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Commercial Loan Assistant

5b6e3476 C1ed 4d61 857b E8f234c00e6e 9200707995248 2 · Franklin, TN, US, Franklin, TN · Active · ADP Workforce Now Recruiting

Job facts

FieldValue
Company5b6e3476 C1ed 4d61 857b E8f234c00e6e 9200707995248 2
TitleCommercial Loan Assistant
Normalized title-
Department / team-
LocationFranklin, TN, United States
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerADP Workforce Now Recruiting
Posted / first seen2026-05-20 / 2026-05-31
Changed / last seen2026-06-06 / 2026-06-06

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Company jobsActive postings from 5b6e3476 C1ed 4d61 857b E8f234c00e6e 9200707995248 2.Open
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ATS provider jobsActive postings observed through ADP Workforce Now Recruiting.Open
Provider filtered searchThe same provider as a filtered job collection.Open
City jobsActive postings in Franklin.Open
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Original postingCanonical source or apply URL captured from the ATS.Open

Linked records

Company5b6e3476 C1ed 4d61 857b E8f234c00e6e 9200707995248 2
Sourceed23cc38-da03-4492-b7c4-50033b250596
ATS providerADP Workforce Now Recruiting

Description

JOB SUMMARY The Commercial Loan Assistant (CLA) provides administrative and operational assistance to the commercial area of the bank. The CLA delivers customer service at the highest levels to both internal and external customers which includes performing research and resolving account/customer issues. The CLA works closely with commercial bankers, as assigned, and will provide telephone and in-person service to commercial banking customers. JOB DUTIES AND REPONSIBILITIES Responsible for supporting commercial bankers with large and complex loan portfolios by assisting in the management of customer relationships and accounts by processing transactions, renewing loans, resolving account/customer issues and providing various other administrative support functions using a variety of banking and lending system applications. Promote an outstanding customer experience by exemplifying prompt follow-up and proactive internal/external customer communication, proper etiquette, and all other professional customer service qualities to maximize the most out of the client relationships. Basic understanding of loan documentation, credit policy and banking regulation to enable a constant review and stay up to speed on any changes with company credit policy and company compliance. Basic understanding of HMDA, CRA Community Development, and CRA Small Business Revenue inputs to ensure proper reporting and compliance for the bank. Coordinates the preparation of required loan documentation via worksheets/workflow system. Reviews all loan documents to ensure documentation is prepared according to written approval, coordinates execution of loan documents for new loans and renewals. Attends and completes all necessary training. Works closely with assigned bankers to assist with loans by obtaining financial data, drafting letters, clearing exceptions, and obtaining documentation. Coordinates with CPAs, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues. Coordinates title work and closing details with approved attorneys/title companies. Works closely with the assigned banker to assist in collecting financial data and client phone/email communication to better manage the overall client relationship. Other client related services include wires, NSF accounts and overdrafts. Should contain a basic understanding of financial statements and their interpretations. Responsible for monitoring reports such as past due, paid off loans, criticized assets, and maturing loan lists to assist and proactively inform banker of potential or pending issues along with providing support to minimize administrative issues such client past dues. Reviews maturing loan report monthly to manage upcoming processing requests. Reviews collateral/credit/financials exception reports weekly to manage to desired exception levels. May orient, train, assign, and review the work of lower-level commercial support staff. Performs other duties as required. MINIMUM EDUCATION High School Diploma or equivalent MINIMUM EXPERIENCE Two years’ experience in credit, customer service, or bank-related position Three to five years clerical, administrative support or general office experience REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES Self-starter, ability to work independently. Demonstrate the ability to be proactive in judgment, multi-task, and be punctual and timely in performing tasks in-depth knowledge of loan documentation General knowledge of financial statement analysis In-depth knowledge of treasury services, merchant services, card services, asset-based lending Ability to balance administrative functions and meet service expectations Effective written and oral communication skills Effective organizational skills Excellent customer service skills Advanced working knowledge of Microsoft office products and spreadsheet applications Proficient keyboarding and computer skills Detail-Oriented with exceptional organizational skills

