Financial Services Credit Associate

1 week ago

Cambridge, Massachusetts, United States Cambridge Financial Full time

Position: Commercial Credit Coordinator

Overview:

At Cambridge Savings Bank, we strive to positively influence the financial well-being of our customers, employees, and the communities we serve. Our commitment to exceeding expectations is matched by our dedication to diversity, inclusion, and fostering a collaborative, customer-focused environment. The Commercial Credit Coordinator plays a vital role in providing administrative assistance to the Commercial Lending sector of the Bank, encompassing Credit Administration pipeline management, quality assurance, regulatory compliance, processing of approved loan requests, and the creation and maintenance of financial reporting ticklers.

Key Responsibilities:

  • Review all essential fields within loan approval documents and complete necessary due diligence, including OFAC inquiries, flood determinations, CAIVRS inquiries, and tax transcript requests.
  • Process all required commercial workflows and service requests for approved loan applications through the electronic credit file system, covering new loans, modifications, renewals, extensions, annual loan reviews, and risk rating adjustments.
  • Update, monitor, and maintain various Credit Administration pipelines, generating and distributing pipeline reports as needed.
  • Upload documents to the electronic credit file related to commercial credit and relationship files, including final appraisal reports and all supporting documentation utilized in the underwriting process.
  • Submit all departmental invoices to the appropriate departments promptly.
  • Assist in preparing for weekly and quarterly Committee meetings, including submissions and minutes, and process all assigned transactions in the electronic credit application post-meeting.
  • Support the collection of ongoing vendor due diligence documents and maintain the Vendor Management Program and its corresponding platform.
  • Provide input, maintenance, and support for Sageworks, generating various reports with a primary focus on financial reporting tracking.
  • Assist the department as needed with the use, maintenance, storage, retrieval, and reporting of information from critical systems such as Nautilus, Sageworks, Salesforce, and DNA/Fiserv.
  • Establish and maintain effective working relationships with various departments, internal and external customers, and third-party vendors.
  • Adhere to relevant compliance policies and procedures, including Reg B, OFAC, and Flood Hazard Determination.
  • Perform additional duties as required.

Qualifications:

  • High school diploma with a minimum of 2 years of experience in a professional office environment, particularly in administrative roles.
  • Strong technical proficiency in MS Office applications, with the ability to quickly learn new software applications. Experience with DNA, Salesforce, Nautilus, or similar imaging systems and Sageworks is advantageous.
  • Exceptional attention to detail and accuracy, with the capability to meet critical deadlines.
  • Ability to manage multiple tasks, adapt to changes swiftly, and work independently in a fast-paced environment.
  • Strong verbal and written communication skills.
  • Excellent time management abilities.
  • Outstanding customer relations and interpersonal skills, with the capacity to collaborate effectively with other divisions of the Bank.

The responsibilities outlined above represent the primary duties of this position but do not exclude other occasional responsibilities that align with the major purpose of the role.

About Cambridge Savings Bank:

Cambridge Savings Bank is a full-service banking institution with over $7 billion in assets. As a mutual bank, we are dedicated to enhancing the quality of life for our employees, customers, and the communities we serve. One of the oldest and largest community banks in Massachusetts, we offer a comprehensive range of individual and business banking services through a robust branch network and digital banking solutions. Cambridge Savings Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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