Commercial Loan Administrative Assistant

Farmers National Bank of Canfield•Orrville, OH

About The Position

Under the supervision of the Reporting Managers, the Commercial Loan Administrative Assistant supports Relationship Managers throughout the commercial relationship management process. This includes acquiring and closing new loan originations and renewals, portfolio administration, customer service, and working with internal departments and partners to deliver products and services and resolve issues. The role also supports loan documentation and processing, portfolio monitoring, reporting, account maintenance, and administrative operations. Regular, predictable attendance is an essential requirement. The position requires completion of mandatory and elective training, including Bank Secrecy Act (BSA) and anti-money-laundering procedures, and compliance with applicable rules and regulations.

Requirements

High school diploma or General Education degree (GED).
Minimum of three years of administrative support experience in a lending department.
Knowledge of Word, Excel, Internet navigation and research, and Outlook.
Ability to communicate clearly and effectively, both verbally and in writing.

Nice To Haves

Commercial lending concepts and loan documentation experience are preferred.
NMLS certification may be required or obtained upon hire.

Responsibilities

Prepare proposals and commitment letters.
Assist with scheduling appointments and maintaining calendars as requested.
Prepare loan documents using Laser Pro Software or coordinate preparation with outside legal counsel.
File appropriate documents, including mortgages and UCC filings, after signing; process disbursement requests; forward completed loan packages to Commercial Loan Servicing for system booking; and follow up on document and financial exceptions as needed.
Assist with month-end reporting as requested.
Monitor delinquencies and notify the Reporting Manager about accounts expected to be 30 or more days delinquent at month-end.
Monitor daily NSF items.
Assist with loan portfolio reviews.
Assist with delinquency collection, matured loans, and other account maintenance.
Research and resolve customer and branch service issues involving loans or deposits, working with the appropriate Bank areas.
Participate in client calls as appropriate.
Order departmental supplies and support office equipment.
Coordinate orders for appraisals, title work, flood searches, and other tasks as needed.
Monitor the loan maturity forecast report daily.
Complete mandatory and elective training, including BSA and anti-money-laundering procedures, and maintain compliance with applicable rules and regulations.
Maintain regular, predictable attendance.