Commercial Lending Administrative Assistant

FUNCTION:

The Commercial Lending Administrative Assistant will provide administrative and office support to Commercial Loan Relationship Managers and the Commercial Loan Manage, and contributes to the overall efficient operation of the Commercial Loan Department.

GENERAL DUTIES AND RESPONSIBILITIES:

1. Assist commercial customers with their loan and deposit account requirements.


2. Identify customer concerns and work with other departments in the Bank to maintain customer satisfaction.


3. Serve as the liaison between the Relationship Managers, Credit, Loan Documentation, and other internal support departments.


4. Verify availability of funds and disbursement requests for advances or pay-downs under lines of credit and/or commitments including construction draw requests.


5. Review and/or process document files pre and post-settlement.


6. Assist Relationship Managers with their daily overdraft report and process decisions.


7. Assist Relationship Managers with the collection and monitoring of loan payments from the monthly delinquency report.


8. Assist Relationship Managers with ongoing identification and correction of pending items from the Pending report.


9. Assist Relationship Managers with contacting customers and requesting items from the Financial Exception Report


10. Facilitate efficient workflow and overall organization of Relationship Manager's commercial loan portfolio including updating CRM software and coordinating loan closings (with customer, lender, attorney and/or title companies).


11. Update Credit Department weekly regarding the Status of Approved Committee Loans


12. Update quarterly SAC reports including but not limited to loans, deposits, credit and collateral analysis.


13. Prepare outgoing correspondence as required for Relationship Managers.


14. Prepare Commercial Loan Documents as need to support the Loan Documentation Department.


15. Process and monitor Participation/SNC loans.


16. Prepare monthly Sales Reports.


17. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities.


18. Assume other job-related duties as required.

REQUIRED TRAINING, EXPERIENCE AND EDUCATION:

1. Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers.


2. Must be proficient in various computer applications, including Microsoft Word and Excel.


3. Previous commercial loan and/or customer service experience.


4. Strong organizational and time management skills.


5. Strong oral and written communication skills.


6. Strong math skills.


7. Ability to solve problems and work independently without supervision, except for complex situations.


8. High school diploma plus four years of banking experience or equivalent.

PREFERRED TRAINING, EXPERIENCE AND EDUCATION:

1. Previous documentation experience.


2. Previous administrative assistant experience.


3. PA Notary Public