Commercial Loan Portfolio Administrative Assistant

East Cambridge Savings BankCambridge, MA
Onsite

About The Position

Under the direction of the Senior Vice President – Senior Commercial Banking Officer, provides administrative support to Commercial Lending Officers in connection with the commercial loan function.

Requirements

  • Bachelor’s degree in Business/Finance or 3 years’ experience in a Commercial Lending support function.
  • Working knowledge of the commercial lending process from application to execution of documents.
  • Excellent organizational, analytical and problem-solving skills.
  • Strong interpersonal, verbal and written communication skills.
  • Proficient in Microsoft Word and Excel.
  • Ability to perform a variety of tasks simultaneously while adhering to guidelines.

Responsibilities

  • Acts as Administrative Assistant for the Division and/or Department Head as needed.
  • Prepares necessary correspondence related to division, schedules meetings, and manages related records.
  • Coordinates and processes related paperwork to maintain efficient workflow.
  • Coordinates collection and review of all financial statements, tax returns, rent rolls, loan document exceptions, and other documents as required by annual reporting requirements.
  • Supports the information collection for annual customer reviews on designated accounts.
  • Assists with preparation of loan modification memos and servicing action requests for approval.
  • Participates in sales calls with Commercial Lending Team and identifies possible cross-sell opportunities.
  • Performs site visits as needed.
  • Assists with resolving complex customer problems providing superior customer service.
  • Responds to customer requests, researches discrepancies, and resolves issues.
  • Contacts attorneys, appraisers, insurance companies and other applicable parties for miscellaneous information and documentation.
  • Assists commercial lenders implement relationship building strategies and assists in managing established and new relationships ensuring customer satisfaction.
  • May participate in community activities to help expand business relationships.
  • Maintains accuracy of the pipeline information within the loan origination system.
  • Monitors the commercial lending pipeline for team.
  • Responsible for the creation of various lending activity and status reports for management as needed.
  • Complies with federal and state laws and regulations, policies, and procedures related to commercial lending.
  • Recommends process improvements to management.
  • Assists in gathering information requested by regulatory agencies and external or internal auditors for all lending exams.
  • Keeps abreast of commercial loan products.
  • Provides information on business products and services to prospects and customers to identify and respond to opportunities to cross-sell.
  • Prepares and organizes required correspondence and processes invoices for payment.
  • Keeps abreast of all federal, state, and local laws and regulations, polices, and procedures governing Commercial Lending.
  • Attends training as needed.
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