Commercial Lending Administrative Assistant at QNB Bank

Quakertown, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Aug, 26

Salary

0.0

Posted On

03 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Commercial lending, Administrative support, Customer service, Loan documentation, Microsoft Word, Microsoft Excel, CRM software, Data entry, Communication skills, Organizational skills, Time management, Math skills, Problem solving, Financial reporting, Compliance training

Industry

Banking

Description

FUNCTION: The Commercial Lending Administrative Assistant will provide administrative and office support to Commercial Loan Relationship Managers and the Commercial Loan Manage, and contributes to the overall efficient operation of the Commercial Loan Department. GENERAL DUTIES AND RESPONSIBILITIES: Assist commercial customers with their loan and deposit account requirements. Identify customer concerns and work with other departments in the Bank to maintain customer satisfaction. Serve as the liaison between the Relationship Managers, Credit, Loan Documentation, and other internal support departments. Verify availability of funds and disbursement requests for advances or pay-downs under lines of credit and/or commitments including construction draw requests. Review and/or process document files pre and post-settlement. Assist Relationship Managers with their daily overdraft report and process decisions. Assist Relationship Managers with the collection and monitoring of loan payments from the monthly delinquency report. Assist Relationship Managers with ongoing identification and correction of pending items from the Pending report. Assist Relationship Managers with contacting customers and requesting items from the Financial Exception Report Facilitate efficient workflow and overall organization of Relationship Manager's commercial loan portfolio including updating CRM software and coordinating loan closings (with customer, lender, attorney and/or title companies). Update Credit Department weekly regarding the Status of Approved Committee Loans Update quarterly SAC reports including but not limited to loans, deposits, credit and collateral analysis. Prepare outgoing correspondence as required for Relationship Managers. Prepare Commercial Loan Documents as need to support the Loan Documentation Department. Process and monitor Participation/SNC loans. Prepare monthly Sales Reports. Completes assigned compliance training in a timely manner and demonstrates ability to apply training to their duties and responsibilities. Assume other job-related duties as required. REQUIRED TRAINING, EXPERIENCE AND EDUCATION: Interpersonal skills to represent the Bank in a positive way when dealing with both internal and external customers. Must be proficient in various computer applications, including Microsoft Word and Excel. Previous commercial loan and/or customer service experience. Strong organizational and time management skills. Strong oral and written communication skills. Strong math skills. Ability to solve problems and work independently without supervision, except for complex situations. High school diploma plus four years of banking experience or equivalent. PREFERRED TRAINING, EXPERIENCE AND EDUCATION: Previous documentation experience. Previous administrative assistant experience. PA Notary Public

Responsibilities

The Commercial Lending Administrative Assistant provides administrative support to Relationship Managers and manages commercial loan documentation and portfolio workflows. They serve as a liaison between departments, process loan disbursements, and maintain accurate records in CRM software.