Sr Commercial Banking Admin

Responsibilities

• Responsible for all administrative duties of assigned commercial banking team, including for example SalesForce and nCino support for lending officers, processing loan documentation; clearing exceptions; assist in monitoring tickler files, loan annual reviews, covenant testing, taxes, insurance, and financial documentations; preparing and revising presentation materials; communicating with internal stakeholders, in-house and external legal counsel, clients and third parties to facilitate loan closings and portfolio maintenance; tracking loan covenants; on-line research; facilitating additional banking services for clients; overseeing routing of documents between stakeholders while accurately maintaining electronic and hard copy files.
• Takes on more complex administrative tasks of the commercial banking team, including for example, detailed review of complex loan documents to ensure content is consistent with client and lenders’ expectations.
• Frequently monitors loans in the closing pipeline (SalesForce and nCino); professionally and proactively works with loan officers, clients, in-house and outside legal counsel, the closing department, loan operations, title companies and all other stakeholders to ensure that all loan documentation is accurate and timely and that all closing conditions are met prior to funding; coordinates commercial loan closings with all stakeholders.
• Assists with more specific loan administration duties of the region or vertical, the specifics of which will depend upon area assigned. Depending upon the department to which the Commercial Banking Administrator is assigned, s/he may be responsible for other lending support activities such as SBA lending, 1-4 family constructions loan monitoring, or assisting the Valuation Services Management Department with its ordering and reviewing of commercial real estate appraisals and internal/external evaluations.
• Supports commercial bankers at all levels with individual professional needs, including submitting expense reports; ordering supplies; scanning, copying, and filing documents; submitting requests for charitable donations; submitting invoices for payment; opening mail; maintaining calendars and the like.
• Mentors and develops skills of commercial banking support associates, including more junior Commercial Banking Administrators, loan operations associates, and closing department associates.
• Actively improves processes and suggests innovations within team to enhance internal and external client service.
• Maintains customer confidentiality.
• Stays knowledgeable about applicable company policies and regulations.
• Timely completes company-provided training.

Qualifications

• Strong track record of independently setting and reaching goals, planning, organizing, collaborating, and team building.
• Excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate effectively and professionally under pressure of strict deadlines.
• Highly proficient in standard office equipment, including but not limited to computer, copier, scanner.
• Highly proficient in Microsoft Office suite of products and other standard business applications, such as email system and Intranet applications.

Education & Experience

• Degree or specialized certification in business or related field or equivalent job experience, required.
• Minimum seven years’ experience assisting Commercial Bankers, or similar experience.
• Prior experience utilizing real estate management information tracking software, preferred.

Physical Requirements

• The work environment is typical of a standard office or retail banking setting.
• The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment.
• Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad.
• The ability to decipher a computer screen or written documents is necessary.
• The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required.
• The ability to receive and understand detailed information shared through oral or written communication is required.

Compensation and Benefits

• The Sr Commercial Banking Admin position pay range is $85,000 to $95,000 annually.
• Full-time associates are eligible for our benefits package:
• Medical
• Dental
• Vision
• 401(k) plan
• Company paid life insurance
• Short and Long-term disability insurance
• Company paid vacation, paid leave and holidays