POSITION PURPOSE

Responsible for providing clerical support for commercial lending activities. Types, prepares, and files a variety of documents.

Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to customers.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

Assumes responsibility for the effective performance of assigned clerical, and account processing functions.

Makes transfers for businesses.

Monitors disbursements on construction and development loans.

Types a variety of documents, records, and reports.

Maintains, organizes, and updates business files.

Makes address changes as needed.

Opens, sorts, and distributes mail.

Monitors needs of New Accounts and provides back up as necessary

Assumes responsibility for establishing and maintaining effective business relations with customers.

Assists with questions and problems courteously and promptly.

Obtains and conveys information as needed.

Maintains the Bank's professional reputation.

Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.

Assists, supports, and replaces Commercial Lending personnel as needed.

Obtains and conveys information as needed.

Attends and participates in meetings as required.

Assumes responsibility for related duties as required or assigned.

Assists in preparing loan documents.

Ensures that work area is clean, secure, and well maintained.

Completes special projects as assigned.

PERFORMANCE MEASUREMENTS

Document preparation is accurate, neat, and timely.

Files are current and well organized.

Miscellaneous clerical functions are efficiently and effectively completed.

Professional working relations exist with customers.

Assistance is provided as needed.

Questions are answered courteously and promptly.

Good working relations and communications exist with Bank personnel and with management.

Assistance and support are provided as needed.

Management is appropriately informed.

QUALIFICATIONS

Education / Certification :

High school graduate or equivalent.

Required Knowledge :

Familiarity with business loan programs and service requirements.

Familiarity with general loan documentation helpful.

Experience Required :

Prior experience helpful, particularly in a financial environment.

Skills / Abilities :

Accurate and attentive to detail.

Well organized.

Strong typing abilities.

Ability to assist others.

Able to use computer, adding machine, copy machine, and basic business equipment.

Hours : Monday - Friday 8 : 00 AM - 5 : 00 PM. 40 hours per week.

Last updated : 2024-05-12