What are the responsibilities and job description for the Administration Assistant Banking position at Winston Staffing Services?
You will be the operational backbone for the Executive Vice President (EVP) of Commercial Real Estate Lending and their broader team. This role requires a blend of high-level reporting, departmental coordination, and proactive administrative support within a fast-paced lending environment.
Key Responsibilities
Reporting & Data Management
- Weekly CRE Activity: Prepare and distribute the weekly CRE Activity Report.
- Pipeline & Metrics: Coordinate weekly Pipeline Reports and monthly Axiom Reports to track departmental performance.
- Loan Coordination: Review Loan Commitments alongside Loan Officers to ensure accuracy and readiness.
- Documentation: Collect and track weekly correspondence sheets and distribute portfolio/underwriting reports as necessary.
Departmental Operations
- Logistics: Manage departmental time-off schedules via Dayforce and maintain updated Organizational Charts and Employee Directories.
- Financial Processing: Accurately process invoices for payment in a timely manner.
- Supplies & Events: Order office supplies and curate promotional items for broker visits and offsite events.
- Special Projects: Support the EVP with ad-hoc projects and strategic initiatives as needed.
Communication & Outreach
- Inbox Management: Monitor the CRE departmental inbox and handle general customer inquiries professionally.
- Liaison: Act as a central point of contact for internal departments (Accounting, Credit Center, Loan Servicing, Portfolio Management) and external partners (Mortgage Brokers, Bank’s Counsel).
Qualifications & Skills
Requirements
- Education: College degree or equivalent professional experience.
- Technical Proficiency: Mastery of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Collaboration Tools: Experienced in using Microsoft Teams, Zoom, or equivalent virtual meeting platforms.
Core Competencies
- Detail-Oriented: Exceptional organizational skills with a focus on accuracy in reporting.
- Communication: Strong verbal and written communication skills for interacting with executive leadership and external clients.
- Multitasking: Ability to manage multiple priorities and deadlines in a high-volume lending environment.
Internal & External Interactions
- Internal: Executive Administration, Accounting, Professional Banking Group, Credit Center, Loan Servicing, and Portfolio Management.
- External: General Customers, Mortgage Brokers, and Bank’s Legal Counsel.
Salary : $25 - $28