Full job record

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Org IDe709b466-28ee-44f1-bffe-88abe0d90521
Source IDed23cc38-da03-4492-b7c4-50033b250596
Board IDed23cc38-da03-4492-b7c4-50033b250596
Provideradp_workforcenow
Provider Job Key593670
TitleCommercial Loan Assistant
Normalized Title
Statusactive
Activeyes
Location TextFranklin, TN, US, Franklin, TN
Department
Team
Employment Typefull_time
Workplace Type
Remote Policy
CountryUnited States
RegionTN
CityFranklin
Salary Raw
Salary Min
Salary Max
Salary Currency
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Source URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=5b6e3476-c1ed-4d61-857b-e8f234c00e6e&ccId=9200707995248_2&lang=en_US&type=JS&jobId=593670&jwId=9201151470597_1
Apply URLhttps://workforcenow.adp.com/mascsr/default/mdf/recruitment/recruitment.html?cid=5b6e3476-c1ed-4d61-857b-e8f234c00e6e&ccId=9200707995248_2&lang=en_US&type=JS&jobId=593670&jwId=9201151470597_1
First Seen At2026-05-31 18:59:01Z
Last Seen At2026-06-06 12:36:58Z
Last Checked At2026-06-06 12:36:58Z
Last Changed At2026-06-06 12:36:58Z
Inactive At
Source Posted At2026-05-20 14:56:00Z
Source Updated At
Raw Payload Uris3://job-postings-prod-raw-590183727216/raw/provider=adp_workforcenow/board=5b6e3476-c1ed-4d61-857b-e8f234c00e6e|9200707995248_2/date=2026-06-06/2026-06-06T12-36-57-950Z-66908423cc3d8bb1570063f483ed727348069c2ba74a0440e6cbb072970e6be0.json
Event Fields
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Extensions
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Native Structured
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    "requisitionDescription": "<div><div><div><div><div><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;' id=\"isPasted\"><strong><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>JOB SUMMARY</span></strong></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>The Commercial Loan Assistant (CLA) provides administrative and operational assistance to the commercial area of the bank. &nbsp;The CLA delivers customer service at the highest levels to both internal and external customers which includes performing research and resolving account/customer issues. &nbsp;The CLA works closely with commercial bankers, as assigned, and will provide telephone and in-person service to commercial banking customers.</span></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;'><strong><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>JOB DUTIES AND REPONSIBILITIES</span></strong></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>Responsible for supporting commercial bankers with large and complex loan portfolios by assisting in the management of customer relationships and accounts by processing transactions, renewing loans, resolving account/customer issues and providing various other administrative support functions using a variety of banking and lending system applications.</span></li></ul></div><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;margin-left:.5in;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Verdana\",sans-serif;font-size:13px;color:#4A4A4A;'>Promote an outstanding customer experience by exemplifying prompt follow-up and proactive internal/external customer communication, proper etiquette, and all other&nbsp;</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:.5in;font-size:16px;font-family:\"Times New Roman\",serif;background:white;vertical-align:baseline;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;color:#4A4A4A;'>professional customer service qualities to maximize the most out of the client relationships.</span></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;margin-left:.5in;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Verdana\",sans-serif;font-size:13px;color:#4A4A4A;'>Basic understanding of loan documentation, credit policy and banking regulation to enable a constant review and stay up to speed on any changes with company credit policy and company compliance.</span></li></ul></div><p style='margin-top:0in;margin-right:0in;margin-bottom:0in;margin-left:.5in;font-size:16px;font-family:\"Times New Roman\",serif;background:white;vertical-align:baseline;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;color:#4A4A4A;'>&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Verdana\",sans-serif;font-size:13px;color:#4A4A4A;'>Basic understanding of HMDA, CRA Community Development, and CRA Small Business Revenue inputs to ensure proper reporting and compliance for the bank.</span></li></ul></div><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;background:white;vertical-align:baseline;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;color:#4A4A4A;'>&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>Coordinates the preparation of required loan documentation via worksheets/workflow system. Reviews all loan documents to ensure documentation is prepared according to written approval, coordinates execution of loan documents for new loans and renewals. Attends and completes all necessary training.</span></li></ul></div><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;background:white;vertical-align:baseline;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;color:#4A4A4A;'>&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>Works closely with assigned bankers to assist with loans by obtaining financial data, drafting letters, clearing exceptions, and obtaining documentation. &nbsp;Coordinates with CPAs, attorneys, insurance agents, etc. of assigned clients to resolve specific exceptions and transactional issues. Coordinates title work and closing details with approved attorneys/title companies.