Commercial Admin Assistant

About the Role

The Commercial Administrative Assistant provides administrative support to commercial lenders, assists in developing SBA applications and loan documents, manages purchased and sold participations, and helps develop and maintain commercial customer relationships while protecting private customer and bank information.

The role supports one or more commercial lenders through loan file maintenance, clerical support, and customer contact, as well as all commercial lenders with SBA activity and participation loans. This is primarily an office-based position with occasional remote work flexibility to support work-life balance.

Responsibilities

• Maintain loan files to meet Loan Review standards, including proper file structure, monitoring client reporting, and ensuring all documentation is in the file.
• Provide clerical support to lenders by preparing documents, comments, letters, and customer contact to gather needed information; input and maintain loan information in systems.
• Assist clients in deepening their relationship with the Bank through direct contact, cross-selling services, and supporting cash management products (e.g., remote deposit setup, ACH, TransFirst Applications, opening/closing business accounts).
• Work with commercial lenders and administrative assistants to set up sold and purchased participation loans.
• Monitor receipt of payments on loan participations and administer roll down on sold participations.
• Assist the Cash Management Officer with ACH, Remote Deposit, and Merchant Processing Products, including running reports, tracking information, file maintenance, and customer support.
• Develop a personal growth plan, including continuing education.

Requirements

• Minimum two years of experience as an administrative assistant, preferably in banking.
• Working knowledge of loan documentation and fundamental banking practices.
• Adaptability to changing circumstances and timelines without frustration.
• Ability to take initiative in finding solutions to problems raised by customers, prospects, and internal staff.
• Strong customer service orientation and effective communication skills.
• Self-starter with strong organizational skills; ability to work under pressure and prioritize effectively.
• Proficiency in composing business letters and using Excel and Word products.
• Fundamental SBA lending knowledge is a plus.
• Continuing education is encouraged.

Benefits

• Competitive benefit package including Medical, Dental, and Vision coverage.
• Health Savings Account contribution.
• Life, Short-Term, and Long-Term Disability insurance.
• 401k with company match.
• Paid Time Off, Paid Holidays, and Paid Medical & Family Leave.
• Employee Assistance Program.
• Casual dress code.

Pay

$50,000.00 - $74,000.00 annually.

Schedule

Full-time, first (day) shift. Primarily on-site with occasional remote work flexibility.