Commercial Banking Operations Specialist
2 weeks ago
Position Type: Regular Full-Time, Onsite
Reports To: First Vice President, Commercial Loan Officer
POSITION SUMMARY:
The Commercial Banking Operations Specialist provides high-level administrative assistance to the Commercial Banking Division. This role involves handling tasks of a confidential and intricate nature, requiring access to sensitive information and the exercise of considerable discretion, judgment, and professionalism. The primary responsibilities include managing the Bank's Commercial Loan Pipeline Management Software (Salesforce nCino) and overseeing the administration of Commercial Appraisal and Environmental due diligence processes. The individual in this position will foster effective working relationships with all members of the Commercial Banking Team.
Key Responsibilities:
- Support various functions necessary for the Commercial Banking Lending Staff.
- Oversee data entry into the Commercial Banking CRM (Salesforce nCino) and organize supporting documentation for Commercial Loan applications.
- Manage the entire workflow related to Appraisal and Environmental reporting, including ordering and reviewing. Maintain accurate records and collaborate with the Commercial Loan Administration team to ensure precise reporting.
- Collaborate with the Commercial Credit Officer and Commercial Portfolio Manager to create and maintain necessary reports.
- Act as a representative for the Commercial Banking Department by reviewing correspondence, managing telephone and email communications, and addressing requests directed to the Commercial Banking Team.
- May be required to document Minutes at Committee Meetings or other official gatherings as necessary.
- Maintain positive relationships with customers and seek ways to enhance the customer experience.
- Assist the Commercial Banking Team with referrals to other business lines within the organization.
- Adhere to Bank Policies and Procedures; ensure confidentiality of customer and corporate non-public information.
- Perform additional duties as assigned.
QUALIFICATION REQUIREMENTS:
- Preferred: College Degree or relevant Banking Experience
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
- Excellent written and verbal communication abilities.
- Strong analytical, organizational, and task management skills.
- Able to work independently and collaboratively as part of a team, often under tight deadlines.
- Efficient time management skills.
- Ability to juggle multiple changing priorities in a dynamic environment.
- Valid US Driver's license required with the ability to travel freely.
Greenfield Savings Bank is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity and/or expression, national origin, disability status, protected veteran status, age, marital status, or any other protected class.
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