Commercial Loan Assistant (Winchester)

Bank of Clarke
Winchester, VA

Position Purpose : This position is responsible for supporting a group of Lenders and a complex portfolio of loan customers. They work closely with Lender, Portfolio Manager, internal department personnel and external customers to complete a variety of tasks associated with the origination and servicing of loans. 

What you’ll do:

• Input new loan data into the Commercial Lending Loan Origination System.

• Prepare commitment letters and related correspondence.

• Support payment processing, upfront fees, construction draws, covenant compliance, and wire transfers.

• Organize loan document folders and gather required organizational, borrowing resolution, and beneficial ownership documents.

• Conduct customer due diligence for individuals and businesses.

• Assist in collecting financial and related reporting for the Commercial Lending team.

• Assemble and review submitted documentation.

• Submit appraisal orders and review insurance documents.

• Order credit bureaus, title insurance, flood certifications, UCC searches, and EDR reports.

• Coordinate with Loan Processor and closing attorney/title company for settlements.

• Maintain and update the weekly pipeline report and participate in meetings.

• Address post-closing items and quality control questions.

• Process maturing loans and line renewals promptly.

• Facilitate opening of new deposit accounts.

• Monitor past due reports.

• Scan and file loan and financial documents.

• Frequent interaction with internal and external contacts at all levels.

• Strong verbal and written communication skills.

• Communicate effectively and professionally.

• Perform other assigned duties.

PId82dea04f866-38003-39927524

Posted 2026-03-24

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