Commercial Lending Administrative Assistant

General Duties And Responsibilities

• Aid commercial customers with loan and deposit account needs.
• Identify and address customer concerns, collaborating with other bank departments to ensure customer satisfaction.
• Act as a bridge between Relationship Managers, Credit, Loan Documentation, and other internal support teams.
• Verify fund availability and handle disbursement requests for advances or pay-downs under lines of credit and/or commitments, including construction draw requests.
• Review and process document files before and after settlement.
• Support Relationship Managers with daily overdraft reports and make decisions.
• Assist Relationship Managers with collecting and monitoring loan payments from the monthly delinquency report.
• Help Relationship Managers identify and correct pending items from the Pending report.
• Facilitate efficient workflow and organization of Relationship Manager's commercial loan portfolio, including updating CRM software and coordinating loan closings.
• Weekly update Credit Department on the status of approved committee loans.
• Quarterly prepare SAC reports, including loans, deposits, credit, and collateral analysis.
• Prepare outgoing correspondence as needed for Relationship Managers.
• Support Loan Documentation Department by preparing Commercial Loan Documents as necessary.
• Process and monitor Participation/SNC loans.
• Prepare monthly Sales Reports.
• Complete assigned compliance training promptly and demonstrate the ability to apply training to duties and responsibilities.
• Perform other job-related duties as required.

Required Training, Experience And Education

• Interpersonal skills to represent the Bank positively in interactions with both internal and external customers.
• Proficiency in various computer applications, including Microsoft Word and Excel.
• Experience in commercial loan and/or customer service roles.
• Strong organizational and time management skills.
• Strong oral and written communication skills.
• Strong mathematical skills.
• Ability to solve problems and work independently, except for complex situations.
• High school diploma plus four years of banking experience or equivalent education.

Preferred Training, Experience And Education

• Previous documentation experience.
• Previous administrative assistant experience.
• Pennsylvania Notary Public certification.