Associate Commercial Banking Administrator - Dickinson Financial Corporation
Kansas City, MO
About the Job
Summary :
Dickinson Financial Corporation and its affiliated banks—Academy Bank, N.A. and Armed Forces Bank, N.A.—are in growth mode and rely on experienced commercial banking professionals to reach our growth objective. The Associate Commercial Banking Administrator is responsible for efficient and orderly administrative functions of the assigned commercial banking team. The Associate Commercial Banking Administrator’s primary role is understanding all associate responsibilities and client needs and will learn how to anticipate and provide timely administrative support at an executive level. A successful Associate Commercial Banking Administrator is detail-oriented, organized, willing to take on administrative assignments with increasing complexity over time, and a stellar communicator in all media.
Principal Accountabilities :
+ With oversight, responsible for all administrative duties of assigned commercial banking team, including, but not limited to, SalesForce and nCino support for lending officers; processing loan documentation; clearing exceptions; assist in monitoring tickler files, loan annual reviews, taxes, insurance, and financial documentations; preparing and revising presentation materials; communicating with internal stake holders, in-house and external legal counsel, clients and third parties to facilitate loan closings and portfolio maintenance; tracking loan covenants; on-line research; facilitating additional banking services for clients; overseeing routing of documents between stakeholders while accurately maintaining electronic and hard copy files.
+ Frequently monitors loans in the closing pipeline (SalesForce and nCino); professionally and proactively works with loan officers, clients, in-house and outside legal counsel, the closing department, loan operations, title companies and all other stake holders to ensure that all loan documentation is accurate, timely, and that all closing conditions are met prior to funding; coordinates commercial loan closings with all stakeholders.
+ Assists with more specific loan administration duties of the region or vertical, the specifics of which will depend upon area assigned. Depending upon the department to which the Commercial Banking Administrator is assigned, they may be responsible for other lending support activities such as SBA lending, 1-4 family constructions loan monitoring, or assisting the Valuation Services Management Department with its ordering and reviewing of commercial real estate appraisals and internal/external evaluations.
+ Supports commercial bankers at all levels with individual professional needs, including submitting expense reports; ordering supplies; scanning, copying, and filing documents; submitting requests for charitable donations; submitting invoices for payment; opening mail; maintaining calendars and the like.
+ Stays knowledgeable about applicable company policies and regulations.
+ Timely completes company-provided training.
+ Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business.
+ Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success.
+ Maintains client information in complete confidence.
+ Completes other specified duties as assigned.
+ Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.
Minimum Qualifications:
+ High School diploma, GED, or equivalent required; Associate degree preferred.
+ Minimum one-year experience assisting Commercial Bankers, or similar experience.
+ General real estate knowledge in an administrative support or similar role preferred.
+ Strong track record of independently setting and reaching goals, planning, organizing, collaborating, and team building.
+ Excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate effectively and professionally under pressure of strict deadlines.
+ Highly proficient in standard office equipment, including but not limited to computer, copier, scanner.
+ Highly proficient in Microsoft Office suite of products and other standard business applications, such as email system and Intranet applications.
+ Previous experience with SalesForce and nCino preferred.
+ Ability to travel within the local market up to 10%.
Physical Requirements:
The work environment is typical of a standard office or retail banking setting. The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. If associate works in our hybrid work program, lifting of about 5 lbs. (laptop) is required twice daily.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment [and affirmative action] opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability. If you need an accommodation for any part of the employment process, please e-mail humanresources@dfckc.com.
Dickinson Financial Corporation and its affiliated banks—Academy Bank, N.A. and Armed Forces Bank, N.A.—are in growth mode and rely on experienced commercial banking professionals to reach our growth objective. The Associate Commercial Banking Administrator is responsible for efficient and orderly administrative functions of the assigned commercial banking team. The Associate Commercial Banking Administrator’s primary role is understanding all associate responsibilities and client needs and will learn how to anticipate and provide timely administrative support at an executive level. A successful Associate Commercial Banking Administrator is detail-oriented, organized, willing to take on administrative assignments with increasing complexity over time, and a stellar communicator in all media.
