Commercial Loan Administrative Associate

Responsibilities

• Cook up loan closings and make sure all necessary fees are paid and documents are ready.
• Handle loan transactions or attend commercial real estate closings when needed.
• Submit loan documents to Commercial Loan Servicing with necessary supporting info to book loans accurately.
• Answer visitors and direct them to the right person or help them directly by gathering info, setting up appointments, or referring them.
• Tackle phone calls to assist officers as required.
• Take messages and use the bank’s core information system to answer both internal and external inquiries.
• Sort and route mail as necessary.
• Draft, proofread, and distribute communications like standard letters/memos within scope of authority or in officers' absence.
• Prepare and distribute operational or departmental reports (like Business Development, Board of Directors, and Credit Committee).
• Order departmental supplies and handle purchasing.
• Keep officer appointment calendars in Outlook as needed; arrange meetings, seminars, luncheons, conferences, business development functions, etc.
• Make travel and hotel reservations as directed.
• Support lenders and staff with miscellaneous tasks, including processing expenses, organizing birthdays, updating phone listings, and following through on special projects.
• Act as a liaison between Senior Officers and staff.

Qualifications

• High school diploma or GED equivalent.
• Minimum of three (3) years’ experience in related positions or comparable continuing education coursework.
• Proficient interpersonal and communication skills.
• Proficient organization and prioritization skills.
• Proficient composition and proofreading skills.
• Proficient in Microsoft Office and Data Management skills (Word, Excel, Lotus Notes).