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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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