Commercial Loan Administrative Associate

Administrative Assistant

Responsible for performing a variety of administrative duties to assist the Senior Officers and Commercial Lending Officers in the area of responsibility. Performs specialized and/or confidential administrative duties related to all the above areas of responsibility. Responsible for completion of related projects.

Responsibilities:

• Coordinate loan closings, and ensure that all necessary fees are collected and documents are obtained. When necessary, close loan transactions or attend commercial real estate closings.
• Submit loan documents to Commercial Loan Servicing along with necessary supporting information to ensure accurate and adequate booking of loan(s) to the company's core operating system.
• Receive visitors; direct customers to the proper person or assist them personally by obtaining information, arranging appointments, or referring them to appropriate individual. Place telephone calls to assist officers as needed.
• Assist with answering telephone calls; takes messages and utilizes the current banking core information system to answer internal and external questions.
• Assist with sorting of mail; evaluate and route as necessary.
• Draft, proofread and distribute communications such as standard letters/memos within scope of authority or in officers' absence. Responsible for meeting minutes and agendas.
• Compile data and prepare operational or departmental reports (i.e. Business Development, Board of Directors and Credit Committee); copy and distribute.
• Work with Lending Officers on revisions and maintenance of the Loan Policy Manual.
• Organize and maintain records, files, documents, correspondence, forms, reports and other related information, often of a confidential nature. Keeps record of file declinations.
• May assist officers with their community, professional and activity material.
• Order departmental supplies and purchasing.
• Maintain officer appointment calendars in Outlook as needed; assist officers with scheduling/arranging: meetings, telephone seminars, business luncheons, conferences, business development functions, etc.
• Make travel and hotel reservations as directed.
• Provides assistance to lenders and staff as needed.
• Process miscellaneous 'department' expenses, makes arrangements for dept. birthdays, and updates departmental phone listings.
• Follows through on special projects, assignments involving research and analysis.
• Acts as a liaison between Senior Officers and staff.
• Perform other related duties as assigned or directed.

Qualifications:

• High school diploma or GED equivalent.
• Minimum of three (3) years' experience in related positions or comparable continuing education coursework.
• Proficient interpersonal and communication skills.
• Proficient organization and prioritization skills.
• Proficient composition and proofreading skills.
• Proficient Microsoft Office and Data Management skills (Word, Excel, Lotus Notes).