Commercial Loan Officer Sample Job Description Template Sample Job Description Template

Commercial Loan Officer Sample Job Description Template


Fulltime/Part Time

Are you ready to take your lending career to the next level? [Insert name of credit union here] is looking for a skilled salesperson to be responsible for originating and closing commercial loans in our [Insert name of location here] market. This position pays [$00,000-$00,000] depending on experience along with [Insert information about benefits and perks here].

Company Description

[Insert company description here]

This section should briefly describe the history of your credit union, your values, and what it’s like to work there. Make sure to emphasise the work culture experienced by your employees.

Example: [Our Credit Union] is member-owned and everything we do is geared toward improving the lives of our members and community. We help people buy homes, grow businesses, send kids to college, and save for the future. In addition to feeling good about the work we do, our employees enjoy perks such [as schedules that allow for good work/life balance, robust insurance plan options, plenty of paid time off, 401k with employer match, and fitness club memberships].

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A Day in the Life of a Commercial Loan Officer

As a Commercial loan officer, you partner with businesses in our community to help them reach their goals. You spend time building relationships based on trust and respect. You work hard networking so that you are the first to come to mind when businesses in our community need financial services.

When business are ready, you collect information to perform a preliminary credit review and analysis concerning their needs. You originate and service a variety of commercial loans such as conventional, SBA, Construction, and C&I. You are conscientious about portfolio maintenance and loan administration in accordance with our, federal, state, and NCUA policies. You maximize the profitability to [Insert name of credit union here] and propose strategies to mitigate risk. You conduct feasibility and market research.

You spend some time each day on the phone following up with prospects and members. You cross-sell other credit union products. You also conduct site visits to inspect collateral and inventory. You work with other team members to resolve troubled loans. You take pride in meeting loan production goals. You also have opportunities to mentor less experienced loan officers and assist in training.

You are both a number cruncher and a people person. Your days are full of networking, selling, analyzing, strategizing, problem solving, serving, goal-setting and teaching. You feel great about helping businesses in our community thrive and love working at one of the top 100 “best jobs in America.”


  • Bachelor’s Degree in business/finance or 5+ years of experience in commercial real estate, finance, community development, or a related field.
  • At least 3 years of lending experience
  • Ability to show proven track record in sales

Work Schedule

[Add schedule here]

Are you ready to Join Our Team?

If you would like to be part of a productive, successful team. APPLY TODAY! Quick 5 minute application process.

Sample Job Description Template