Business Banking Loan Administrator II

Sunflower Bank NA•Santa Fe, NM

1d•Onsite

About The Position

Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Business Banking Loan Administrator II at our Santa Fe, NM Location. This position performs complex and confidential support to ensure the branch Business Banking Department operations flow smoothly, coordinates and composes commercial customer inquiries and correspondence: prepare and verify completion of applications for credit, order documentation and assists with other loan related functions when appropriate. Support Business Banking Lending Officers by serving as a primary point of contact with customers; gathering necessary loan documentation and assist in facilitating loan requests from initial stages of application through closing. Assist Lending Officers in clearing collateral and documentation exceptions. Assist in various secretarial and administrative support duties. Serve as a liaison between customers and other bank departments to maximize productivity and effectiveness of the Lending Officers. Support the Commercial and Consumer sales staff by assisting with loan closings, communicating with customers and preparing and processing credit applications. Ensure customer satisfaction and retention by effectively handling service transactions and issues. Prepare the proper checklists to order and request the appropriate documentation for loan closings. Exercise a high degree of discretion and initiative in handling all assigned duties, i.e. credit bureau inquiries, loan file setup, notarization, scheduling, compiling financial portfolios, research, incoming telephone calls, mail sorting and distribution and miscellaneous reports. Understand the Bank’s mission, organizational structure, employee handbook, bank security, policies and procedures and standards of conduct. Manage and maintain Pathway calls and Pipeline for assigned Business Banking Officers. Check reports daily for past due accounts and handle accordingly when necessary. Assist Construction Loan Department by acting as primary point of contact and work directly with Borrower and/or General Contractor coordinating monthly construction draws, inspections necessary for funding. Review, manage, coordinate the funding of the construction draw process for loans under $250,000. Maintain contact with Bank vendors for issues or needs of the branch with Facilities. Refer customers or prospective clients to other departments, wealth management, consumer loans, new accounts, etc. Answer phones, taking accurate and complete messages for associates or assisting customers with the inquiry appropriately.

Requirements

High School Diploma or equivalent with some college preferred
Previous administrative and/or banking experience with a minimum of 3-5 years in this type of position
Experience in the use of personal computer software, specifically Excel and Word in a Windows environment
Exceptional communication and organizational skill are required
Must be able to work independently, providing status reports of work in progress
Must be able to relate well with others and build effective business relationships, internally and externally
Maintain confidentiality of internal and external customer information as well as bank systems, etc.
Must be able to work flexible hours

Responsibilities

Support Business Banking Lending Officers by serving as a primary point of contact with customers; gathering necessary loan documentation and assist in facilitating loan requests from initial stages of application through closing
Assist Lending Officers in clearing collateral and documentation exceptions
Assist in various secretarial and administrative support duties
Serve as a liaison between customers and other bank departments to maximize productivity and effectiveness of the Lending Officers
Support the Commercial and Consumer sales staff by assisting with loan closings, communicating with customers and preparing and processing credit applications
Ensure customer satisfaction and retention by effectively handling service transactions and issues
Prepare the proper checklists to order and request the appropriate documentation for loan closings
Exercise a high degree of discretion and initiative in handling all assigned duties, i.e. credit bureau inquiries, loan file setup, notarization, scheduling, compiling financial portfolios, research, incoming telephone calls, mail sorting and distribution and miscellaneous reports
Understand the Bank’s mission, organizational structure, employee handbook, bank security, policies and procedures and standards of conduct
Manage and maintain Pathway calls and Pipeline for assigned Business Banking Officers
Check reports daily for past due accounts and handle accordingly when necessary
Assist Construction Loan Department by acting as primary point of contact and work directly with Borrower and/or General Contractor coordinating monthly construction draws, inspections necessary for funding
Review, manage, coordinate the funding of the construction draw process for loans under $250,000
Maintain contact with Bank vendors for issues or needs of the branch with Facilities
Refer customers or prospective clients to other departments, wealth management, consumer loans, new accounts, etc.
Answer phones, taking accurate and complete messages for associates or assisting customers with the inquiry appropriately