Business Development Administrative Assistant

HEBRON SAVINGS BANK • Fruitland, MD

2d

About The Position

The business development administrative assistant is responsible for supporting the organization’s business development team with lead generation, appointment setting, follow-up, and monitoring of all matters related to business development support for prospects and clients. The role is both project-oriented and administrative in nature, supporting the Business Development Officers' priorities in planning, directing and coordinating of key projects to ensure sales goals are on-target and objectives accomplished. This individual will ensure prospect priorities are appropriately and timely handled and provide essential support services as requested by the Business Development Officers as needed.

Requirements

• Detail Oriented
• Established keyboard and calculator skills
• Proven ability to successfully prioritize workload
• Highly motivated self-starter
• Accepts responsibility eagerly
• Ability to learn at a fast pace

Responsibilities

• Assemble loan paperwork and forward it to Loan Department
• Manage loan approval follow-up/faxes
• New loan input on the LoanVantage system
• Research and respond to any loan audit findings
• Process draw requests and line advances
• Settlement coordination and facilitation
• Obtaining settlement checks
• Resolving loan documentation
• Scheduling
• Maintain lender credit files
• Annually update and renew lines of credit information for lender review and approvals
• Assist loan officers with administrative requests and clerical duties
• Rate inquiries
• Bill payment inquiries
• Payment inquiries
• Basic loan questions
• Have detailed knowledge of loan documentation
• Assist with collecting documentation and processing of commercial loans- checklist, doc sheets, GEO codes, NAICS codes, etc.
• Assist in the production of documents on new, extensions, modifications, and renewals of loans
• Assist pre-closing/closing tasks
• Organizing loans for customer signature and loan processing
• Review loans for documentation errors before closing
• Set up loan files, collect and review documents
• Manage loan documentation follow-up
• Collateral file maintenance, completion, and problem resolution
• Insurance; initial documentation for settlement preparation
• Communicate effectively with customers, real estate agents, insurance agents, and attorneys related to loan – face-to-face interaction, written correspondence, telephone, as well as e-mail contact
• Request title work from the attorney
• Request insurance from insurance agents
• Addressing client issues – loan/account questions, account questions, researching and resolving problems identified by customers
• Pull credit reports on customers if needed
• Pull MS Secretary of State pages, flood certificates, car fax reports
• Prepare loan origination tickets, payment tickets, wire transfers, and account transfers
• Prepare relationship summary on customers
• Prepare file maintenance requests on loans
• Work portfolios on an ongoing basis for financial statements/tax returns exceptions
• Print past due, exceptions, and future maturity reports for officers
• Notarizing documents
• Must have strong attention to detail and the ability to multi-task
• Strong communication, time management, and organizational skills
• Must be able to prioritize tasks and work initiative
• Ability to maintain confidentiality
• Actively participate in community service activities and/or volunteer to promote our mission, generate visibility, and serve our local community.
• Maintains comprehensive knowledge of bank policies and procedures, including BSA.
• Other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed