Centier Bank · 6 days ago
Commerical Banking Administrative Specialist 1
Highland, IN
Full-time
Onsite
Entry Level
$19/hr - $19/hr
1+ years expCentier Bank is a financial institution seeking a Commercial Banking Administrative Specialist 1 who will act as a front-line ambassador for business banking clients. The role involves assisting with loan inquiries, handling loan requests, and ensuring compliance with lending laws and bank policies.
BankingFinanceFinancial ServicesInsurance
Responsibilities
Provide the highest levels of quality service to clients and perform client requested service in a friendly, positive, professional manner
Establish rapport with clients, display a caring attitude, identify their needs, recommend and explain solutions, handle objections and ask for their business. Comprehension and being able to interpret and present bank products and services is required
Master current credit software system for loan submissions. Gather and follow up on loan presentations submitted to a Credit Analyst whether processed inside or outside of the current credit system
Provide assistance and guidance for all complex loan requests including attorney prepared, SWAP, C & I, Leases and all types of SBA loans
Review loan requests/approvals for lending authority; bank policy and procedures and laws governing same
Assist Lender/Portfolio Manager/CDP in collecting and reviewing data, including but not limited to, title work, judgement and lien searches, appraisals, surveys, flood certifications insurance, entity documents and correspondence
Placing necessary documentation into the Image Storing System for future use by an Analyst, CDP and the Loan Servicing back department staff
Submitting/routing appropriate credit requests, files and documentation to CDP for loan preparation
Review completed documents prior to closing for accuracy and completeness
Coordinate with outside legal counsel on those loans that are prepared by them and review for accuracy and completeness, being able to correspond with attorney’s on corrections needed
Coordinate closing schedules and deliver closing packages to Lender or Title Company
Review documents after closing for appropriate signatures, scan required signed documents into the Imaging Storing System, notify the Loan Operations Booking Team of document placement and distribute loan documents to the appropriate areas for processing. Prepare the necessary tickets for collection and disbursement of loan proceeds and fees collected/paid
Handle non-complex loan closings for lender in his/her absence and when appropriate, attend closing(s) at a title company
Prepare and process the appropriate tickets for client requested transactions
Assist Lender on calling clients regarding loan delinquencies, this is completed on a weekly basis
Work closely with lender on loans due to mature and gather any information needed for any loan renewing
Request financial information from clients on an on-going basis
Take the initiative to ensure each assigned current credit request loan file is up-to-date and fully documented for each specific loans status in the loan process
Assist in any special duties delegated or assigned as necessary due to location or committee memberships held by Loan Officers and/or supervisors
Identify and act on opportunities to refer clients to specialists in other departments for bank product, services and electronic delivery channels
Maintain a position of trust and responsibility by keeping all customer business confidential
Be willing to attend seminars, AIB classes or other educational opportunities to keep aware of current changes in the laws pertaining to commercial lending
Engage in personal development activities such as online learning and internal/external training to assist in career growth
Maintain a professional manner and appearance, as outlined in the Dress Code Policy, and a neat and orderly work area, adhering to the Clean Desk Policy
Follow the Essentials of Excellence and exhibit the Corporate Values in both external and internal transactions
Qualification
Required
High School Diploma
1-2 years of banking experience with commercial lending preferred
This position necessitates the associate to be detail oriented
Well organized with the ability to multi-task
Excellent communication and customer service skills
Individuals should be proactive and not reactive in getting tasks completed
Knowledge of loan scoring software and loan documentation as well as Microsoft Suite are required
Benefits
Access to our Marathon Health Clinics which provide FREE visits & prescriptions
Generous Paid Time Off benefit
Tuition Reimbursement
401K match
Associate Stock Ownership Plan
Daycare Reimbursement
FREE Onsite Fitness Center/Fitness Reimbursements
Health and Wellness Programs
The ability to have a voice with our Diversity/Equity/Inclusion Council
Career Growth
Work/Life Balance
AND MORE
Company
Centier Bank
Centier Bank is a banking company that offers loans, investments, insurance and other financial services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Scott May
Senior Partner, CFO
Anthony Contrucci
Executive Officer and Member of the Board of Directors at Centier Bank
Recent News
Company data provided by crunchbase