Commercial Lending Relationship Assistant - Emerson Group

Our financial industry client located in Malvern is looking for an admin and customer support in their commercial and industrial lending area. This is a direct hire position and the work is in office.

Schedule M-F (8-5 with an hour lunch - Flexible)
Salary $60,000 to $72,000
Dress Code Business Casual - Elevated
Full Benefits package Available

Position Summary:

Responsible for providing direct support to the Commercial & Industrial Lending unit for the customer service and processing of loan and deposit products through the entire customer life cycle; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Qualifications Required:

• Bachelor's degree in Finance or related field; or equivalent work experience
• Knowledge of banking systems including primary database and online systems
• Minimum of 3 years experience in a commercial lending environment in banking (not mortgage)
• Strong computer skills (MS Office, etc.)
• High degree of attention to detail and ability to multitask/prioritize
• Flexible approach to new assignments
• Notary Public (or the ability/desire to become one)

Essential functions and responsibilities:

• Valid Driver's License
• Provides service support to 3-5 commercial loan officers by assisting with all client servicing needs
• Performs diverse, advanced and confidential administrative support functions
• Services internal/external customers with superior customer service including answering customer queries and completing administrative work to process loan/deposit requests
• Support the sales process and development prospecting of Relationship Managers including managing prospect lists and organizational tasks
• Performs insurance due diligence/reviews for C&I Loans
• Ensures compliance to government regulations and bank policies and procedures
• Provides external customer support for inbound servicing inquiries related to any of the client's accounts
• Assists document prep unit around loan closings and related documentation activities
• Facilitates and occasionally attends loan closings. Performs role of backup relationship manager.
• Works closely with the Information Manager to update and populate the tickler system
• Facilitate and administers internal processes around loan administration such as financial information gathering, and other tickler system maintenance
• Demonstrates and promotes the Bank's Core Values
• Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
• Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
• Communicates with management and coworkers in order to integrate goals and activities
• Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.

Job Competencies:

• Organizational and time management skills
• Ability to work with little or no supervision
• Advanced administrative and analytical skills
• Excellent interpersonal and communication skills
• Timely and regular attendance
• Completes work in a timely manner
• Actively seek coaching
• Ability to work as part of a team in a fast-paced work environment