Banking Assistant with Paralegal Experience
at LawStaff Group

Date Posted: 10/15/2019

Job Description

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 [Click Here To Join].

Job Snapshot

About Us

The LawStaff Group is a full-service legal recruiting firm specializing in the placement of Top Tier Legal professionals on a temporary, temp-to-hire and a direct-hire basis. We use a consultative approach to provide our clients with customized staffing solutions.

We specialize in the placement of:

Litigation Support
Legal Administrators
Legal Office Services
Legal Secretaries
Legal Nurse Consultants
Legal IT

The LawStaff Group partners with organizations ranging from Legal Firms to FORTUNE 500 companies. We add value to the hiring process by leveraging technology and networking with our strong referral base to provide our clients with the most qualified candidates currently on the market.

Most of the candidates we place are referred to us, enabling us to provide our clients with highly-qualified candidates that are selectively looking for an improved professional opportunity.