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Commercial Banking Assistant III

2 months ago


San Diego, United States Atlantic Union Bank Full time

Job Category : Commercial Requisition Number : COMME007912 Posted: July 23, 2024 Employment Type: Full-Time Work Arrangement: Hybrid Salary Range: $48,225 USD to $72,350 USD Locations Showing 1 location The Commercial Banking Assistant III performs a variety of duties in support of the Commercial Banking Line of Business. They work closely with Commercial Relationship Managers, Portfolio Managers, internal department personnel, and external customers to complete a variety of tasks associated with the origination and servicing of loans. They ensure the timely renewal of existing loans, mitigate loan exceptions, and assist with the growth and management of cash management products and services. Position Accountabilities Service personal and commercial deposit accounts according to guidelines and procedures Monitor daily non-sufficient funds reports, obtain necessary approvals, and communicate to retail as needed Handle daily incoming customer requests and inquiries in a professional manner Process payments and advances on loans Perform account maintenance and research as needed Prepare post-closing loan packages to include maintaining files and clearing exceptions Adhere to all applicable laws and regulations governing bank operations Image or file financial statements and documents as needed Perform preliminary loan closing requirements such as flood certifications, credit reports, residential appraisals, environmental reports, UCC searches, or other reports as needed Prepare tickets and/or wire transfers as needed Process draws which may include title updates and inspections May administer and monitor construction and development loans Prepare payoff quotes and handle releases Assist with the review of loan packages for other Commercial Banking Assistants Perform other duties as assigned Organizational Relationship This position reports to the Commercial Support Group Manager. Position Qualifications Education & Experience High school diploma or equivalent; college degree preferred Five plus years of commercial or retail banking or industry-related experience required One to three years of commercial loan experience required Knowledge & Skills High level of proficiency in LaserPro Excellent computer skills relevant to Microsoft Office Suites Well organized with attention to detail Ability to prioritize and manage multiple priorities Flexible, able to adapt to change Superior time management and problem-solving skills Ability to work independently as well as within a team environment Analytical skills Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit-sharing bonus program. General information on our comprehensive benefits package can be found by visiting here . We are proud to be an EEO/AA employer, Minority/Female/Disability/Veteran. We maintain a drug-free workplace. #J-18808-Ljbffr