Administrative Assistant

• Obtain information related to the loan origination process which may would include ordering credit reports, appraisals, title reports, UCC searches, environmental reports, insurance information, and various other items.
• Assist Commercial Lenders in the preparation of disbursement worksheets, pipeline updates, prefunding packages, loan documentation check lists, commitment and/or engagement letters and other communications
• Responds to internal and external customer inquiries and resolves customer problems directed to them relating to loans and other services
• Assists Commercial Lenders in funding requests
• Responsible for collecting and tracking of annual financials from customers and updating the small business loan system
• Assists Commercial Lenders in managing past due loans, maturing loans and annual reviews
• Prepares and maintains pipeline reports and other reports as assigned by supervisor or department head
• Performs secretarial tasks which may include preparing expense reports, management reports, and creating tracking logs, etc
• Completes clerical tasks such as filing, photocopying, faxing, and scanning documents as required
• Responsible for customer calls to obtain outstanding materials, ensure relationship is satisfactory, request additional business and schedule appointments for lenders
• Performs other duties as assigned

Education

• High School Diploma or GED

Experience

• 2 years of related work experience
• Experience working in the Commercial lending industry - a plus
• Commercial lending software experience such as decision pro- a plus
• Administrative, secretarial, or clerical experience
• Proficient in MS Office and Excel
• Must be detail oriented and organized
• Must have strong phone communication skills