Administrative Assistant - Commercial Lending

Civista Bank • Beachwood, OH

48m

About The Position

The Commercial Lending Administrative Assistant is responsible for providing support to the Commercial Lender in servicing of the existing loan portfolio and with new loan requests. Essential duties include acting as the primary customer service contact for commercial loan customers, assisting in the loan application process through approval, monitoring and updating portfolio reports, and maintaining borrower credit files by collection of financial statements.

Requirements

• Minimum high school diploma with related work experience.
• Must be detail-oriented and well organized.
• Strong communication skills, both written and verbally, and excellent customer service skills required.
• High level of confidentiality required.
• Interpersonal skills including courtesy, tact, and diplomacy as giving and obtaining information may require some discussion of a sensitive or personal nature.
• Must be able to manage multiple responsibilities simultaneously in a fast-paced environment.
• Excellent PC Skills, including strong proficiency in all Microsoft Office applications.
• Ability to read and understand basic financial statements and tax returns.

Nice To Haves

• College degree preferred.

Responsibilities

• Assist commercial customers with servicing activities such as line of credit draw requests, check requisitions, payments, deposits, wire transfers, and other various inquiries.
• Process construction draw requests which will require ordering inspection reports, title endorsements, collecting lien waivers, and reviewing cost budgets.
• Provide administrative support to Lenders with new loan applications by preparing loan proposal letters, beginning Loan Presentations, pulling credit bureau and market research reports, packaging financial information to support loan requests and some commercial loan processing.
• Monitor and update portfolio reports, maturity reports, and exception reports on a monthly basis.
• Assist in maintaining borrower credit files by preparing financial request letters, tracking the receipt of tax returns and financial statements, and ensuring they are received by the Operations Department at Howard Drive.
• Work with Operations and/or Legal to order necessary documents for extensions and modifications as well as provide all due diligence requirements to support the approval.
• Perform varied administrative duties such as answering phones, faxing, scanning, scheduling, and event coordination.
• Cross-train to assist the Commercial Lending Loan Closer as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED