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Special Assets Assistant
2 months ago
Position Overview
This position will support the Bank’s Special Assets Sr. Manager by assisting with various tasks and responsibilities within the Special Assets department. The Specials Assets Assistant will provide courteous customer service to customers both internal and external. This position will also update special assets spreadsheets, various memos, and assist in monitoring the loan portfolio through various reports. The position may be asked to attend customer calls and communicate with the Bank’s legal counsel.
Primary Duties and Responsibilities
- Consistently delivers outstanding client service; providing premiere client satisfaction with a friendly demeanor, can-do attitude, and willingness to help at all times.
- Acts as a cultural ambassador to internal and external clients, providing a professional, exceptional, and supportive experience with each interaction.
- Updates and monitors various special assets spreadsheets and reports.
- Tracks and follows up on monthly charge off payment plans.
- Assists with the Bank’s charge off portfolio.
- Manages the Bank’s Legal Process (levies, garnishments, subpoenas, etc.) as it pertains to Special Assets.
- Manages the various Life Events (death, divorce, etc.) as it pertains to Special Assets.
- Manages the Bank’s past due Visa credit cards.
- Assists with SBA paperwork for defaulted SBA loans.
- Assists with quarterly Special Assets meeting.
- Assists with internal and external audits and examinations.
- Assists with liquidations and managing the Bank’s OREO properties.
- Other tasks as assigned.
This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.
Qualifications
- 1 year of banking experience (front or back office)
- Strong working knowledge with Excel
- Special Assets experience preferred
- Working knowledge with credit and deposits preferred
- Bachelor’s degree in relevant field preferred
Attributes for Success
- Superior communication skills (oral, written, listening) and expresses ideas clearly and credibly
- Fluent in Microsoft Suite Products
- Enjoys working in a collaborative environment
- Adaptive, flexible, and comfortable with evolving and progressive change
Our Way
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators
Benefits
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefits. As a highlight:
- Eligibility for health, dental, vision, life and disability insurance coverages
- Retirement Plan - 401k with matching
- ESOP- Employee Stock Ownership Plan
- Time away from work – vacation time, sick time and holidays
- Paid parental leave
- Tuition Assistance
- Professional development opportunities