Commercial Banking Admin and Executive Admin Assistant

SUMMARY OBJECTIVE:

Commercial Banking Administrator that support the Commercial Relationship Managers and Commercial Portfolio Managers in servicing the existing loan portfolio and works with the Executive Vice President and Chief Lending Officer as Executive Administrative Assistant. This may include, not limited to, direct and indirect customer contact and assistance with loan requests and modifications/reaffirmations of new and existing loans.

ESSENTIAL FUNCTIONS:

1) Provide administrative support to the EVP/Chief Lending Officer in fulfilling market and business development objectives when needed such as preparing correspondence for department and board meetings.

2) Manage the day-to-day activity of the Loan Production Officers and liaison with other areas of the bank as required.

3) Contribute to the successful achievement of the assigned portfolio(s) production goals.

4) Accurately complete and process various forms of correspondence required to service customers and meet internal policy requirements.

5) Prepare and review necessary documentation and forms including, but not limited to, situation pages and modification memos in an efficient manner. Review approvals and request real estate appraisals, lien and flood searches, property reports, environmental investigations, and other requests for information as needed in a timely manner.

6) Support the Relationship Manager in the pre-closing control number process by contacting insurance companies, completing the commercial documentation request form, control number checklist, commitment/disbursement authorization, etc as needed.

7) Clear any post-closing documentation exceptions with the assistance of the Portfolio Manager or Relationship Manager.

8) Monitor reports including but not limited to loans maturing in 90 days, annual line review, monthly letter of credit report, etc. to ensure that all reaffirmations/reviews meet internal policy requirements and are completed in a timely manner.

9) Monitor and ensure the timely resolution of documentation and financial exceptions as well as various tickler system requirements such as insurance verification and real estate tax receipts. Process all pertinent information in a timely manner.

10) Review and research UCC Continuation forms to ensure that UCC is filed correctly and that it adheres to the terms and conditions of the loan approval. Provide the information to the Relationship Manager/Portfolio Manager for their decision.

11) Update information on required forms for internal risk assessment including loan officer reviews, asset quality reviews and property re-evaluations and submit completed forms to Portfolio Manager.

12) Review unfunded commitment report and advise Portfolio Manager and Relationship Manager of pending expirations.

13) Provide appropriate support in resolving any customer service issues.

14) Perform all other duties as assigned.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

SUPERVISORY RESPONSIBILITY:

This position does not require supervision of employee(s).

WORK ENVIRONMENT:

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

PHYSICAL DEMAND(S):

The employee is frequently required to 1) Type or otherwise work with fingers, 2) Talk expressing or exchanging ideas by means of spoken word. Those activities in which they must convey detailed or important spoken instructions to other workers or clients accurately, loudly, or quickly; 3) Hearing – perceiving the nature of sounds at normal speaking levels with/without correction. Ability to receive detailed information through oral communication and make discriminations in sound; 4) Specific vision abilities required by this job include: viewing a computer monitor, extensive reading.

Sedentary work may require occasionally lifting of up to 10 pounds and/or moving up to 25 pounds. This work involves sitting most of the time, with walking and sitting.

TRAVEL:

No travel is required for this position except for possible training and/or conferences.

COMPETENCIES:

1. Communication Proficiency (Verbal and Written)

2. Strong Computer Skills (Word and Excel)

3. Detailed Oriented

4. Analytical Skills

5. Organizational Skills

6. Deadline Oriented

7. Ethical Conduct

REQUIRED/PREFERRED EDUCATION and EXPERIENCE:

Bachelor’s Degree is preferred, High school/GED required with at least ten (10) years’ experience in commercial banking and loan operations background with a working knowledge of Word and Excel is required. Candidates must possess strong communications, and analytical and interpersonal skills.