Sr Commercial Banking Administrator

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 stake holders, 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 stake holders 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.
• 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.
• Completes monthly training in a timely manner to ensure knowledge of bank regulatory requirements, policies, and procedures.

Qualifications

• Detail-oriented, organized, willing to take on both basic and complex administrative assignments, and a stellar communicator in all media.