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Job description
Commercial Banking Assistant
A Commercial Banking Assistant ensures the accuracy, timely processing, and completion of loan documents; up to and including all documents and due diligence reports associated with each credit facility, and works daily with both loan and deposit customers resolving issues satisfactorily.
What You Will Be Doing
Assisting in the creation and maintenance of credit and legal files for the loan department
Completing Loan Input Worksheets, inputting CIF information for new borrowers and guarantors, and copying documents for lender files; sending original files to Loan Servicing
Reviewing departmental reports along with other necessary and pertinent reporting to ensure accurate and complete information is added to systems and files; assist with follow-up items on an ongoing basis for exception items
Preparing loan draws when needed; wire transfers and deposit account transfers
Following up on exception items, obtain borrower financial statements and other borrower reporting requirements
Working with relationship managers and customers to open the appropriate DDA accounts to suit the customer's needs; answer customer phone calls and service customer deposit accounts
Following up with customers to ensure that services are set up in a timely manner
Cross-selling additional products to customers as the opportunity presents itself
Transferring funds to and from customer accounts upon request; complete wire transfers as instructed and handle line of credit disbursements and pay-downs with appropriate authorization
Providing customer service functions with regard to commercial loan accounts including stop payments, loan referrals, ordering checks, establishing credit cards, etc.
Opening CDs and track CD maturity dates for further customer follow up
Balancing Cash Items Report, Overdraft Report, and send in Activity Reports
Performing various administrative responsibilities for the Loan Group Manager, Branch President and Relationship Managers including, but not limited to: opening, sorting, and distributing mail, processing invoices, and creating and typing correspondence
High school diploma or general education degree (GED) required, some college preferred; and 1-2 years commercial or retail deposit product knowledge, along with loan experience and/or training; or equivalent combination of education and experience
Minimum of 1-2 years of administrative assistant experience required
PC proficiency in a Windows environment is required; working knowledge of Word and Excel strongly preferred
Minimum 6 months previous customer service experience
Excellent organizational skills and attention to detail
Friendly and strong orientation towards customer service, a must
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.