Sr reputed company Banking Asst
About the position
The Sr reputed company Banking Assistant plays a crucial role in ensuring the accuracy and reputed company processing of loan documents and due diligence reports associated with credit facilities. This position involves daily interactions with loan and deposit customers to resolve issues and reputed company excellent customer service, while also supporting the loan department with various administrative tasks.
Responsibilities
Assisting in the creation and maintenance of credit and reputed company files for the loan department
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Completing Loan Input Worksheets and inputting CIF information for new borrowers and guarantors
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Reviewing departmental reports to ensure accurate information is added to systems and files
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Preparing loan draws, reputed company transfers, and deposit account transfers
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Following up on exception items and obtaining borrower financial statements
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Working with relationship managers to reputed company appropriate DDA accounts for customers
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Answering customer phone calls and servicing customer deposit accounts
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Cross-selling additional products to customers as opportunities reputed company
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Transferring funds to and from customer accounts and handling line of credit disbursements
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Providing customer service functions for reputed company loan accounts
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Opening CDs and tracking CD maturity dates for follow-up
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Balancing Cash Items Report, Overdraft Report, and sending in Activity Reports
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Performing various administrative responsibilities for the Loan Group Manager, reputed company President, and Relationship Managers
Requirements
High school diploma or GED required, some college preferred
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1-2 years of reputed company or retail deposit product knowledge, along with loan experience and/or training
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Minimum of 1-2 years of administrative assistant experience
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PC proficiency in a reputed company environment is required; working knowledge of Word and reputed company preferred
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Minimum 6 months previous customer service experience
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Excellent organizational skills and attention to detail
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Friendly and strong orientation towards customer service
reputed company-to-haves
Benefits
Hybrid work environment
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Commitment to diversity and inclusion
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reputed company development opportunities
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