Credit Assistant

6 days ago

Saint Clair Shores, Michigan, United States First State Bank Full time
{"h1": "Credit Assistant Job Description at First State Bank", "p": "At First State Bank, we are seeking a highly organized and detail-oriented Credit Assistant to join our Credit Administration team. As a Credit Assistant, you will play a critical role in ensuring compliance with monthly reporting requirements, facilitating the check-in and assignment of Commercial Loan requests, and providing ongoing support to the operations of the Credit Department.

Responsibilities:

* Maintain a tracking system for formula-based loans
* Assemble and maintain the master, material commercial loan exception list
* Supervise the processing of draws on commercial lines of credit, particularly those that have a formula basis
* Ensure that the bank's mainframe is updated to reflect current availability
* Report to Officers' Loan Committee all out-of-formula lines and customers who are noncompliant with providing their monthly reporting
* Maintain both physical and electronic archives of submitted materials and work-product
* Produce data on the 12-month history of line usage and levels of accounts receivable for each borrower
* Check in new commercial loan requests, verifying that the packages are complete
* Follow-up on incomplete packages with the commercial lenders, through email and phone calls
* Function as an Administrator to the department's Work-In-Process tracking report (WIP)
* Assist with producing the agendas for Officers' Loan Committee and Directors' Loan Committee, including uploading the relevant documents to Teams
* Take minutes for the Officers' Loan Committee
* Use DocuSign and other means to produce the official copies of approved loans
* Responsible for department filing, both physical and electronic
* Run credit reports for department use in analyzing loan requests
* Produce credit references for commercial loan customers
* Maintain tickler system for financial statement reporting, including producing exception reports and request letters
* Provide Commercial Loan Officers with Monthly Financial Statement Exception lists and customer follow-up letters
* Promptly process notices from Botdoc for the department
* Perform new loan audits on Commercial, Consumer, and Residential Loans
* Prepare CITs for 90-day extensions
* Assist with ordering environmental reports
* Assist the Credit Manager with special projects, which may be of a confidential nature
* Provide widespread support to multiple people in Credit Administration
* Create and maintain a courteous and professional relationship with co-workers while maintaining timely and prompt daily attendance

Requirements:

* 6 months to 2 years of similar related experience
* Time management, analytical, and organizational skills
* Excellent communication skills (written and verbal)
* Ability to handle various tasks simultaneously
* Ability to work independently
* Responsible for meeting timelines of production
* Working knowledge of Microsoft Excel, Word, Outlook, and Teams
* Loan administration experience preferred

Education:

* High school diploma or GED

Preferred Education:

* Understanding of basic concepts in the fields of Finance and Accounting
* Experience with Box, Botdoc, DocuSign, and WebEx preferred

Working Conditions:

* Office environment with little exposure to physical hazards or conditions
* Ability to enter data into a computer and work with computer programs: Microsoft Word and Excel
* Ability to stand and/or sit for long periods of time
* Ability to reach with hands and fingers, touching computer buttons/adding machine buttons for extended periods of time

If you are a motivated and detail-oriented individual who is passionate about finance and customer service, we encourage you to apply for this exciting opportunity to join our team at First State Bank.", "lang_code": "en-US"}

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