Commercial Loan Support Specialist

Summary of Duties

This position requires a high level of organization and attention to detail. Must be able to communicate effectively. Must be able to identify priorities and deadlines and determine work schedule to meet those deadlines. Must be able to multitask effectively and able to task switch quickly and effectively due to multiple items in process at all times. Willingness and flexibility to work with a team. Must possess PC skills at an intermediate level. The ability to make decisions within the set parameters.

Essential Duties and Responsibilities

Included but are not limited to:

Assist in gathering customer financial information for loan proposal.

· Provide efficient, friendly service customers and vendors on the phone and/or in

person as needed.

· Provide support and assistance to all Commercial Lenders throughout the institution.

· Scanning, typing and clerical work as needed.

· Assist with preparation of loan proposals.

Other Functions

· Adhere and comply with all Bank Policies.

Other duties as assigned

Job Qualifications & Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Education/Certification/Licensing:

· High School Diploma/GED required.

Experience:

· Minimum requirement of three years of banking or related experience required.

· Excellent written, verbal, interpersonal, and problem-solving skills; ability to communicate effectively and project a professional image.

Other Requirements:

· Requires organizational and problem-solving skills.

· Ability to identify priorities and meet deadlines.

· Ability to multi-task.

Equipment Used

PC, printer, calculator, copy machine, fax, scanner, typewriter

Software Used

Horizon, Finastra Laser Pro, Word, Excel, PDF, FCM, CLS-ETran, SBA, USDA, ProSign, FarmerMac, Outlook

Physical Demands

While performing the duties of this job, the employee is frequently required to work in front of a computer for extended periods of hours; use hands to finger, handle, or feel and talk or hear. Must be able to travel from location to location throughout the office and to other bank offices, clients, and outside meetings. The employee is occasionally required to reach with hands and arms; stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, color vision, depth perception and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. In-person work is required however telework exceptions may be applicable. Regular and prompt attendance is required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job operates in a professional office setting with low to moderate noise level work environment; and, at times in various other environments of the clients they meet with.

Equal Employment Opportunity & ADA Compliance:

Commercial Bank provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law. Equal employment opportunity applies to all terms and conditions of employment including hiring, placement, promotion, termination, layoff, recall, transfer, leave of absence, compensation, and training. To ensure equal employment opportunities to qualified individuals with a disability, Commercial Bank will make reasonable accommodations for the known disability of an otherwise qualified individual, unless undue hardship on the operation of the organization would result. We support and promote equal employment opportunity, human dignity, and racial, ethnic, and cultural diversity by taking positive steps to eliminate barriers that may exist in hiring and in employment practices. Discrimination of any type will not be tolerated.