Private Banking Loan Assistant -Tampa, FL

Private Banking Loan Assistant – Tampa, FL

FinTrust Connect has partnered with a regional banking institution to identify top talent for a Private Banking Loan Assistant opportunity. This role is ideal for an experienced lending professional with a background in loan documentation, processing, closing coordination, and client service who can help a private banking team move loans accurately and efficiently from application through post-closing.

Why this opportunity?

• Culture: Join a relationship-focused banking environment that emphasizes trust, accountability, attentive client service, professional development, and excellence.

• Workplace: Hybrid 3/2 – Tampa, FL

• Function: Support the processing and fulfillment of simple to semi-complex loans for the private banking team, with a focus on documentation accuracy, regulatory compliance, and effective coordination among lenders, clients, attorneys, insurance agents, and other stakeholders.

Requirements:

• High school diploma or equivalent.
• Bachelor's degree or additional coursework in banking, finance, or lending is preferred
• 3–4 years of experience in commercial lending documentation.
• 3–4 years of experience as a Loan Assistant I or in a comparable role.
• Working knowledge of commercial loan products, documentation standards, and loan-processing procedures.
• Understanding of applicable state and federal lending and documentation requirements.
• Proficiency with Microsoft Office and general computer applications.
• Strong organizational and time-management skills, with the ability to prioritize competing responsibilities and meet deadlines.
• Excellent attention to detail and a commitment to maintaining accurate documentation.
• Strong written and verbal communication skills and the ability to work effectively with clients and lending partners.
• Sound judgment, analytical thinking, and problem-solving skills.
• Ability to work independently while coordinating effectively with others throughout the lending process.

Description:

• Support approximately 2–3 lenders with loan-processing activities and clear communication throughout the lending process.
• Monitor loan pipelines, upcoming maturities, uninsured items, and past-due reports to facilitate timely follow-up.
• Organize processing priorities to meet transaction deadlines and client service expectations.
• Gather and organize required borrower materials, including income documentation, credit reports, and identification.
• Update loan-processing systems with complete and accurate borrower and transaction information.
• Arrange title searches, UCC searches, appraisals, and flood certifications as required.
• Coordinate closing activities with lenders, attorneys, insurance agents, and clients.
• Initiate authorized disbursements of closing funds and loan proceeds by check or wire, as appropriate.
• Review closed and funded loans for documentation completeness and accurate, timely booking.
• Obtain outstanding post-closing materials from settlement agents, recording offices, and title insurance agencies.
• Track collateral documentation and post-closing exceptions, providing regular updates on outstanding items.
• Respond promptly and professionally to client inquiries and requests for information.
• Identify processing discrepancies and assist with resolving issues that could affect loan completion or documentation accuracy.
• Protect confidential information and ensure loan documents receive the necessary reviews and approvals.
• Maintain working knowledge of lending regulations, documentation requirements, and internal policies and procedures.
• Follow applicable compliance, security, fraud-prevention, and client-asset protection requirements.
• Provide backup coverage for other Loan Assistants when needed.
• Complete required training and participate in professional-development and community activities, as applicable.
• Travel as required for lender or client meetings, team meetings, professional development, site visits, and other business needs.