SUMMARY OF POSITION

Provide administrative support to commercial bankers and commercial administrators. Serve as a partner to provide high-quality customer service to commercial banking clients by following proper procedures.

ESSENTIAL FUNCTIONS
• Support the customer lending request process by providing administrative support to Commercial Bankers
• Search the Secretary of State for the exact name of the company and verify its existence/good standing
• Search CORE for existing customers related to the transaction to determine the relationship
• Prepare Customer Information for CIF creation in CORE System if required
• Create customer profile/all parties in the Loan Operating System (LOS)
• Upload supporting documents and prerequisites; tax returns; business articles; financial statements to LOS
• Provide high-quality customer service to commercial banking customers
• Resolve customer inquiries and problems in a timely manner within the scope of authority while proactively using partners to meet the customer’s needs
• Serve as a partner to the commercial banking team by proactively dealing with portfolio management needs to mitigate risk.
• Partner with commercial bankers to obtain financial, loan, and collateral exceptions
• Assist Commercial Administrators with other duties as needed
• Proactively ensure maturing loans are being resolved in a timely manner
• Maintain updated knowledge of policies, procedures, regulations, and compliance.

QUALIFICATIONS
High School diploma required. Computer experience with Windows, Microsoft Office, and other computer applications. SKILLS & ABILITIES
Ability to read, analyze, and interpret complex information and make sound judgments. Familiarity with a variety of the field’s concepts, practices, and procedures. Relies on experience and judgment to plan and accomplish goals. Performs a variety of tasks while remaining detail-oriented, accurate, and organized. Good customer service skills with a focus on strong oral, presentation, and written communication skills. Ability to work unsupervised and display effective time management skills. Ability to work a flexible schedule. Exhibits excellent judgment in handling confidential information.