Principal Accountabilities :
+ With oversight, responsible for all administrative duties of assigned commercial banking team, including, but not limited to, SalesForce and nCino support for lending officers; processing loan documentation; clearing exceptions; assist in monitoring tickler files, loan annual reviews, taxes, insurance, and financial documentations; preparing and revising presentation materials; communicating with internal stake holders, in-house and external legal counsel, clients and third parties to facilitate loan closings and portfolio maintenance; tracking loan covenants; on-line research; facilitating additional banking services for clients; overseeing routing of documents between stakeholders while accurately maintaining electronic and hard copy files.
+ Frequently monitors loans in the closing pipeline (SalesForce and nCino); professionally and proactively works with loan officers, clients, in-house and outside legal counsel, the closing department, loan operations, title companies and all other stake holders to ensure that all loan documentation is accurate, timely, and that all closing conditions are met prior to funding; coordinates commercial loan closings with all stakeholders.
+ Assists with more specific loan administration duties of the region or vertical, the specifics of which will depend upon area assigned. Depending upon the department to which the Commercial Banking Administrator is assigned, they may be responsible for other lending support activities such as SBA lending, 1-4 family constructions loan monitoring, or assisting the Valuation Services Management Department with its ordering and reviewing of commercial real estate appraisals and internal/external evaluations.
+ Supports commercial bankers at all levels with individual professional needs, including submitting expense reports; ordering supplies; scanning, copying, and filing documents; submitting requests for charitable donations; submitting invoices for payment; opening mail; maintaining calendars and the like.
+ Stays knowledgeable about applicable company policies and regulations.
+ Timely completes company-provided training.
+ Ensure work premises constitutes a safe work environment that promotes positive bank image, including regular inspection for and remediation of any hazardous conditions; regular maintenance and cleaning of premises; adherence to all posting requirements in jurisdiction, including human resources and compliance postings; and provision of comfortable and appropriate space for associates to conduct banking business.
+ Understands, embodies, communicates, and instills corporate initiatives and vision, including the six Pillars of Success.
+ Maintains client information in complete confidence.
+ Completes other specified duties as assigned.
+ Regular attendance required, working at the assigned worksite, or assigned remote location during regular business hours and/or assigned hours.
Minimum Qualifications:
+ High School diploma, GED, or equivalent required; Associate degree preferred.
+ Minimum one-year experience assisting Commercial Bankers, or similar experience.
+ General real estate knowledge in an administrative support or similar role preferred.
+ Strong track record of independently setting and reaching goals, planning, organizing, collaborating, and team building.
+ Excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate effectively and professionally under pressure of strict deadlines.
+ Highly proficient in standard office equipment, including but not limited to computer, copier, scanner.
+ Highly proficient in Microsoft Office suite of products and other standard business applications, such as email system and Intranet applications.
+ Previous experience with SalesForce and nCino preferred.
+ Ability to travel within the local market up to 10%.
Physical Requirements:
The work environment is typical of a standard office or retail banking setting. The position is sedentary, involving sitting most of the workday; however, the position will involve moving about the workspace to reach entrances/exits, restrooms, conference rooms, or other areas within the work environment. Reaching may be required involving the ability to move arms in any direction. Office equipment, such as a computer and telephone, will be used requiring the ability to manipulate a keyboard, mouse, and/or keypad. The ability to decipher a computer screen or written documents is necessary. The ability to express or exchange ideas; impart information to clients, coworkers, or the public; or to convey detailed or important instructions; is required. The ability to receive and understand detailed information shared through oral or written communication is required. If associate works in our hybrid work program, lifting of about 5 lbs. (laptop) is required twice daily.
Equal Opportunity Employer/Disabled/Veterans
Academy Bank and Armed Forces Bank provides equal employment [and affirmative action] opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability. If you need an accommodation for any part of the employment process, please e-mail humanresources@dfckc.com.
Source : Dickinson Financial Corporation