What are the responsibilities and job description for the Administrative Assistant - Commercial Lending position at INTRUST Bank NA?
At INTRUST Bank, principles and performance go hand in hand. We hire for character and commitment because we believe a focus on values contributes to a healthy and positive culture where employees are celebrated for their individual potential, unique talents are further developed, and positive relationships are fostered. This philosophy has guided us for more than 140 years, and the tradition continues today.
Job Summary: Assist designated bank lender(s) in a broad range of administrative and operational duties that spans all aspects of banking. Strict standards of confidentiality must be maintained. Promotes and fosters teamwork across all areas of INTRUST and is focused on delivering a high level of customer service to all. Must maintain strict standards of confidentiality, and perform duties in a manner supporting INTRUST’s Character Qualities.
Essential Functions:
- Coordinates the daily administrative and clerical workflow for both conventional small business lending and commercial lending activities into and out of the department to ensure that all work is accomplished promptly, efficiently, and accurately, and that all loans are in conformity with terms as approved.
- Establishes and maintains good working relationships with customers and prospects.
- Assists in the preparation of loan documents and loan closings for both conventional small business lending and commercial lending activities, and perform advances, pay-downs, and other loan-related activities on behalf of commercial lenders within limitations of approved loan terms and credit authority of individual lenders.
- Coordinates and ensures accurate and timely closings.
- Serves as the primary liaison between the designated lenders and Loan Documentation and Loan Operations departments, and otherwise coordinates with other departments, lines of business, and external vendors and service providers.
- Helps designated lenders monitor and maintain commercial banking relationships and bank’s files by providing customer service, obtaining financial data and other documentation, assisting with collection of overdrafts and past due payments, etc.
- Drafts and types documents, agreements, and correspondence, establishes and maintain files and records, develop and prepare reports.
- Performs other duties as assigned.
- Maintains a working knowledge of INTRUST Bank’s computer systems and the ability to input and retrieve data there from.
Education and Experience: High school diploma or equivalent. 2 years secretarial, administrative, commercial lending support, or banking experience is required.
Required Skills and Knowledge: Personal computing skills required, specifically including but not limited to the ability to use Microsoft Word, PowerPoint, and Excel proficiently. 10-key is required. Must have a good understanding and awareness of banking fundamentals, commercial lending practices, regulatory requirements, bank policies and procedures, internal bank organization, and the ability to prioritize and accurately perform multiple and varied tasks within limited time frames.
Required Licenses and/or Certifications: None.
Physical Demands: Occasional lifting up to 25 pounds; ability to stoop and bend; must be able to sit and or stand for long periods of time, as required by job duties.
Working Conditions: Normal office environment.
This job description summary is not intended to be an employment contract, nor is it intended to state or imply these are the only activities to be performed by the employee occupying this position. Employees will be required to follow any other duties as assigned or requested by their supervisor.
INTRUST Financial Corporation and its subsidiaries, including INTRUST Bank, are Equal Opportunity Employers whose policy is not to discriminate unlawfully against any qualified employee or applicant for employment on the basis of protected military or veteran status, disability, race, color, religion, sex, age, national origin, pregnancy, genetic information, sexual orientation, gender identity, or any other classification protected by applicable local, state or federal law; except where an individual’s protected category constitutes a bona fide occupational qualification.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)