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Commercial Loan Assistant

BankTalent HQ
Commensurate with Salary and Experience
United States, Michigan, Jackson
Jun 06, 2025
Description

County National Bank (CNB) is an independent, locally owned, community bank that is successful and growing whose mission is to "sustain its deep commitment to the community and its traditions of excellence in all aspects of banking and provide outstanding client service and solid financial performance."

We invite you to share in our mission and vision as a community banker, making a difference in your community while experiencing excellent benefits and career opportunities.

CNB is looking for a qualified, motivated, and client- and team-focused individual to join our team as an ON-SITE Commercial Loan Assistant in Jackson, Michigan. This is a full-time position with hours scheduled Monday - Friday.

JOB SUMMARY

This position primarily performs a variety of administrative and support functions for the RVP-Market Executive and activities within the market related to Commercial Lending.

DUTIES
  • Greets clients and directs to appropriate associate for a stellar client experience.
  • Assists clients with requests for payoff quote, releases/discharges, and investigating issues/concerns.
  • Coordinates Market Advisory Board meetings; which includes, scheduling and reserving meeting room, completing minutes, recording attendance, ordering food, etc.
  • Assists RVP-Market Executive with expense reimbursement process.
  • Produces automatic payment form.
  • Processes payments/transfers and wire transfers.
  • Handles incoming/outgoing mail and maintains office supplies.
  • Attends community functions and civic organizations, with the goal to be a good ambassador for the bank and be active in the communities we serve.
  • Maintains and protects confidentiality of client information.
  • Maintains regular, on-time attendance.
  • Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, telephone seminars, etc.)
  • Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position.
  • Performs other various duties as assigned.


Requirements

SKILLS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Associates degree in Business/Finance is preferred; otherwise, must have a combination of applicable education and experience.
  • Previous bank experience is preferred.
  • Passion for providing a stellar client service experience to all clients (external and internal) and ability to instill this passion in others.
  • Excellent interpersonal skills (tactfulness, cooperation, courteousness and client friendliness) are necessary to represent the bank in a positive manner.
  • Positive and cooperative approach when working with others.
  • Excellent written communication skills with demonstrated ability to write clearly, concisely and effectively, with attention to detail for visually appealing output and accurately proofreading publications.
  • Excellent verbal communication skills with the demonstrated ability to effectively present information to clients and management.
  • Strong administrative skills with effectiveness in developing tasks and managing resources to achieve targets/goals.
  • Ability to multi-task while paying attention to details.
  • Ability to maintain confidentiality and handle sensitive information.
  • Knowledge of basic accounting procedures.
  • Ability to efficiently and accurately keyboard information, both computer and calculator.
  • Strong computer skills with a proficiency in MS Word, Excel and Outlook.
WORKING CONDITIONS

The work environment characteristics described here are representative of those an associate encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the work environment will include:
  • Works in a normal office environment.
  • Travel between branch locations, as needed.
PHYSICAL REQUIREMENTS

The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the associate is regularly required to:
  • Communicate effectively, both verbally and in writing.
  • Keyboard information (computer and calculator).
  • Travel to branch locations, as needed.
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