Performs a wide variety of clerical and administrative support to Commercial Loan Officers.Coordinates the processing of approved new commercial loans, letters of credit, extension, modification, and deferral agreements, loan advances, and any other documentation as necessary.Provides backup support to other loan and administrative assistants when necessary.Exercises independent judgment under moderate supervision.Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations. Coordinate the processing of approved new commercial loans, letters of credit, extension, modification and deferral agreements, loan advances, and any other documentation as necessary.Report any exceptions promptly and prior to disbursement. New Loans: Order flood certifications, appraisals, pest inspections, title insurance, UCC searches, and surveys as needed. Review loans in process for accuracy, technical exceptions and adherence to policies, laws and regulations; reports exceptions to immediate supervisor and/or commercial loan officer. Close loans and disburse loan proceeds. Ensure documents are recorded and legal filings complete. Follow up on documentation exceptions and/or any outstanding items such as financial statements or evidence of insurance.Extension, Modification, and Deferral Agreements: Prepare new documents and present to commercial loan officer for review. Maintain follow-up system to ensure documents are returned in a timely manner. Update records and verify that files are complete and accurate. Loan Advances: Ensure loan advances are handled accurately, according to instructions and in keeping with policy; report exceptions to the commercial loan officer and immediate supervisor.

Recruiting, agent training, management of office operations, executive communications/scheduling, research/ implementation of office technologies, paperless transaction management, marketing/advertising research, client relations review.

Management: Hiring, promoting, discipline, terminating, scheduling, training, developing, performance monitoring, and directing· Responsible for work flow assignments, overall work quality and product output for lending assistants supporting the Lending team· Acts a liaison to Operations Management for training opportunities of Lending Assistant staff· Directly supervises, manages credit risk through documentation and monitoring, retaining accountability for all aspects of loan from inception through payoff.· Coordinates loan documentation with various parties including title companies, attorneys and appraisers and/or loan document processors.· Prepares and reviews complex loan documentation to ensure compliance with credit approval with respect covenants, definitions, testing periods, and includes processing, administration and closing. Resolves problems related to content of documentation.· Conducts loan closings and disbursement of funds.· Prepares and maintains construction loan records including construction draws, floor plans, and letters of credit.· Prepares and funds construction loan advances in accordance with loan requirements and credit approvals.· Issues advances on line of credit loans in accordance with loan requirements and credit approvals.· Files and releases financing statements and real estate mortgages.· Prepares past due reports/notices and extensions and/or modifications of mature loans that may be complex.· Answers customer inquiries regarding payment amounts on accounts/loans and other credit information, and resolves associated problems.· Assists customers with financial statements and review the same for covenant testing and compliance on behalf of lenders.· Computes interest and payments that may be complex.

Supports Commercial Banking teams and/or Business Banking teams and/or Market Sales Leader in the sales, servicing and management of business clients and commercial loan portfolios. Assist in identifying and selling loans and essential services to customers and prospects. Accurately prepare and process loan approval and closing documents, clear loan documentation deficiencies, provide ongoing servicing of the portfolio, maintenance past due accounts and resolve customer account problems. Provide ongoing sales support to the CB/BB including identifying sales and cross sell opportunities (by reviewing personal financial statements, tax returns, etc.), coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required.Originates, processes and ensures accuracy of loan documentation for closings; Including (but not limited to) entering client relationship and financial information into BOSS, relationship summary, commitment letters, attorney letter, processing loan disbursements, ensures that all necessary documentation is included in loan packages prior to closing (i.e. EPA, appraisal and exception approvals, etc.); attends closings as directed by the CB/BB.Maintains ongoing credit servicing of the portfolio, including (but not limited to) resolving documentation exception issues within 90 days; maintaining service levels; updating financial statements; ensuring credit files and BOSS are properly documented, organized correctly and up to date with required documentation; preparing files for all portfolio reviews. Run reports to track maturing lines/loans and service levels.Consistently follow up on portfolio past dues to ensure they remain current as per company expectation; initiates and maintains customer contact during the process; maintains reporting of past due loans and engages the appropriate business partner/manager for timely resolution.

Provides appropriate assistance to loan customers. Responsible for processing customer transfers. Sets up and updates loan files to ensure the Bank has timely and accurate financial information. Monitors customer business and personal financial statements to maintain compliance with borrower loan/letter agreements. Monitoring may be done on a monthly/quarterly/annual basis. Reviews collateral exception reports; works to clear exceptions to ensure the Bank has a properly perfected lien position. Assists in resolving daily customer overdraft issues. Prepares loan approval sheets and presentations/proposals for Loan Officer presentation. Generates and reviews loan documents and obtains signatures for loan closing. Exercises awareness in regard to suspicious activity, money laundering or fraudulent behavior as it relates to cash transactions, new account relationships, international wires and overall transaction activity/documents any such behavior/ SAR, adhered to banking and FDIC regulations

time management, lead generation and tracking, maintain conversion rates, application processing and development, lead/client communication, database management, social media development and implementation, client/referral partner communication, team leader management, marketing strategist- development and implementation, insure confidentiality protocols and legal security necessary for sensitive client information, coordination and scheduling of meetings, luncheons, conferences rooms, and calendars, handle multiple competing priorities.

Managed a book of business, procured additional business for branch, maintained existing accounts and relationships, met and exceeded required sales goals, notary, adhered to FDIC and banking regulations.

Processed consumer and commercial transactions, ensured successful client relations, met and exceeded required sales goals, acquired and maintained new accounts, adhered to FDIC and banking regulations.

Processed consumer and commercial transactions, marketed to small businesses, maintained accounts, performed administrative duties, met and exceeded required sales goals, adhered to FDIC and banking regulations.