Education Required: High School Diploma
Department: Private Banking Admin
Experience Required: 3 - 5 Years
Job ID: 10068
Hours of Work: Generally M-F- 8-5
Employment Type: Full-Time Regular
Provides support to Private Bank by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties include, but are not limited to:
Assist Private Bank customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan fundings, ordering title reposts, UCC filings, and various inquires.
Assist Private Bank customers with deposit related activities, such as but not limited to: opening of new accounts, wire transfers, account transfers, exception item processing, and various inquires.
Assist Private Bankers with administrative responsibilities, such as but not limited to: phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information.
Prepare various monthly activity monitoring reports.
Interaction with customers and bank officers to collect various documents and financial information as reflected as exceptions.
Other duties and projects as assigned.
Minimum of three years of loan processing or loan servicing experience in a similar financial environment; Previous experience working in Private Banking strongly preferred. High school diploma or equivalent required with some college business course preferred; Bachelor Degree desired; Excellent customer service skills; general knowledge of bank processes; excellent written and oral communication skills; excellent PC skills; working knowledge of commercial loan documentation.
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.