Administrative Assistant - Credit

BANK OF MARIN•Novato, CA

37d•$29 - $39

About The Position

Bank of Marin, voted by our employees as one of the Best Places to Work by the North Bay Business Journal 14 consecutive years, is seeking an Administrative Assistant – Credit to join our Credit Risk Management team in Novato. In this team-oriented role, the Administrative Assistant – Credit provides administrative and operational support to Credit Administration by assisting with loan reporting, credit management functions, information gathering, and departmental coordination.

Requirements

Familiarity with bank systems such as FIS, loan and deposit systems, and loan origination platforms.
Proficiency in Microsoft Excel and Word.
Ability to work independently on small- to medium-sized loan-related projects.
Strong attention to detail, organization, and time management skills.
Effective written and verbal communication skills.
Demonstrated team-oriented mindset with a positive, professional attitude.
Ability to present a professional appearance and demeanor with internal and external contacts.
2–4 years of related experience and/or training preferred.
Associate’s degree (A.A.) from a two-year college or technical school, or an equivalent combination of education and experience.

Responsibilities

Retrieve and distribute daily and weekly loan department reports, including overdrafts and past-due loans.
Retrieve monthly loan department reports for Board reporting purposes (e.g., loan production, maturing loans).
Generate and distribute weekly and monthly rate change reports to Loan Operations and Systems Services.
Receive and process commercial loan approvals, ensure required approval signatures are obtained, image documents to the Bank’s digital credit file system, and maintain loan approval logs.
Schedule and record minutes for weekly Internal Loan Committee meetings.
Prepare agendas and schedule quarterly problem loan meetings.
Coordinate completion of quarterly problem loan reports and circulate documents for final signatures.
Assist the Chief Credit Officer and Credit Administration Officers with projects as assigned.
Support Annual Real Estate Reviews, including coordinating vendor site visits and preparing reports.
Support audits and loan examinations by retrieving credit files, legal files, loan histories, and related documentation for auditors and examiners.
Assist with tickler updates and covenant compliance reporting.
Distribute communications to the Commercial Banking Department and/or Credit Risk Management team as directed.
Interact with internal departments including Commercial Lending, Construction Lending, Consumer Lending, Accounting, Compliance, and others as needed.
Work with Accounts Payable to process vendor invoices for the department.