Commercial Relationship Assistant

Kennebunk Savings Bank; Kennebunk (ME); On-site; USD 38,000 - 48,000; Full time

Job summary

Kennebunk Savings in Maine seeks an Administrative Support professional to assist Commercial Relationship Managers by maintaining the integrity of designated loan portfolios, performing loan maintenance, and delivering superior customer service.

Responsibilities include preparing commitment letters, filing memos, updating customer records in CRM and Loan Origination systems, monitoring reports, processing/closing loans, and acting as a liaison for customers and managers with accuracy and

Qualifications

• Proficient in Microsoft Office products.
• Strong written and verbal communication skills.
• Excellent organizational skills and ability to multi-task.
• High level of accuracy and attention to detail.
• Ability to adapt to change and maintain confidentiality.

Responsibilities

• Prepares commitment letters, file memos and customer correspondence as needed.
• Assists in research projects and reconciles documentation questions for servicing.
• Responsible for input and maintenance of customer records in CRM and Loan Origination systems.
• Monitors and prepares loan reports; assists in processing/closing loans.
• Provides prompt, courteous service to customers and serves as liaison for Commercial Relationship Managers.

Skills

Microsoft Office

Customer service

Communication skills

Organizational skills

Attention to detail

Analytical skills

Education

High school diploma

Tools

CRM systems

Loan Origination systems

Job description

Kennebunk Savings operates on the shared belief that Helping One Another Is the Right Thing To Do.

Our Core Values - Trust, Integrity, Proactive and Empathy provide the guide posts for how we support that belief. They guide our day to day actions - from the way we build relationships, to how we make decisions and problem solve, to how we interact with one another. Our Core Values form the foundation of our culture. Embodying them forms the basis of what makes for a successful employee at Kennebunk Savings.

Scope of Work:

Under the direct guidance of their assigned supervisor and in accordance with established policies and procedures, the incumbent is responsible for providing assistance to a team of Commercial Relationship Managers. Primary responsibilities include maintaining integrity of designated commercial loan portfolios, performing loan maintenance activities and providing superior customer service.

Essential Functions (3):

Administrative Support

• Prepares commitment letters, file memos and customer correspondence as needed
• Assists in various research projects and reconciles documentation questions for servicing
• Responsible for input and maintenance of customer records in the Customer Relationship Management and Loan Origination systems

Loan Pipeline and Report Management

• Monitors and prepares various commercial lending reports
• Assists in processing/closing of loans
• Reviews loan documentation for accuracy and facilitates clearing of deficiencies

Customer support for designated loan portfolio(s)

• Provides prompt and courteous service to all customers
• Answers inquiries, performs research and account maintenance
• Acts as a customer liaison for Commercial Relationship Managers

Other Duties & Responsibilities:

• Promotes the Kennebunk Savings Brand by recommending our products and services, supporting our community focus & commitment to being a premier employer
• Understands, supports and adheres to applicable organizational policies/procedures and state/federal regulations
• Consistently emphasizes the importance of teamwork in the department and company at large
• Responsible for keeping abreast of company news and information
• Responsible for completing required training and policy review
• May serve on various committees
• Willingness to take on additional tasks and duties

Desired Certifications & Licenses:

Not applicable

Desired Knowledge, Skills & Abilities:

• Displays high level of regard for trust and confidentiality
• Proficient in Microsoft Office Products
• Displays strong written and verbal communication skills
• Displays strong organization skills and the ability to multi-task to meet established deadlines
• Demonstrates a high level of accuracy and attention to detail
• Effectively uses analytical skills to solve technical, as well as, non-technical problems
• Prior knowledge of regulations within the financial services industry is preferred
• Ability to adapt to change

Desired Job Experience:

• Experience in a commercial banking environment.
• Experience in a professional, service focused and fast-paced environment

Desired Education:

High school or General Education Diploma

Working Conditions & Minimum Physical Requirements:

• Physical surroundings are generally pleasant and comfortable with minimal exposure to injury or other hazards
• Dexterity of hands and fingers to operate a computer and other office equipment
• Lifting and moving of moderately heavy objects on occasion
• Normally seated for extended periods of time

External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act, or Maine/New Hampshire Human Rights Commissions, must be able to perform the essential job functions (as listed) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis

Last Updated 02/17/2021