Administrative Assistant - Commercial Lending
Company: Civista Bank
Posted on: May 14, 2022
Position Purpose:The Commercial Lending Administrative Assistant is
responsible for providing support to the Commercial Lender in
servicing of the existing loan portfolio and with new loan
requests. Essential duties include acting as the primary customer
service contact for commercial loan customers, assisting in the
loan application process through approval, monitoring and updating
portfolio reports, and maintaining borrower credit files by
collection of financial statements.Key Accountabilities,
Responsibilities, and Expectations:--- The Commercial Lending
Administrative Assistant will assist commercial customers with
servicing activities such as line of credit draw requests, check
requisitions, payments, deposits, wire transfers, and other various
inquires. In addition, this individual is responsible for
processing construction draw requests which will require ordering
inspection reports, title endorsements, collecting lien waivers,
and reviewing cost budgets.--- The position provides administrative
support to Lenders with new loan applications by preparing loan
proposal letters, beginning Loan Presentations, pulling credit
bureau and market research reports, packaging financial information
to support loan requests and some commercial loan processing.---
The individual is responsible for monitoring and updating portfolio
reports, maturity reports, and exception reports on a monthly
basis.--- The Commercial Lending Administrative Assistant will
assist in maintaining borrower credit files by preparing financial
request letters, tracking the receipt of tax returns and financial
statements, and ensuring they are received by the Operations
Department at Howard Drive.--- Loan modifications and extensions
are processed through Loan Operations and in some cases require the
internal Legal Department for documentation. The Commercial Lending
Assistant will work with Operations and/or Legal to order necessary
documents for extensions and modifications as well as provide all
due diligence requirements to support the approval.--- The position
also performs varied administrative duties such as answering
phones, faxing, scanning, scheduling, and event coordination..
Qualifications, Knowledge and Skills:
- Minimum high school diploma with related work experience.
College degree preferred.
- Must be detail-oriented and well organized.
- Strong communication skills, both written and verbally, and
excellent customer service skills required.
- High level of confidentiality required.
- Interpersonal skills including courtesy, tact, and diplomacy as
giving and obtaining information may require some discussion of a
sensitive or personal nature.
- Must be able to manage multiple responsibilities simultaneously
in a fast-paced environment.
- Excellent PC Skills, including strong proficiency in all
Microsoft Office applications.
- The Commercial Lending Administrative Assistant will also be
cross-trained to assist the Commercial Lending Loan Closer as
- Ability to read and understand basic financial statements and
tax returns.Pay Transparency Nondiscrimination Provision:
Employer EEOC M/F/D/VThis Position Description is not a complete
statement of all duties and responsibilities comprising this
position.Nothing in this job description restricts management's
right to assign or reassign duties and responsibilities to this
position at any time.PI174158407
Keywords: Civista Bank, Akron , Administrative Assistant - Commercial Lending, Administration, Clerical , Akron, Ohio
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