Commercial Loan Administrative Associate

Tompkins Community Bank•City of Ithaca, NY

5d•$22 - $27

About The Position

Responsible for performing a variety of administrative duties to assist the Senior Officers and Commercial Lending Officers in the area of responsibility. Performs specialized and/or confidential administrative duties related to all the above areas of responsibility. Responsible for completion of related projects.

Requirements

High school diploma or GED equivalent.
Minimum of three (3) years’ experience in related positions or comparable continuing education coursework.
Proficient interpersonal and communication skills.
Proficient organization and prioritization skills.
Proficient composition and proofreading skills.
Proficient Microsoft Office and Data Management skills (Word, Excel, Lotus Notes).

Responsibilities

Coordinate loan closings, and ensure that all necessary fees are collected and documents are obtained. When necessary, close loan transactions or attend commercial real estate closings.
Submit loan documents to Commercial Loan Servicing along with necessary supporting information to ensure accurate and adequate booking of loan(s) to the company’s core operating system.
Receive visitors; direct customers to the proper person or assist them personally by obtaining information, arranging appointments, or referring them to appropriate individual. Place telephone calls to assist officers as needed.
Assist with answering telephone calls; takes messages and utilizes the current banking core information system to answer internal and external questions.
Assist with sorting of mail; evaluate and route as necessary.
Draft, proofread and distribute communications such as standard letters/memos within scope of authority or in officers’ absence. Responsible for meeting minutes and agendas.
Compile data and prepare operational or departmental reports (i.e. Business Development, Board of Directors and Credit Committee); copy and distribute.
Work with Lending Officers on revisions and maintenance of the Loan Policy Manual.
Organize and maintain records, files, documents, correspondence, forms, reports and other related information, often of a confidential nature. Keeps record of file declinations.
May assist officers with their community, professional and activity material.
Order departmental supplies and purchasing.
Maintain officer appointment calendars in Outlook as needed; assist officers with scheduling/arranging: meetings, telephone seminars, business luncheons, conferences, business development functions, etc.
Make travel and hotel reservations as directed.
Provides assistance to lenders and staff as needed.
Process miscellaneous ‘department’ expenses, makes arrangements for dept. birthdays, and updates departmental phone listings.
Follows through on special projects, assignments involving research and analysis.
Acts as a liaison between Senior Officers and staff.
Perform other related duties as assigned or directed.