of hire?","required?":true,"flags":null,"options":[]}}]}},"labelTranslations":{"back_to_jobs":"Back to Jobs","apply_for_this_position":"Apply for this Position","back_to_wl_jobs":"All Jobs at Checkwriters Recruit"},"lang":"en","recaptchaSiteKey":"6Le5hLsSAAAAAE43yKMBj3XR8Ox2GNeDD4VYZx_5","showGDPRDisclosure":true,"showNotify":true,"showReferral":true,"source":null,"widgetMode":null,"showBackButtons":false}">