Valley National Bank Job - 36035697 | CareerArc
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Company: Valley National Bank
Location: Tampa, FL
Career Level: Entry Level
Industries: Banking, Insurance, Financial Services


The Lending Assistant assists with loan documentation, processing, closing and monitoring while providing quality service and diplomacy to customer relationships.   Responsibilities include but are not limited to:

  • Assist Lenders in procuring documentation and information essential to loan application processing and ongoing portfolio management.
  • Review approval for accuracy, and coordinate revisions as necessary.
  • Assist lenders with providing superior customer service to existing customers by resolving issues and providing accurate and timely information.
  • Engage Attorney or Doc Prep to prepare documents for closing.
  • Collect due diligence needed to close loans in accordance with approval.
  • Act as liaison with attorneys and lenders and coordinate closing dates.
  • Obtain all necessary Insurances and ensure sufficient coverage requirements are met prior to closing.
  • Process loan payments, draws on lines of credit, payoffs and credit advances.
  • Monitor pipeline reports to ensure timely closings.
  • Carefully review loan documents for closing to ensure accuracy; close loans when necessary.
  • Review Title Commitment and Final Title Policy for accuracy.
  • Clear any documentation exceptions.
  • Communicate with Lenders any issues that arise prior to closing.
  • Order items necessary to complete the file.
  • Prepare Commitment Letters when required.
  • Disburse loan proceeds at closing.
  • Prepare booking packages post-closing.
  • Follow up on past due loans.

 Apply on company website