Loan Administrative Assistant I

Essential Functions

• Aids Commercial Relationship Managers in gathering and preparing pre-closing documents and communications.
• Coordinates and manages the collection and completion of documentation for loan closings and funding.
• Manages past due and maturing loans, reviews and prepares draw requests, and processes them for approval.
• Maintains the loan portfolio of Commercial Relationship Managers to ensure collateral exceptions are cleared and financial reporting requirements are met.
• Supports Commercial Relationship Managers with customer inquiries, assists with service requests, and facilitates customer transactions.
• Performs administrative tasks as assigned.
• Maintains confidentiality of sensitive bank information.
• Provides enthusiastic, professional, and courteous service to customers and employees.
• Participates in team efforts to achieve departmental and company goals.
• Complies with all applicable laws and regulations, including BSA and related anti-money laundering laws.

Additional Functions

• Operates within division or department policy guidelines using independent judgment.
• Complies with all safety policies, practices, and procedures.
• Performs additional duties as assigned or directed.

Required Education/Experience

• High School diploma or GED.
• One to three months related experience and/or training, or equivalent combination of education and experience.

Necessary Skills

• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write information and respond to questions from groups of managers, clients, customers, and the general public.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts of basic algebra and geometry.
• Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
• Ability to deal with problems involving several concrete variables in standardized situations.
• Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.
• Prioritize, organize, and delegate assignments.

Physical Activity/Dexterity

• Manual dexterity sufficient to reach/handle items and work with fingers.
• Works with fingers and perceives attributes of objects and materials.

Physical Environment Demands

• Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
• Moderate noise (e.g., business office with computers and printers, light traffic).

Working Conditions/Environment

• Stationary position 90% of the time.
• Frequent communication with others throughout the day.
• Constantly operates a computer and other office productivity machinery.

Work Schedule/Hours

• Monday through Friday; 8:00am – 5:00pm.
• Available for overtime, as needed.