Hybrid Business Development Administrative Assistant bei Hebron Savings Bank

POSITION TITLE:                               Business Development Administrative Assistant

DEPARTMENT:                                  Business Development

ACCOUNTABILITY:                           EVP, Chief Lending Officer

Scope of Responsibility: The business development administrative assistant is responsible for supporting the organization’s business development team with lead generation, appointment setting, follow-up, and monitoring of all matters related to business development support for prospects and clients. The role is both project-oriented and administrative in nature, supporting the Business Development Officers' priorities in planning, directing and coordinating of key projects to ensure sales goals are on-target and objectives accomplished. This individual will ensure prospect priorities are appropriately and timely handled and provide essential support services as requested by the Business Development Officers as needed.

The proposed responsibilities for the position posted include, but are not limited to, the following;

Essential Duties & Responsibilities:                                                                                                                        

• Assemble loan paperwork and forward it to Loan Department
• Manage loan approval follow-up/faxes
• New loan input on the LoanVantage system
• Research and respond to any loan audit findings
• Process draw requests and line advances
• Settlement coordination and facilitation
  • Obtaining settlement checks
  • Resolving loan documentation
  • Scheduling
• Maintain lender credit files
• Annually update and renew lines of credit information for lender review and approvals
• Assist loan officers with administrative requests and clerical duties
  • Rate inquiries
  • Bill payment inquiries
  • Payment inquiries
  • Basic loan questions
• Have detailed knowledge of loan documentation
• Assist with collecting documentation and processing of commercial loans- checklist, doc sheets, GEO codes, NAICS codes, etc.
• Assist in the production of documents on new, extensions, modifications, and renewals of loans
• Assist pre-closing/closing tasks
• Organizing loans for customer signature and loan processing
• Review loans for documentation errors before closing
• Set up loan files, collect and review documents
• Manage loan documentation follow-up
  • Collateral file maintenance, completion, and problem resolution
  • Insurance; initial documentation for settlement preparation
• Communicate effectively with customers, real estate agents, insurance agents, and attorneys related to loan – face-to-face interaction, written correspondence, telephone, as well as e-mail contact
• Request title work from the attorney
• Request insurance from insurance agents
• Addressing client issues – loan/account questions, account questions, researching and resolving problems identified by customers
• Pull credit reports on customers if needed
• Pull MS Secretary of State pages, flood certificates, car fax reports
• Prepare loan origination tickets, payment tickets, wire transfers, and account transfers
• Prepare relationship summary on customers
• Prepare file maintenance requests on loans
• Work portfolios on an ongoing basis for financial statements/tax returns exceptions
• Print past due, exceptions, and future maturity reports for officers
• Notarizing documents
• Must have strong attention to detail and the ability to multi-task
• Strong communication, time management, and organizational skills
• Must be able to prioritize tasks and work initiative
• Ability to maintain confidentiality
• Actively participate in community service activities and/or volunteer to promote our mission, generate visibility, and serve our local community.
• Maintains comprehensive knowledge of bank policies and procedures, including BSA.
• Other duties as assigned.

Contacts & Relationships: Individuals in this entry-level position will work closely with other business development team members and branch personnel to provide clerical loan servicing support and excellent customer service for the bank’s customers.   

Knowledge, Skills & Experience:

• Detail Oriented
• Established keyboard and calculator skills
• Proven ability to successfully prioritize workload
• Highly motivated self-starter
• Accepts responsibility eagerly
• Ability to learn at a fast pace

Physical Requirements: The physical demands described here represent those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this position, the employee is regularly required to sit or stand for prolonged periods, reach with hands and arms, stoop, kneel or crouch.  The employee must occasionally lift and/or move up to 15 lbs. Vision abilities required include close vision, distance vision, and peripheral vision. Employee will need to be able to do close-up paperwork and view computer screens.  

EEO Statement: Hebron Savings Bank provides equal employment opportunities to all employees and applicants without regard to unlawful considerations of race, creed, color, national origin, nationality, ancestry, age, sex, familial status, marital status, domestic partnership, affectional or sexual orientation, gender identity or expression, liability for military service, mental or physical disability or perceived disability, and any other classification protected by applicable state and federal laws.  Reasonable accommodation is available for qualified individuals with disabilities, upon request. 

Hebron Savings Bank expressly prohibits any form of workplace harassment or unlawful discrimination against individuals on the same basis as outlined above. 

Job Classification: Exempt