Commercial Loan Administrative Associate

Tompkins Bank & Trust; City of Syracuse (NY); On-site; USD 32,000 - 39,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) Match

Profit Sharing

Paid Time Off

11 Holidays

Tuition Reimbursement

Free Parking throughout Tompkins Bank

Job summary

Tompkins Bank & Trust seeks an organized Administrative Assistant to support Senior Officers and Commercial Lending Officers. You will handle a range of confidential duties, coordinate loan closings, manage calendars, arrange travel, and prepare reports.

Ideal candidates have a high school diploma, at least three years’ related experience, strong communication, proofreading and data-management skills, and proficiency with Word, Excel and Lotus Notes.

Qualifications

• High school diploma or GED equivalent.
• Minimum of three (3) years’ experience in related positions or comparable continuing education coursework.
• Proficient interpersonal and communication skills.
• Proficient organization and prioritization skills.
• Proficient composition and proofreading skills.
• Proficient Microsoft Office and Data Management skills (Word, Excel, Lotus Notes).

Responsibilities

• Coordinate loan closings, and ensure that all necessary fees are collected and documents are obtained.
• Submit loan documents to Commercial Loan Servicing along with necessary supporting information to ensure accurate and adequate booking of loan(s).
• Receive visitors; direct customers to the proper person or assist them personally by obtaining information, arranging appointments, or referring them to appropriate individual.
• Assist with answering telephone calls; takes messages and utilizes the current banking core information system to answer internal and external questions.
• Assist with sorting of mail; evaluate and route as necessary.
• Draft, proofread and distribute communications such as standard letters/memos within scope of authority or in officers’ absence.
• Compile data and prepare operational or departmental reports (i.e. Business Development, Board of Directors and Credit Committee); copy and distribute.
• Work with Lending Officers on revisions and maintenance of the Loan Policy Manual.
• Organize and maintain records, files, documents, correspondence, forms, reports and other related information, often of a confidential nature.
• May assist officers with their community, professional and activity material.
• Order departmental supplies and purchasing.
• Maintain officer appointment calendars in Outlook as needed; assist officers with scheduling/arranging meetings, travel, etc.
• Make travel and hotel reservations as directed.
• Provides assistance to lenders and staff as needed.
• Process miscellaneous ‘department’ expenses, makes arrangements for dept. birthdays, and updates departmental phone listings.
• Follows through on special projects, assignments involving research and analysis.
• Acts as a liaison between Senior Officers and staff.
• Perform other related duties as assigned or directed.

Skills

Interpersonal skills

Communication skills

Organization skills

Proofreading skills

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Lotus Notes

Data Management

Job description

Overview

Responsible for performing a variety of administrative duties to assist the Senior Officers and Commercial Lending Officers in the area of responsibility. Performs specialized and/or confidential administrative duties related to all the above areas of responsibility. Responsible for completion of related projects.

Responsibilities

• Coordinate loan closings, and ensure that all necessary fees are collected and documents are obtained. When necessary, close loan transactions or attend commercial real estate closings.

• Submit loan documents to Commercial Loan Servicing along with necessary supporting information to ensureaccurate and adequate booking of loan(s) to the company’s core operating system.

• Receive visitors; direct customers to the proper person or assist them personally by obtaining information, arranging appointments, or referring them to appropriate individual. Place telephone calls to assist officers as needed.

• Assist with answering telephone calls; takes messages and utilizes the current banking core information system to answer internal and external questions.

• Assist with sorting of mail; evaluate and route as necessary.

• Draft, proofread and distribute communications such as standard letters/memos within scope of authority or in officers’ absence. Responsible for meeting minutes and agendas.

• Compile data and prepare operational or departmental reports (i.e. Business Development, Board of Directors and Credit Committee); copy and distribute.

• Work with Lending Officers on revisions and maintenance of the Loan Policy Manual.

• Organize and maintain records, files, documents, correspondence, forms, reports and other related information, often of a confidential nature. Keeps record of file declinations.

• May assist officers with their community, professional and activity material.

• Order departmental supplies and purchasing.

• Maintain officer appointment calendars in Outlook as needed; assist officers with scheduling/arranging: meetings, telephone seminars, business luncheons, conferences, business development functions, etc.

• Make travel and hotel reservations as directed.

• Provides assistance to lenders and staff as needed.

• Process miscellaneous ‘department’ expenses,makes arrangements for dept. birthdays, and updates departmental phone listings.

• Follows through on special projects, assignments involving research and analysis.

• Acts as a liaison between Senior Officers and staff.

• Perform other related duties as assigned or directed.

Qualifications

• High school diploma or GED equivalent.

• Minimum of three (3) years’ experience in related positions or comparablecontinuing education coursework.

• Proficient interpersonal and communication skills.

• Proficient organization and prioritization skills.

• Proficient composition and proofreading skills.

• ProficientMicrosoft Office and Data Management skills (Word, Excel, Lotus Notes).

Benefits

• Medical
• Dental
• Vision
• 401(k) Match
• Profit Sharing
• Paid Time Off
• 11 Holidays
• Tuition Reimbursement
• Free Parking throughout Tompkins Community Bank
• Employee Referrals

EEO Statement

Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law.

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Pay Range

USD $23.00 - USD $28.00 /Hr.