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Commercial Administrative Assistant
2 months ago
Commercial Administrative Assistant I
- Greet customers and prospects who enter the office, providing information and prompt solutions as
necessary. - Answer telephone to respond to inquires and ensures prompt response and problem resolution
concerning client relationship activities and operations; may refer calls to appropriate person. - Receive and process incoming customer requests for advances, pay downs, transfers and wires.
Within assigned scope of authority and within terms of lending limits the incumbent will advance for
overdrafts, assist with credit extensions and draws on credit facilities. - In some offices, offer depository and cash management products as appropriate; refer client to other
product specialists as needed. May generate some routine consumer loans incidental to commercial
relationships. - Maintain current knowledge of commercial account products and procedures to resolve problems and
answer questions from clients - Type, assemble and distribute written materials such as forms, correspondence, invoices, reports and
schedules in accordance with established procedures. - Sort, file, classify, and retrieve material in an established (manual or on-line) filing system including
but not limited to customer credit files. - Log information into manual or automated systems; tracks and monitors progress and/or disposition
of requests, actions, files, documents, programs, etc. This includes but is not limited to setting up and
maintaining a tickler for follow-up files related to credit information and other information. Reports past due items to officers. - Maintain office facilities including collection and distribution of incoming and outgoing mail;
corresponds with and pays vendors; ensures security procedures are followed; maintains client credit
information and other files; orders supplies; delivers needed copying and other image processing. - Assist office staff by scheduling appointments; maintaining calendars; screening calls/visitors;
preparing expense forms; coordinating arrangements for meetings and conferences; preparing and
assembling presentation materials; may attend meetings and take/distribute minutes - Search records, both internal and external, such as UCC searches, credit reports, county property
records, prospect data bases, secretary of state records, client on-line records, and others, to locate
specific information; checks materials for accuracy, completeness and/or procedural compliance; compares data to identify similarities and differences; compiles such information in a variety of ways. May set up simple spreadsheets.
The Commercial Administrative Assistant provides a variety of functions normally done by a Commercial Documentation Specialist whenever required by work volumes or absence of a Commercial Documentation Specialist. This includes but is not limited to:
- Issuing of documentation requests to a central documentation office and follow-up for receipt and
review for accuracy of commercial loan documents. - Checking with various public and internal data sources to ensure the legal status and identification of
borrowers and collateral location and liens. - Ordering third party documents as necessary such as, but not limited to, appraisals, flood
certifications, title reports, and environmental reports. Correspond as necessary with said parties to
process documents as necessary, such as, but not limited to, the recording of real property documents. - Organize and deliver documents to customers for signature, or to Commercial Banking Officers,
escrow officers, or others, according to an intuitive and efficient order, and in files or folders. - Maintaining collateral such as extending UCC's and recording deeds of trust, processing negotiable
collateral, - Maintaining collateral files.
- Maintaining a collateral tickler and/or other data bases.
The Commercial Administrative Assistant provides a variety of functions normally done by a Credit Analyst whenever required by work volumes or absence of a Credit Analyst. This includes but is not limited to:
- Reviewing and processing borrowing base data.
- Administering construction draw advances and related controls.
- Processing covenant checks.
- Spreading financial statements.
- Completing routine approval, problem loan, and other loan memoranda.
- High School diploma or equivalent at minimum; college experience strongly desired
- At least three years previous experience as Administrative Assistant, Credit Analyst, or systems administrator;
- Commercial Banking experience strongly desired;
- Understanding of collateral requirements with general exposure to documentation
- Use of bank standard word processing software and spreadsheet software with strong understanding of multiple math formulas.
- General communication (oral and written); clear voice communication; business telephone etiquette; distribute and exchange information with others; interaction with managers, employees, regulatory agencies, industry peers, customers, communicate/work with confidential information; compose draft written materials, correspondence/memoranda, reports, publications.
- Sound reasoning and judgement skills
- Exceptional interpersonal and rapport building skills
- Highly Organized
- Attention to Detail
- Knowledge Retention
- General office environment
- May be necessary to work extended hours
- Ability to effectively discern information and formulate appropriate action
- Ability to think critically and provide appropriate solutions
- Ability to perform repetitive finger, hand, and arm movements
- Ability to lift up to 20lbs.
- Ability to sit or stand for extended periods of time
- Ability to reach, squat, bend, and manually manipulate standard office equipment
At Bank of the Pacific, we are committed to delivering memorable service beyond the customer's expectation, to include both external and internal customers. We consistently demonstrate our values through teamwork, open communication, integrity, honesty and respect for others. Additionally, we will maintain a professional appearance through dress, conduct and an orderly work area. A successful candidate will possess these qualities and be enthusiastic, professional and of high ethics. They will embrace our Mission, Vision and Values and actively contribute to our success.
Our Core Values - We Care.
We consistently demonstrate this through:
Teamwork and open communication ~Integrity, honesty and respect for others ~ Enthusiasm and positive recognition ~ Professionalism, initiative and innovation ~ Accountability, focused action and timely follow-through ~ Commitment to make our company a success
For your Benefit We Offer:
- Salary range for this position is $21.00 to $24.00 per hour. The specific salary offered will depend on several factors including but not limited to applicant's knowledge, skills and experience relevant to the position.
- Eligible to participate in annual incentive plan.
- We offer a comprehensive healthcare benefit package that includes: Medical, Dental, Vision, EAP, LTD, STD, Group Life, VTL, AD&D, FSA, DCAP, LFSA, and HSA.
- Retirement Savings Plan through 401(k) with an additional Roth 401(k) option. We match 100% of your deferral up to 5% of eligible compensation.
- Wellness Dollars up to $500 per year.
- Weekend Wellness Hours, 4 per quarter.
- Paid Birthday and Anniversary Holiday
- 11 paid Holidays per Year
- Sick Leave Time - Earn up to 8 days each Year
- Vacation - 12 days each Year (first year adjusted based on hire)
- Vacation Purchase Plan
- Tuition Reimbursement
- Employee Banking Privileges and Special Loan Features.
All employees are responsible for internal controls in the performance of their assigned duties. Internal Control responsibilities are established in various policies, procedures, and documents including the Code of Conduct.
Bank of the Pacific is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status.
Salary Range Disclaimer:
The base salary range represents the minimum and the maximum of Bank of the Pacific's salary range for this position. Actual salaries will vary depending on factors related to business needs and the employee's relevant knowledge, qualifications, experience, and job performance for the position.