United Bank

Lending Assistant Senior

2 months ago(10/6/2017 10:04 AM)
Job ID
# of Openings
Lending (Commercial/Consumer/Mortgage/Retail)
UB Non-Retail



The Senior Lending Assistant provides customer service and support to lending customers and prospects. This position is responsible for preparing loan summaries for presentation to the Loan Committee/s; performs loan administration duties and helps prepare loan documentation; and may assist credit analysts with financial spreadsheets functions.



  • Perform a wide variety of administrative tasks to include gathering data, assembling and maintaining credit files, requesting title reports/lien searches/flood certificates, etc., and records CC filings and terminations;
  • Prepare loan documentation using Laser Pro and, if as needed may coordinate with outside counsel in loan documentation preparation;
  • Assist with loan disbursements
  • Handle routine request for customer service including advances on lines of credit, pay-outs, account transfers, and resolves customer issues as needed;
  • Ensure that loan documentation and files are processed and properly maintained;
  • Monitor loan exceptions and resolve by contacting customers, title companies, attorneys, etc.
  • Clear loan exceptions and financial reporting as needed;
  • Pull financial reports for customers and ensures timely distribution as needed.
  • Generate officer reports, overdraft, clear past dues, balance G/L accounts monitor collateral, orders supplies, verifies and initiates wires and checks ( per authorized limit).


  • Customer Service Skills
  • Interpersonal skills
  • Dependability
  • Task and Time Management


  • High School Diploma or equivalent
  • Bachelor’s degree or equivalent related professional work experience required
  • Minimum four (4) years of previous experience working in Banking industry preferably in the mortgage industry or real-estate based transactions
  • Minimum of 4 years Commercial Lending preferred
  • Proficiency in Microsoft Office Products required
  • Excellent organizational skills;
  • Excellent written and verbal communication skills


  • Sitting for extended periods of time.
  • Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse and other computer components.
  • Ability to converse and exchange information with all levels of staff within organization.
  • Ability to observe, perceive, identify, and translate data
  • Ability to travel via air, rail, automobile and/or bus.


With over 175 years of experience, United Bank is one of the region’s premier banks with locations in West Virginia, Virginia, Washington, DC, Maryland, Ohio, and Pennsylvania. A subsidiary of United Bankshares, Inc., with dual headquarters in Washington, DC and Charleston, WV, we are a full service financial institution with over $19 billion in assets.
At United Bank, our people are our greatest asset. Our company is a perfect fit for hard-working, driven individuals as we provide a culture that is entrepreneurial, efficient, relationship-based and service-oriented. United is proud of our record of growth and our commitment to service - not only to our customers, but also to the communities in which we live and work.
United encourages our employees to become involved in the community and in professional activities, and we provide continued training and other support to help all employees achieve their full potential.


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