Responsible for providing support to the relationship managers/loan team in obtaining information and preparing required forms to document, close, disburse and maintain loans (Construction, Commercial including Lines of Credit, CRE) in portfolio. Timely update of financial covenant/compliance tracking ("Ticklers") for financial statements, operating statements, tax returns, rent rolls, and insurance while uploading all application documents to the Bank's archives platform ("Synergy").

Knowledge of BSA, AML, and New Accounts to assist in the opening of the department's business deposit accounts.
Preparing loan advances/paydowns and invoice payments for officer review and signature.
Strong knowledge of Commercial Real Estate loan documentation.
Ability to coordinate loan closing with the Bank's Note Department.
Regular client interaction via email or phone for new credit and/or ongoing servicing of the loan portfolio.

QUALIFICATIONS:

Bachelor’s degree in business administration or related field preferred.
Minimum 2 years of relevant Commercial Real Estate lending experience required.
Branch Operations/New Account background a plus.
Excellent communication skills, both verbal and written.
Excellent leadership and decision-making skills.
Strong analytical and problem-solving skills.

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Credit Analyst