First Bank & Trust · 8 hours ago
Agri-Business Banking Specialist
First Bank & Trust is part of Fishback Financial Corporation, and they are seeking an Agri-Business Banking Specialist to provide administrative support to Agri-Business Bankers throughout the loan process. The role involves assisting with loan documentation, coordinating client requests, and ensuring compliance with banking procedures.
BankingFinancial Services
Responsibilities
Assist Agri-Business Bankers with loan and credit underwriting documentation including, but not limited to title work, appraisals, etc
Initiate and build loan documentation utilizing loan operating software and verify all details (orders, collateral, disclosures, etc.) of initial loan files are complete and accurate according to policies and procedures. Work closely with title company and insurance companies as needed
Act as a liaison between bankers and internal departments to coordinate client requests and resolve inquiries. Collaborate closely with internal related departments as loan progresses. Serve as a resource for any funding/post funding questions
Follow established procedures and practices for processing business banking products from application to origination
Perform additional banking services, including completing advances, initiating wire requests, lien releases, making advances/payments, and transfers as needed
Monitor in-process loan files for receipt of complete and accurate documentation for underwriting. Assist in preparing credit packages for submission to underwriting
Monitor all current business loan files and paid loan files to ensure proper maintenance according to established procedures. Monitor reports, provide loan payoffs, and release collateral
Assist in preparing annual reviews and work portfolio discrepancy lists
Remain up to date on system, process, product, and regulatory changes
Attend all team meetings and training opportunities as deemed appropriate by the supervisor
Act in accordance with FBT policies and procedures as set forth in the employee handbook
Adhere to compliance procedures and participate in required compliance training
Qualification
Required
This person should have an associate degree and 2 years of relevant experience, or the equivalent
The ability to interact with customers, bankers, and other professionals is required
Exceptional customer service, communication, attention to detail, and collaboration skills are necessary
Preferred
Experience with lending administration and documentation is preferred
Exhibit knowledge of banking concepts, practices, and procedures, including an understanding of loan policy and guidelines
Company
First Bank & Trust
First Bank & Trust is a banking firm that offers banking, wealth management, and financial services in Massachusetts.