Senior Administrative Assistant - Commercial Lending at Civista Bank in Sandusky, Ohio

Job Description:

Civista Bank

Description:

The Senior Administrative Assistant - Commercial Lending - is responsible for providing support to the Commercial Lender in servicing the existing loan portfolio and with new loan requests. Essential duties include acting as the primary customer service contact for commercial loan customers, assisting in the loan application process through approval, monitoring and updating portfolio reports, and maintaining borrower credit files by collection of financial statements.

Requirements:

Key Accountabilities, Responsibilities and Expectations:

• The Senior Administrative Assistant - Commercial Lending - will assist in implementing and coordinating new policies and procedures as well as assist in the training of new Commercial Lending Administrative Assistants.
• The Senior Administrative Assistant - Commercial Lending - will assist commercial customers with servicing activities such as line of credit draw requests, check requisitions, payments, deposits, wire transfers, and various other inquires. In addition, this individual is responsible for processing construction draw requests which will require ordering inspection reports, title endorsements, collecting lien waivers, and reviewing cost budgets.
• The position provides administrative support to Lenders with new loan applications by preparing loan proposal letters, beginning Loan Presentations, pulling credit bureau and market research reports, and packaging financial information to support loan requests.
• The individual is responsible for monitoring and updating portfolio reports, maturity reports, and exception reports monthly.
• The Senior Administrative Assistant - Commercial Lending - will assist in maintaining borrower credit files by preparing financial request letters, tracking the receipt of tax returns and financial statements, and ensuring they are received by the Operations Department at Howard Drive.
• Loan modifications and extensions are processed through Loan Operations and in some cases require the internal Legal Department for documentation. The Senior Administrative Assistant - Commercial Lending - will work with Operations and/or Legal to order necessary documents for extensions and modifications as well as provide all due diligence requirements to support the approval.
• The position also performs varied administrative duties such as answering phones, faxing, scanning, scheduling, and event coordination.
• The Senior Administrative Assistant - Commercial Lending - will also be cross-trained to assist with the Commercial Lending Loan Closer role as needed.
• All other duties assigned and any activities that support the key accountabilities.

Qualifications, Knowledge and Skills:

• Five or more years' related work experience. College degree preferred.
• Applicants must be detail-oriented and well organized.
• Strong communication skills, both written and verbally, and excellent customer service skills required.
• High level of confidentiality required.
• Interpersonal skills including courtesy, tact, and diplomacy as giving and obtaining information may require some discussion of a sensitive or personal nature.
• Must be able to manage multiple responsibilities simultaneously in a fast-paced environment.
• Excellent PC Skills, including strong proficiency in all Microsoft Office applications.

Physical Requirements:

• Work involves eye strain due to the constant use of computer screens and reading of reports.
• Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
• Work involves lifting and moving files of up to 15 lbs.
• Work involves the ability to read, hear, write, and communicate professionally both in person and via telephone.
• Work involves travel to make customer calls, attend meetings, training, civic functions, and so forth.

EEO - Race/Sex/Disability/Veteran
This Position Description is not a complete statement of all duties and responsibilities comprising this position.
Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.

Equal employment opportunity, including veterans and individuals with disabilities.

PI269737157

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