Administrative Assistant – Special Assets - Univest Financial Corporation

Univest Financial Corporation (UVSP), has approximately $8.2 billion in assets and $5.3 billion in assets under management and supervision (as of September 30, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed to Local giving program is one of the things that differentiates us. In 2023, Univest donated $2.4 million to our local nonprofits and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity.  We seek career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs-based financial solutions in the communities we serve.

We're hiring an Administrative Assistant to join our Special Assets Team.

Adminitrative support for Department lead and/or team members

Customer Service & Support:

• Deposit and loan account support (Account research, loan advances, transfers, stop payments, etc.)
• NSF/Overdraft management & reporting
• Assist in the coordination of meetings and loan closings
• Post loan closing customer follow up (If necessary)

Commercial Loan Support:

• Scanning and tracking financial information, loan documents and exceptions in the Bank’s systems (Synergy, LQAS, Etc.)
• Order appraisals and environmental reports
• Order searches (Real estate, flood, UCC, credit reports, etc.)
• Order loan documents, review, and organize for loan closing
• Notarize documents
• Book loans including any loan advances and GL entries
• Reg B small business adverse action notices

Ongoing Administrative Support:

• Generation and distribution of department production and portfolio administration reports
• Prepare and process accrual and charge offs forms.
• Prepare outgoing default letters and send certified and regular mail.
• Ordering and maintaining department supplies
• Cash Management support (including merchant services)
• Department board reports (Loan Loss Reserve, Asset Quality Review etc.)
• Special projects and additional duties as required.

Responsible for compliance with laws and regulations that apply to this position including Univest Code of Conduct

Responsible for Special Projects as requested

Perform additional duties as required.

Strong administrative skills, including organizational abilities

3-5 Years Administrative/clerical experience preferred

Microsoft Office Proficient

Familiarity with various operating systems

Ability to deal with pressure, prioritize work, and apply problem-solving skills

Ability to work independently and within guidelines and procedures

Strong ability to communicate in a professional manner with internal employees and external customers

High school diploma/GED required, college degree preferred

Professional attitude and willingness to work together with a team towards common goals

Wage Range:

The hourly rate for this position ranges from $20.00 to $30.00                                                                                                                                       

Benefits Overview:

Univest offers a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage Retirement Plan: A 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): a minimum of 15 days annually (prorated your first year)
• Short Term Disability: 10 days annually Holiday Time Off: 11 paid holidays
• Commissions: paid quarterly based on individual and team production
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: fitness club and fitness tracker discounts, no-cost Calm app and yoga classes
• Discounts: on loan products
• Professional development trainings

Click here for Benefit Information

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An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.