mi-grand-rapids Work Opportunities ∙ Page 1

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

Essential Functions/Responsibilities

• Provides a wide variety of administrative duties in support of multiple relationship managers or executive team members, within an assigned market.
• Account Management:
  • Assist Relationship Management in developing new lending and depository business with existing and prospective customers.
  • Process and ensure accuracy of loan documentation for closings. This includes entering financial information into the loan system/Ncino and ensuring that all necessary documentation is included in the loan package prior to closing.
  • Process/input loan opportunities into nCino from term sheet phase to ultimate loan closing.
  • Collaborate with EBS/Operations team on deal discussions/weekly huddles to coordinate workflow tasks and closing timelines are met.
  • Collaborate with relationship managers on collection of necessary information from clients, including financial statements, covenant compliance certificates, and borrowing base reports.
  • May close executable loan documentation on behalf of company at the request of manager(s).
  • Forward executed loan documentation to appropriate internal department and ensures executed loan documents are sent for booking to the appropriate department in a timely, efficient manner.
• Client Service:
  • Focus on overall bank relationship for customers to include loan and deposit relationships. Coordinate opening of deposit and other banking services with banking center or back-office partners. Need to evaluate this responsibility as it is currently being performed by the treasury management support team.
  • Provide support by applying payments, quoting payoffs, providing statements, and researching loan maintenance or history.
  • Maintain existing loan portfolio in an administrative capacity to include managing and minimizing loan exceptions, past due loan balances and updating loan portfolios with current loan information.
  • Responsible for working closely with Relationship Manager’s regarding maturing reports and exceptions.
• Support/Manage:
  • Proactively interact with relationship managers, clients, and attorneys regarding routine to moderately complex account inquiries, problem resolution and/or account maintenance issues.
  • Administer programs, projects and / or processes specific to the line of business served; may be required to work with regulators/internal review/risk as requested.
  • Support market leaders and RMs with planning and execution of client events, meetings, and entertainment.
  • May support entire department i.e., organization charts, track all associates’ time off, order supplies, as well as general support.

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• 5 years administrative support experience in roles interfacing with managers, executive leaders, and customers (external and internal).
• Well-developed understanding of lending policies, regulatory requirements, and collateral perfection requirements
• Experience using loan and deposit platform for report generation and gathering purposes.
• Proficiency using Microsoft Office Suite (Excel, Word).
• The ability to follow and understand complex instructions and maintain written/electronic records.
• Strong interpersonal, written, and verbal communication skills.

Preferred Knowledge and Skills

• Associate’s degree in a business, management, or related curriculum.

Level of Complexity and Scope

• Executes tasks of diverse scope that are moderately complex in nature

Degree of Independence and Decision-Making

• Uses generally defined practices and policies to select methods and techniques for accomplishing tasks and problem resolution

Required Supervisory Responsibilities

• No direct supervisory requirements

Physical Requirements

Compliance Statement

The associate is responsible for meeting all compliance requirements imposed on First Financial Bank by State and Federal law and regulation, as well as all related First Financial Bank policies and procedures. This includes all Bank Secrecy Act, Anti-Money Laundering, OFAC and Suspicious Activity reporting requirements, as well as all other lending and deposit compliance requirements.

Development and Training

Benefits

We have relevant, thoughtful benefits and programs that support every aspect of our associates' holistic wellbeing. Please review our Benefits Guide. 

Incentive Eligibility

All roles are incentive eligible with the exception of Co-Op, Intern, or Student positions.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.