Financial Services Support Associate

6 days ago


Canfield, Ohio, United States Farmers National Full time
Job Description:

As a Financial Services Support Associate at Farmers National Banc Corp., you will play a crucial role in supporting the Commercial Document Preparation area.

Main Responsibilities:

  • Manage the incoming pipeline of commercial documentation requests to ensure timely processing and compliance.
  • Review scanned executed loan document packages for completeness and proper signatures prior to funding and/or onboarding, guaranteeing accuracy and attention to detail.
  • Collaborate with team members to authorize loan fundings and facilitate the onboarding process.
  • Organize and index all scanned documents, preparing electronic loan files for efficient onboarding and maintaining a well-structured digital repository.
  • Monitor and maintain ticklers for the receipt of original documents, ensuring seamless communication and follow-up as required.
  • Identify and track collateral exceptions, taking necessary actions to resolve them promptly.
  • Provide support to Loan Documentation Specialists as needed, fostering a collaborative environment and contributing to the team's success.
  • Assist Loan Servicing in the onboarding of loans, working closely with stakeholders to ensure a smooth transition.
  • Purchase departmental supplies and request maintenance for office equipment, demonstrating proactive problem-solving skills.
  • Maintain compliance with all relevant rules and regulations by completing mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures.

Requirements:

  • A High School diploma or General Education degree (GED) is essential for this role.
  • A minimum of one year of administrative support experience is required, with a proven track record of efficiency and attention to detail.
  • Familiarity with Microsoft Office Suite, particularly Word, Excel, and Outlook, is expected.
  • Candidates should possess excellent verbal and written communication skills, enabling effective collaboration with colleagues and stakeholders.


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