Sr Commercial Banking Asst
First Bank

Job Info

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Position Details

Commercial Banking Assistant

A Commercial Banking Assistant ensures the accuracy, timely processing, and completion of loan documents; up to and including all documents and due diligence reports associated with each credit facility, and works daily with both loan and deposit customers resolving issues satisfactorily.
What You Will Be Doing

• Assisting in the creation and maintenance of credit and legal files for the loan department
• Completing Loan Input Worksheets, inputting CIF information for new borrowers and guarantors, and copying documents for lender files; sending original files to Loan Servicing
• Reviewingdepartmental reports along with other necessary and pertinent reporting to ensure accurate and complete information is added to systems and files; assist with follow-up items on an ongoing basis for exception items
• Preparing loan draws when needed; wire transfers and deposit account transfers
• Following up on exception items, obtain borrower financial statements and other borrower reporting requirements
• Working with relationship managers and customers to open the appropriate DDA accounts to suit the customer's needs; answer customer phone calls and service customer deposit accounts
• Following up with customers to ensure that services are set up in a timely manner
• Cross-selling additional products to customers as the opportunity presents itself
• Transferring funds to and from customer accounts upon request; complete wire transfers as instructed and handle line of credit disbursements and pay-downs with appropriate authorization
• Providing customer service functions with regard to commercial loan accounts including stop payments, loan referrals, ordering checks, establishing credit cards, etc.
• Opening CDs and track CD maturity dates for further customer follow up
• Balancing Cash Items Report, Overdraft Report, and send in Activity Reports
• Performing various administrative responsibilities for the Loan Group Manager, Branch President and Relationship Managers including, but not limited to: opening, sorting, and distributing mail, processing invoices, and creating and typing correspondence

What Do You Need for this Position?

High school diploma or general education degree (GED) required, some college preferred; and 1-2 years commercial or retail deposit product knowledge, along with loan experience and/or training; or equivalent combination of education and experience

Minimum of 1-2 years of administrative assistant experience required

PC proficiency in a Windows environment is required; working knowledge of Word and Excel strongly preferred

Minimum 6 months previous customer service experience

Excellent organizational skills and attention to detail

Friendly and strong orientation towards customer service, a must

About Us

Be a part of a growing company that is truly committed to its employees and clients. Consider joining the First Bank family. As a member of our family, you are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past 100 years and look forward to a bright and promising future.
Diversity

At First Bank one of our biggest strengths is the diversity of our people. Our mission is to capitalize on the diversity of our associates and promote personal and professional development throughout every area of the organization. We encourage diversity by actively seeking employees from various backgrounds, walks of life, and job skills. We strongly encourage you to apply whenever a First Bank job opportunity interests you.

First Bank is a VEVRAA Federal Contractor and an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected Veteran status.

Attn: Applicants interested in a San Francisco based position: First Bank will consider qualified applicants with a criminal history in a manner consistent with the San Francisco Fair Chance Ordinance.

Additional Details

None

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