Commercial Sales Assistant - Ft. Lauderdale, FL - Valley National Bank
Fort Lauderdale, FL 33301
About the Job
Responsibilities include, but are not limited to:
* Assist lenders and management in administrative functions relating to loan clients and portfolio management.
* Data input into Salesforce and nCino for pipeline management and to initiate credit requests, including preparing credit file documents for submission to the centralized credit file.
* Prepare weekly report of delinquent accounts for loan officers. Will prepare, update, and coordinate departmental reports.
* Portfolio management support (e.g., financial statement gathering and submission to the centralized credit file).
* Maintains knowledge of each officer's loan portfolio.
* Customer service support (customer problem resolution, sales support). Answer routine inquiries from customers.
* Follow up on past due payments, overdrafts, and expired lines of credit.
* Process loan payments, draws on lines of credit, payoffs, and credit advances, as necessary.
* Daily administrative duties (phones, office supplies, travel, meetings, mail distribution).
Required Skills:
* Strong interpersonal skills as well as verbal and written communication skills.
* Ability to prioritize and organize assignments.
* Ability to handle multiple tasks simultaneously.
* Intermediate PC skills using Microsoft office applications.
Required Experience:
* High School Diploma or GED and at minimum up to 3 years of related experience.
* Work experience in loan/credit environment preferred.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
* Assist lenders and management in administrative functions relating to loan clients and portfolio management.
* Data input into Salesforce and nCino for pipeline management and to initiate credit requests, including preparing credit file documents for submission to the centralized credit file.
* Prepare weekly report of delinquent accounts for loan officers. Will prepare, update, and coordinate departmental reports.
* Portfolio management support (e.g., financial statement gathering and submission to the centralized credit file).
* Maintains knowledge of each officer's loan portfolio.
* Customer service support (customer problem resolution, sales support). Answer routine inquiries from customers.
* Follow up on past due payments, overdrafts, and expired lines of credit.
* Process loan payments, draws on lines of credit, payoffs, and credit advances, as necessary.
* Daily administrative duties (phones, office supplies, travel, meetings, mail distribution).
Required Skills:
* Strong interpersonal skills as well as verbal and written communication skills.
* Ability to prioritize and organize assignments.
* Ability to handle multiple tasks simultaneously.
* Intermediate PC skills using Microsoft office applications.
Required Experience:
* High School Diploma or GED and at minimum up to 3 years of related experience.
* Work experience in loan/credit environment preferred.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Source : Valley National Bank
