First Bank · 20 hours ago
Commercial Loan Banking Assistant
Newport Beach, CA
Full-time
Hybrid
Entry Level
$22.25/hr - $27/hr
1+ years expFirst Bank is one of the largest independent banks in the U.S., committed to its employees and clients. The Commercial Banking Assistant ensures the accuracy and timely processing of loan documents while providing excellent customer service to both loan and deposit customers.
BankingFinanceFinancial Services
Responsibilities
Assist in the creation and maintenance of credit and legal files for the loan department
Complete Loan Input Worksheets, input CIF information for new borrowers and guarantors, and copy documents for lender files; send original files to Loan Servicing
Review departmental reports along with other necessary and pertinent reporting to ensure accurate and complete information is added to systems and files; assist with follow-up items on an ongoing basis for exception items
Prepare loan draws when needed; wire transfers and deposit account transfers
Follow up on exception items, obtain borrower financial statements and other borrower reporting requirements
Work with relationship managers and customers to open the appropriate DDA accounts to suit the customer's needs; answer customer phone calls and service customer deposit accounts
Follow up with customers to ensure that services are set up in a timely manner
Cross-sell additional products to customers as the opportunity presents itself
Transfer funds to and from customer accounts upon request; complete wire transfers as instructed and handle line of credit disbursements and pay-downs with appropriate authorization
Provide customer service functions with regard to commercial loan accounts including stop payments, loan referrals, ordering checks, establishing credit cards, etc
Open CDs and track CD maturity dates for further customer follow up
Balance Cash Items Report, Overdraft Report, and send in Activity Reports
Perform various administrative responsibilities for the Managing Director and Relationship Managers including, but not limited to: opening, sorting, and distributing mail, processing invoices, and creating and typing correspondence
Qualification
Required
High school diploma or general education degree (GED) required
Minimum of 1-2 years of administrative assistant experience required
Minimum 6 months previous customer service experience
1-2 years commercial or retail deposit product knowledge, along with loan experience and/or training; or equivalent combination of education and experience
PC proficiency in a Windows environment is required
Excellent organizational skills and attention to detail
Friendly and strong orientation towards customer service, required
Preferred
some college preferred
working knowledge of Word and Excel strongly preferred
Company
First Bank
First Bank operates as a bank that offers financial services including personal banking, mortgage loans, wealth management, and others.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$164.54MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $6.2M
2019-04-22Undisclosed· $158.34M
Leadership Team
Shelley Seifert
Chief Operating Officer
Greg Bissell
EVP Chief Risk Officer
Recent News
2025-11-21
2025-10-31
2025-10-31
Company data provided by crunchbase