Business Banking Administrator bei CBI Bank & Trust

Description

GENERAL DESCRIPTION:

Works closely with their assigned commercial lender(s) to support daily administrative duties and activities. Handles processing of business credit card requests/applications as needed. Understands and helps manage the current “pipeline” of work that the lender needs assistance processing. Helps manage the loan process from request to closing.  

KEY ACCOUNTABILITIES:

• Understands and adheres to processes and procedures developed to ensure processing a high volume of loans and other information in a timely, accurate, standard and consistent manner
• Works in connection with lender to obtain required loan financial information into the bank’s image capture system in a prompt and accurate manner
• Makes timely and smooth handoffs to the loan operations area for booking/funding new credit actions
• Assures new loans are documented in keeping with the terms approved in the credit presentations prior to closing
• Reviews reports generated from the bank’s document exception tracking systems and works with lender and customers to assure customer and loan files are maintained in a complete, current and accurate manner
• Works in connection with lender to obtain customer signatures on required credit and loan file documentation, assists with origination of new loans/modifications/other documents as directed by the lender
• Is accountable to the credit administration area as well as the lender for accurate loan document preparation, interactions with loan operations in the booking and funding of loans, and credit/loan file related image capture
• Participates in community affairs to increase the Bank’s visibility and to serve the community where we operate 
• Other duties as assigned

Requirements

POSITION REQUIREMENTS:

Associate’s degree from a two year college or university; or three or more years of related experience and/or training; or the equivalent combination of education and experience is preferred.