About this role
Overview
The responsibilities of this job are to assist two or more Real Estate Commercial Lenders in day-to-day relationship management tasks to ensure overall department goals are met and contribute positively to the department’s cohesiveness and spirit of cooperation.
Responsibilities
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Provide administrative support for the department.
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Work closely with Portfolio Managers & CRE Loan Specialist in gathering information to open new deposit accounts, including Beneficial Ownership Certification information.
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Order credit reports.
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Disburse loan advances and process payments.
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Collect and review documentation for accuracy and compliance prior to submission for processing.
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Interface with other departments including branch personnel, Loan Operations, Wire Transfer, Treasury Services, Mail Distribution, Trust, Compliance, the Legal Department and Closing Attorney’s.
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Assisting customers with general banking functions (post close) as needed including transferring funds, wires, and balancing checking accounts.
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Provide excellent customer service to all clients, internally and externally.
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Associates are expected to perform all additional duties as assigned.
Qualifications
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High School Diploma or GED
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1 year Retail or other banking experience.
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Knowledge of opening deposit accounts
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Knowledge of payment processing
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Due to the critical element of customer exposure, the preferred associate must demonstrate excellent customer service ability in addition to each of the following:
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Excellent interpersonal skills
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Organizational skills
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Effective communication skills(verbal and written)
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Good time management skills
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MUST be able to exercise confidentiality with sensitive information.
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Basic Microsoft Word, Excel, and Outlook skills
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MUST be able to exercise confidentiality with sensitive information
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Commercial lending experience preferred
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FIS preferred
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Physical Requirements & Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse requiring hand and wrist manipulation, while viewing computer screens.
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Disclaimer: Management retains the right to add, delete or modify the responsibilities and qualifications of the position at any time.
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