</span></li></ul></div><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Verdana\",sans-serif;font-size:13px;color:#4A4A4A;'>Works closely with the assigned banker to assist in collecting financial data and client phone/email communication to better manage the overall client relationship. &nbsp;Other client related services include wires, NSF accounts and overdrafts.&nbsp;Should contain a basic understanding of financial statements and their interpretations.&nbsp;</span></li></ul></div><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Verdana\",sans-serif;font-size:13px;color:#4A4A4A;'>Responsible for monitoring reports such as past due, paid off loans, criticized assets, and maturing loan lists to assist and proactively inform banker of potential or pending issues along with providing support to minimize administrative issues such client past dues.</span></li></ul></div><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;background:white;vertical-align:baseline;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;color:#4A4A4A;'>&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style=\"font-size:16px;\">Reviews maturing loan report monthly to manage upcoming processing requests.</span></li></ul></div><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style=\"font-size:16px;\">&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style=\"font-size:16px;\">Reviews collateral/credit/financials exception reports weekly to manage to desired exception levels.&nbsp;</span></li></ul></div><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>May orient, train, assign, and review the work of lower-level commercial support staff.</span></li></ul></div><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>Performs other duties as required.</span></li></ul></div><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>MINIMUM EDUCATION</span></strong></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><div style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><ul style=\"margin-bottom:0in;list-style-type: disc;\"><li style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>High School Diploma or equivalent</span></li></ul></div><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>MINIMUM EXPERIENCE</span></strong></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><ul style=\"list-style-type: disc;\"><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;color:black;'>Two years&rsquo; experience in credit, customer service, or bank-related position</span><span style='font-family:\"Verdana\",sans-serif;font-size:13px;color:#4A4A4A;'>&nbsp;</span></li><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;color:#4A4A4A;'>Three to five years clerical, administrative support or general office experience</span></li></ul><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;margin-left:.5in;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><strong><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES</span></strong></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><ul style=\"list-style-type: disc;\"><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;color:#4A4A4A;'>Self-starter, ability to work independently.</span></li><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;color:#4A4A4A;'>Demonstrate the ability to be proactive in judgment, multi-task, and be punctual and timely in performing tasks</span><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>&nbsp;in-depth knowledge of loan documentation</span></li><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>General knowledge of financial statement analysis</span></li><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>In-depth knowledge of treasury services, merchant services, card services, asset-based lending</span></li><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>Ability to balance administrative functions and meet service expectations</span></li><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>Effective written and oral communication skills</span></li><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>Effective organizational skills</span></li><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>Excellent customer service skills</span></li><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>Advanced working knowledge of Microsoft office products and spreadsheet applications</span></li><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>Proficient keyboarding and computer skills</span></li><li><span style='font-family:\"Verdana\",sans-serif;font-size:13px;'>Detail-Oriented with exceptional organizational skills</span></li></ul><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;margin-left:.5in;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style='font-size:13px;font-family:\"Verdana\",sans-serif;'>&nbsp;</span></p><p style='margin:0in;font-size:15px;font-family:\"Aptos\",sans-serif;text-align:justify;'><span style=\"font-size:19px;\">&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><span style='font-size:15px;font-family:\"Arial\",sans-serif;'>&nbsp;</span></p><p style='margin:0in;font-size:16px;font-family:\"Times New Roman\",serif;'><br></p></div></div></div></div></div>\n",
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