The qualified candidate will provide general administrative duties such as executive scheduling, meeting preparation, travel coordination, expense reimbursement, organization, correspondence and phone coverage. In addition, the candidate will assist with loan documentation, portfolio management, exception reporting and all other lending administrative tasks.

Key responsibilities:

• Provide administrative support to the Executive Team Lead(s) and Relationship Managers including but not limited to, manage executive's calendar, independently prepare correspondence, schedule meetings, arrange for travel, answer phones, filing, expense reporting, and other support duties as needed.
• Develop and maintain multiple tracking reports for the department (production, referrals to other units, status monitoring etc.)
• Assist with marketing related activities such as event planning and client tracking.
• Monitor daily work flow and operations.
• Research basic operations banking inquiries such as client balance reports and ongoing deposit inquiry requests for the team.
• Support Relationship Managers with CRM requests for new loans, renewals and new accounts.
• Correspond with customers and interact with Relationship Managers regarding loan details and to collect various documents and financial information.
• Monitor reports (i.e. tickler, past due, exception, coming maturities) and completed credit memos and help coordinate all the necessary documentation.
• Assist in preparation of MLR, LACR and CMOD as needed.
• Data entry and monitoring of the CRM and Decisions.

Position Requirements:

• A minimum of 3-5 years of relevant experience and must be very proficient in the use of today’s workplace technologies (e.g., Microsoft Word, Excel, PowerPoint and Outlook).
• A college degree is preferred.
• Must display and possess strong interpersonal skills and be able to interact with staff and management throughout the Company in a prompt and professional manner.
• The candidate should be able to thrive in a fast paced environment.
• The candidate must have strong initiative, a desire to learn new skills and/or processes quickly.
• Solid written communication skills, and excellent organizational/planning skills.
• High standards of courtesy, performance and respect for confidentiality are essential.
• Ability to handle multiple responsibilities at once and establish priorities.
• Independent judgment is required for appropriate decision making, problem solving and priority setting.
• Consistently demonstrate professional, positive, and approachable attitude/demeanor and discretion, demonstrate sensitivity in handling confidential information, formulate and clearly communicate tasks, deadlines, and expectations to others.

Salary Range: $65,000.00 - $90,000.00.