Commercial Lending Assistant
CurrentAssistant to two SVP Loan Officers with a total portfolio of $700 million in commercial real estate across 50+ clients, acting as an intermediary between underwriters, officers, clients, and other stakeholders.Prepare comprehensive loan reports containing credit analyses, company and personal financial statements, and loan worksheets for the loan committee.Specialize in customer outreach, managing draw requests from general contractors, processing loan advances, and addressing any issues.Analyze client financial statements to assess the financial health of current borrowers, providing actionable insights and recommendations for risk management.Coached two new assistants by checking their work and answering questions during their training period.Oversee and manage client accounts using Precision to ensure accurate and timely updates.