Job Description


WHO: Large regional bank

WHAT: Banker Assistant

WHEN: Immediate Need

WHERE: Atlanta, GA

Software: nCino and Salesforce


Support the Banker in managing client relationships with Loans, Deposits/Treasury, and Service. Also work closing attorneys

  1. Loans:The position leads the effort in the pre-closing, closing and post-closing process for commercial loans, real estate loans, lines of credit and letters of credit.
  • Initiate new loan opportunities and renewals in nCino
  • Initiate new loan opportunities in Salesforce
  • Review closing documents (pre-closing)
  • Execute funding for closings; initiate wires
  • Handle loan draw requests
  • Review closed loan package (post-closing); prepare and process for booking
  • Order appraisals
  • Maintain weekly and monthly reports
  • Manage (clear) financial statement and collateral exceptions
  1. Deposits and Treasury:Initiate new deposit account openings for clients and have awareness of all Treasury services to recommend new services to the assigned Banker. Handle new deposit accounts, daily inspection of overdrafts and NSF, wire transfers.
  1. Customer Service

  • 5+ years of experience as banker assistant
  • Paralegal experience preferred
  • nCino a plus
  • Salesforce a plus
  • No degree required

If interested, please send your resume in Word to


Atlanta GA
Date Posted