Business Bank Team Assistant

Riverview Bank; Portland (OR); On-site; USD 61,000 - 90,000; Full time

Job summary

Riverview Bank is seeking a Team Assistant to facilitate client loan processes, ensuring timely collection of applications and documentation. The role involves coordinating with various teams and maintaining relationships with clients. Ideal candidates will have experience in loan assistance and strong communication skills.

Benefits

Healthcare benefits

401K plan

Short-term & long-term disability coverage

Life insurance

Vacation & sick time

Educational assistance

Holidays

Qualifications

• 2+ years of business account and/or loan assistant experience.
• Preferred background in business loan servicing and document processing.

Responsibilities

• Coordinate client applications and loan processing.
• Review loan applications for accuracy and completeness.
• Maintain strong relationships with Business Banking Team.

Skills

Communication

Problem Solving

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Gateway
10401 NE Halsey St
Portland, OR 97220, USA

Gateway
10401 NE Halsey St
Portland, OR 97220, USA

This position is responsible for coordinating with the client, Business Banking Relationship Manager, Business Banking Lending Center team (BBLC) and Loan Servicing to assure that client application, financial statements, entity documentation and all other required information is received and processed in a timely manner. Upon credit approved, the Team Assistant will coordinate appropriate collateral perfection items, loan signing and funding. Team Assistant will also answer phones when Business Banking Relationship Managers are out, have direct contact with clients facilitating a smooth loan process, ongoing portfolio management and relationship support.

The salary for this role will be between $61,915 and $89,157 The specific salary offered will depend on several factors including but not limited to applicant’s skills and prior relevant experience. Hired candidate may be eligible for healthcare benefits, 401K plan, short term & long-term disability coverage, life insurance, vacation & sick time, educational assistance, and several holidays. Certain roles are eligible for additional rewards

ESSENTIAL DUTIES:

• Works with existing clients and prospects as required to collect needed information.
• Answer phones when Loan Officers are out of the office as appropriate (generally vacations, etc.)
• Review Loan Applications and supporting documentation for completion and accuracy
• Assist in coordinating the transition of prospective clients to clients of Riverview through facilitating collection of necessary documents, signatures, coordination of sales team/client meetings, etc.
• Review business entity documents to ensure applicants are appropriately authorized to enter a loan agreement
• Drafts business history/management and relationship strategies within the Bank’s loan operating system
• Update appropriate loan codes to the Bank’s loan operating system
• Request authorization to payoff existing client loans, as appropriate
• Coordinate escrow closings, as appropriate

Additional duties and responsibilities as may be assigned:

• Projects professionalism in both appearance and attitude when dealing with customers.
• Coordinates when necessary, with other departments.
• Participates in and completes all required training modules with passing scores.
• Follows all state and federal laws, and all Riverview policies and procedures

RELATIONSHIPS

• Maintain strong working relationship with Business Banking Team, branches, support departments and peers in the lending area as well as other support areas.
• Maintains contact with business bankers to ensure that service levels are appropriate.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

Minimum qualifications include a High School Diploma or GED; and two or more years of business account and/or loan assistant experience and/or training. It is preferred, c andidates have a business loan servicing background, including document processing experience and excellent communication skills. Successful candidates will have the ability to complete tasks within reasonable time periods while being flexible enough to handle interruptions.

SKILLS

• Ability to communicate with lenders and build strong working relationships.
• Ability to read and interpret credit memorandums and Memos to File to decipher the information and accurately assess documentation needs.
• Ability to resolve with some assistance day to day problems and deal with a variety of issues that may arise in working with a variety of business bankers.
• Ability to ensure that all documents have been received before submitting a loan application to the Business Banking Lending Center.
• Ability to identify problems, collect data, establish facts, and draw valid conclusions.
• Basic skills associated with the general use of computers and business office equipment and systems required to effectively handle the job.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to effectively communicate via phone/video, messaging, and email. The employee is required to use computer and office equipment such as a computer, printer, copier, as well as computer software such as Microsoft Office. You may also frequently be required to occupy a workstation for long periods of time.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

WORK ENVIRONMENT

While performing the duties of this job, the employee is occasionally exposed to risk of electrical shock in working with standard office equipment indoors. The noise level in the work environment is usually moderate.

COMMENTS

In supporting the accomplishment of company and departmental goals, it is the employee's responsibility to do all that is necessary to provide quality service to customers and fellow employees while furthering the positive image and interests of Riverview Bank. It is also the employee's responsibility to continually strive to maximize personal growth.

Riverview Bank does not accept unsolicited resumes from any third party staffing agencies and/or search firms for any job postings.

Third parties are not authorized to submit profiles, applications, or resumes to this site or to any Riverview Bank employee. Any such submissions, Riverview Bank will not be responsible for any fees related to unsolicited resume submissions without written consent from the Talent Acquisition Team. Including, but not limited to the candidate hired for a position.

Qualifications

Skills

Behaviors

:

Motivations

:

Education

Preferred

High School or better in General Studies.

Years Exp 2 or better in Accounting.

Experience

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.