CO Banking Administrative Assistant

About the role

The Commercial Banking Associate provides broad-based support to Lenders and Banking Officers, facilitating both lending and deposit operations. This role ensures efficient service, detailed documentation, and effective client relations by managing a variety of banking activities and administrative duties. It is ideal for those seeking to deepen their understanding of commercial banking operations while contributing significantly to the team. The Associate will gain hands-on experience across banking functions, preparing them for future growth within the organization.

This role supports Commercial Bankers and Lenders within the Colorado Market by assisting with client management, opening and maintaining bank accounts, processing wires, portfolio oversight, and loan servicing. It involves collaborating with various departments to address both internal and external customer needs.

Responsibilities

• Lending Support:
  • Assist customers and Bank Officers with all aspects of lending operations, including loan closings, organizing loan documents, processing loan fundings and payments, handling loan advances, monitoring loan reports, and clearing loan exceptions.
  • Collect financial statements, request appraisals, provide service for client inquiries, and assist with the management of Lenders’ existing portfolio.
  • Submit loan applications to underwriting, pull credit and background checks, serve as a liaison between Lender and Credit Analysis, gather insurance information, and monitor upcoming loan maturities.
• Deposit Support:
  • Aid customers and Bank Officers with deposit-related tasks such as opening new bank accounts, processing wire transfers, completing maintenance forms, handling account transfers, changes, or closures.
  • Assist with online banking, monitor daily overdrafts, order accessory products, and answer inquiries related to customer accounts.
  • Maintain a general understanding of Treasury Management products and retail bank operations.
• Administrative Responsibilities:
  • Support Bank Officers and Lenders by performing administrative duties, including answering phones, general correspondence, covenant monitoring, borrowing base reviews, clearing past dues and exceptions, and monitoring portfolio reports.
  • Maintain asset quality, monitor for fraud, organize and file financial information, and ensure all required paperwork is accurate and complete to maintain compliance and smooth operations.
• Handle other duties and projects, as assigned.

Requirements

• Strong organizational skills and attention to detail.
• Excellent communication, interpersonal, and problem-solving abilities.
• Proficiency in Microsoft Outlook, DocuSign, and other bank software applications.
• Ability to work effectively in a fast-paced, team-oriented environment.

Qualifications

A Bachelor’s degree and two years of related experience is preferred, or an equivalent combination of education and experience.

Pay

Annual Salary Range: $55,000.00 - $85,000.00. This position is nonexempt. Compensation is aligned to experience, skills, and education.

Benefits

• Comprehensive benefits package including medical, dental, and vision coverage.
• Paid holidays, vacation, and sick leave (hours may vary based on position).
• 401(K) plan.