Construction Management Assistant

Enterprise Bank & Trust•Santa Fe, NM

About The Position

The Construction Management Assistant (CMA) processes internal consumer residential and commercial construction draws across the bank and assists customers with issues related to construction draws and other file matters. The role requires an understanding of lending policies, requirements, and regulations. The CMA may occasionally conduct on-site inspections, travel to branch offices to provide customer-service coverage, and attend bank networking functions to represent the department.

Requirements

High school diploma or equivalent.
Ability to perform occasional on-site inspections.
Excellent verbal and written communication skills, including the ability to deal tactfully and professionally with customers, associates, senior management, auditors, and regulators.
Good organizational skills, accuracy, and attention to detail.
Effective time management and ability to work independently in a team environment.
Ability to work in a high-volume, fast-paced environment.
Ability to handle sensitive information confidentially and professionally.
Valid driver’s license and ability to travel to branch offices as needed.
Proficiency operating a personal computer, including Microsoft Word and Excel.

Nice To Haves

Knowledge of or experience with construction or real estate.
AccuDraw experience.
Salesforce experience.

Responsibilities

Assist customers with preparing new and existing draw requests.
Order inspections from third-party inspectors.
Order down-date endorsements from title companies.
Review invoices and other documentation supporting draw requests.
Communicate issues to the Construction Management Supervisor for resolution.
Review, understand, and communicate issues regarding loan draw accuracy and corrections.
Initiate internal transfer requests and other miscellaneous advances.
Monitor and manage Builder’s Risk ticklers for specified construction projects.
Work with the Construction Management Supervisor to ensure Builder’s Risk insurance policies are in place before vertical construction begins.
Monitor and manage the approved contractor list.
Perform other duties as required.