Job Details

This position is primarily responsible for assisting departmental personnel in all areas of the department and performing various duties in support of the department and administration. The incumbent provides support to portfolio managers, relationship managers and leadership, such as administrative duties, loan and deposit administration, onboarding new personnel, CRM maintenance, reporting, professional customer service and problem resolution. Primary Responsibilities:Loan administration: supports new loan process (appraisal process, credit/property/ UCC reports, doc prep requests, KYC, post-close follow up), supports existing portfolio (maintains credit/documentation/collateral files, processes change requests, assists with collecting client reporting requirements), manages requests sent to credit underwriting and manages account transfer process for team. Deposit administration: works with Treasury Management and branches for new account opening, monitors daily NS - Fs and overdr...Relationship, Relationship Manager, Commercial, Representative, Portfolio Manager, Customer Service, Banking, Business Services