Lending Assistant

United Bank of Southwest AL & Northwest FL

Atmore, Alabama

JOB DETAILS
SKILLS
Administrative Skills, Agriculture, Business Development, Business Loans, Communication Skills, Customer Support/Service, Data Quality, Documentation Review, Financial Analysis, Financial Statements, Funding, Insurance, Inventory Management, Leadership, Liens, Loan Closing, Loan Documents, Loan Operations, Loan Policy, Loan Processing, Loan Regulations, Loan Review, Loans, Maintain Compliance, Mortgage, Past Due Accounts, Post Closing, Presentation/Verbal Skills, Problem Solving Skills, Real Estate Appraisals, Reconciliation, Supply Chain Operations, Tax Returns, Team Player, Time Management
LOCATION
Atmore, Alabama
POSTED
30+ days ago

To be considered for this position, please complete the online employment application for this position (Apply Now) AND complete the workplace assessment here: https://assessment.predictiveindex.com/bo/6Y0D/LendingAssistant_May2026_144742

 

JOB FUNCTION / SUMMARY:

The Lending Assistant will provide lending and administrative support to lenders within United Bank’s Agricultural Lending line of business.

PRIMARY DUTIES & RESPONSIBILITIES:

  • Execute and manage pre-closing tasks and post-closing tasks of agricultural lending; including, but not limited to ordering title, appraisals, survey, flood certifications, lien verification with appropriate agencies; loan documentation review with system reconciliation to ensure data integrity.
  • Collect, review, and analyze various financial documents for loan requests; including financial statements and tax returns
  • Coordinate loan processing activities – work with loan operations team to ensure that loans are closed and loaded in the system accurately and in a timely manner.
  • Review loan documents as prepared by outside counsel and coordinate loan closings.
  • Partner with lender in efficiently processing draw approvals and wires, and other funding methods.
  • Ensure loan documents and files are imaged properly and in a timely manner.
  • Partner with lenders to monitoring past due loans, maturing loans, insurance policies, monitoring and clearing technical exceptions, timely recording of mortgages and related documents.
  • Ensure compliance with loan policy, regulations, and procedures.
  • Effectively manage customer communications (verbal and written), problem resolution, and provide excellent customer service.
  • Maintain inventory and supply chain operations for department.
  • Support business development activities.
  • Collaborative professional skills that lead to a collegial and partnered approach to meeting objectives.
  • High motivation with ability to successfully meet individual and team goals while maintaining individual performance over the long term.
  • Demonstrate professionalism, adaptability, and flexibility.
  • Any other duties as assigned by management.
 

About the Company

U

United Bank of Southwest AL & Northwest FL