Ag Banking Administrative Assistant II

Job Description

Job Description

Position Summary:

As an Administrative Assistant for our Ag Banking team, you will support Ag Bankers or function managers along with various departments by performing a variety of administrative and coordination tasks. Responsibilities include preparing complex documents, coordinating activities, and compiling data to produce standard and customized reports that support decision-making. You will apply a basic understanding of banking laws and regulations related to bank operations, ensuring that all duties are performed in compliance with these regulations.

This role requires exercising independent judgment and discretion, making non-routine decisions within established guidelines, and working with minimal supervision. A thorough knowledge of bank products and procedures is essential. Additionally, you will regularly communicate with and provide direct service to customers, ensuring a high standard of professionalism and customer support

In addition, our FIRST Values apply to all teammates without exception.

FIRST Values

• Family – We support, trust, and respect each other, our customers, and our shareholders.
• Independence & Innovation – We embrace change as vital to our success.
• Relationships – We build relationships that are based on strong character, mutual loyalty, trust, and respect.
• Stewardship – We take care of ourselves so we can take care of others.
• Teamwork – We help each other grow and succeed.

Who we are:

The First National Bank in Sioux Falls began its long-term commitment to the Sioux Falls area in 1885. The oldest bank in Sioux Falls owes its longevity to a combination of service, stability, innovation, and family involvement. Over the past 140 years, The First National Bank in Sioux Falls has worked diligently to promote the growth and vitality of our city and the surrounding area. The Bank strives to continually be recognized as a community leader by reinvesting financial resources back into the communities it serves and encouraging active employee involvement in community volunteer organizations.

The First National Bank Way, which is a blend of our Mission Statement and FIRST Values, serves as the foundation of our culture. It is a gift that has been passed down to us and is the legacy that we will protect and preserve. Nothing is more important to us – it is the cornerstone of our success.

Our culture is driven by integrity, service, and strong values; nothing has shaped it more than our FIRST Values.

Our FIRST Values are not just words; they are truly felt by our employees, customers, shareholders, and communities. They tell us who we are as a business and guide our behaviors and decisions as we move forward and build successful relationships.

Although banking has evolved over the years, our mission and values have not and will not change.

What will you do:

Accountabilities

File Maintenance

Perform file maintenance in an efficient and accurate manner that aligns with department goals and objectives.

• Coordinate with lenders to collect appropriate financial reports from customers or prospects using multiple methods of correspondence.
• Scan and maintain credit file documents in electronic document management system.
• Forward critical documents to Loan QA in a timely manner.
• Pull UCC searches, credit bureau reports, flood determinations, Onboard Advisor reports, and organizational documents.
• Update and review ticklers and document exceptions.

Establish Loan Documents

Create loan documentation that is accurate and in compliance with laws and regulations.

• Prepare loan worksheets in accordance to line sheet approval.
• Review accuracy of loan documents pre-closing and verify completion post close.
• Complete supplemental documentation required for loan closing and include in loan packet (Statement of Intent for Joint Credit, Certification of Beneficial Ownership, Sweep Agreements, etc.).
• Organize loan packet in a professional manner.

Liaison

Serve as the liaison between lenders and other Bank departments.

• Process/enter basic loan transactions into system by direction of customer or lender (loan payments, advances, transfers).
• Complete Business Solutions Interest Forms and waiver/refund request forms.
• Coordinate with lenders to gather information to initiate real estate work order requests, including appraisals and title work.
• Research exceptions from Loan QA and assist the lender in resolving them.

Compliance

Maintain a working knowledge of guidelines, policies, laws and regulations associated with work responsibilities. Ensure compliance in processes and related communication(s). Monitor and audit work regularly. Identify, address and/or escalate issues appropriately.

• Collaborate with internal departments to insure Loan Policy and Loan Guidelines are adhered to.
• Collect and record data for completion of CRA forms.
• Gather and review documentation for new customers to complete CIP forms accurately.
• Collect and verify documentation for completion of Beneficial Ownership Certificates.

Qualifications

Secondary education in related field preferred. Three or more years of banking and/or finance loan experience or a combination of education/experience that would enable incumbent to meet accountabilities and required competencies of the position.

Skills and Abilities

• Ability to work independently with little supervision. Self-motivated.
• Excellent verbal and written communication skills.
• Demonstrate a high degree of concern for professional and innovative customer service.
• Excellent organizational skills and attention to detail. High degree of accuracy required.
• Ability to adapt to the needs of the organization and teammates.

What’s in it for you?

• Health Insurance
• Dental & Vision Insurance
• Profit Sharing
• Paid Vacation & Holidays
• Company paid short and long term disability
• Tuition Reimbursement Program
• Employee Banking Perks
• Community Volunteer time
• And More!