Commercial Lending Assistant

HIRING! FULLY REMOTE Commercial Lending Administrative Assistant | Credit Union

Book here for immediate consideration: https://talentassistant.actalentservices.com/assistant/bookings/eCjgWw74

Job Description

This full-time temporary role provides essential administrative and operational support to a Commercial Banking and Portfolio Management team, focusing on commercial loan portfolios. You will help manage loan tracking, prepare and maintain credit files, support client onboarding, and ensure accurate documentation throughout the loan lifecycle. This position is well-suited for someone with prior banking experience in commercial lending or loan administration who thrives in a high-volume, deadline-driven environment and is comfortable working remotely within the Eastern Time Zone.

Responsibilities

• Create and maintain portfolio tracking sheets for commercial loans, financial reporting, and key deadlines to support accurate monitoring of the loan portfolio.
• Assist with preparing and organizing credit files for underwriting, annual reviews, renewals, and loan modifications, ensuring all documentation is complete and properly filed.
• Serve as an additional point of contact for commercial banking clients, handling basic requests, documentation needs, and follow-up communications in a professional and timely manner.
• Support the onboarding of new commercial banking clients by collecting, organizing, and tracking all required documentation for account and loan setup.
• Track the status of annual reviews, loan modifications, renewals, and covenant compliance, escalating issues as needed to keep processes on schedule.
• Maintain internal systems with accurate and up-to-date borrower, loan, and deal information to support reporting and decision-making.
• Coordinate and compile borrower financial documentation, including tax returns, financial statements, rent rolls, and related materials needed for credit analysis.
• Monitor outstanding borrower documentation requests and proactively follow up to ensure timely receipt and completion of required information.
• Maintain organized digital credit files, ensuring documentation is complete, compliant with internal standards, and easily accessible to credit, underwriting, and operations teams.
• Collaborate and coordinate with credit, underwriting, and loan operations teams regarding file status, documentation needs, and next steps in the lending process.
• Support general administrative tasks related to commercial lending, loan processing, and document management as needed to assist the broader team.

Essential Skills

• Minimum of 2 years of experience in banking, preferably in commercial lending, loan administration, or credit and lending operations.
• Hands-on experience with commercial lending processes, including loan processing, loan administration, and document management.
• Strong administrative skills with the ability to manage multiple tasks, deadlines, and documentation requirements in a high-volume environment.
• Proficiency with Microsoft Office applications for tracking, reporting, and organizing loan and client information.
• Ability to accurately maintain borrower, loan, and deal data in internal systems and digital files.
• Strong attention to detail and organizational skills to ensure credit files and documentation are complete, compliant, and well-structured.
• Effective written and verbal communication skills to interact with commercial banking clients and internal stakeholders.
• Comfort working remotely while adhering to Eastern Time Zone business hours.

Additional Skills & Qualifications

• Experience with commercial loans and commercial loan portfolios, including renewals, modifications, and annual reviews.
• Experience in credit or lending operations, supporting underwriting and loan processing activities.
• Familiarity with coordinating borrower financial documentation such as tax returns, financial statements, and rent rolls.
• High school diploma or equivalent educational credential.
• Ability to build productive working relationships with credit, underwriting, and loan operations teams.
• Adaptability to a contract role with potential for longer-term opportunity based on performance.

Work Environment

This is a remote position that operates on a Monday–Friday schedule from 9:00 AM to 5:00 PM Eastern Time. You will work from your chosen remote location while aligning with Eastern Time Zone hours for collaboration with the Commercial Banking and Portfolio Management team. The environment is professional, fast-paced, and deadline-driven, with a strong focus on accuracy in documentation and data management. You will primarily use digital systems and Microsoft Office tools to manage credit files, track loan activity, and communicate with internal teams and clients. As a contract role, it offers the potential to transition into a longer-term opportunity based on performance.

Job Type & Location

This is a Contract to Hire position based out of New York, NY.

Pay and Benefits

The pay range for this position is $22.00 - $30.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your job
classification and length of employment. Benefits are subject to change and may be
subject to specific elections, plan, or program terms. If eligible, the benefits
available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully remote position.

Application Deadline

This position is anticipated to close on Sep 29, 2026.

About Aston Carter

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email [email protected] for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.