Sr. Commercial Sales Assistant - Broward or Palm Beach Cty - 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, update, and coordinate departmental reports as well as weekly report of delinquent accounts for loan officers.
* Portfolio management support (e.g., financial statement gathering and submission to the centralized credit file).
* Maintains knowledge of each assigned loan officer's portfolio.
* Customer service support (customer problem resolution, sales support). Handles more complex inquiries and loans.
* Follow up on past due payments, overdrafts, and expired lines of credit.
* Daily administrative tasks and duties (phones, office supplies, travel, meetings, mail distribution).
* Process loan payments, draws on lines of credit, payoffs, and credit advances, as necessary.
* Assist manager by training and mentoring new or junior level Sales Assistants to ensure consistency with workflow and processes.
* Participates in corporate initiatives to continuously improve processes and efficiencies.
Required Skills:
* Excellent Interpersonal skills as well as verbal and written communication skills.
* Strong PC skills using Microsoft office applications as well as Bank's core system, nCino and Salesforce software.
* Highly proficient in all areas of customer service, organizational skills, data input, time management and handling multiple tasks simultaneously.
Required Experience:
* High School diploma or GED and minimum of 5 years of related experience in loan/credit environment.
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, update, and coordinate departmental reports as well as weekly report of delinquent accounts for loan officers.
* Portfolio management support (e.g., financial statement gathering and submission to the centralized credit file).
* Maintains knowledge of each assigned loan officer's portfolio.
* Customer service support (customer problem resolution, sales support). Handles more complex inquiries and loans.
* Follow up on past due payments, overdrafts, and expired lines of credit.
* Daily administrative tasks and duties (phones, office supplies, travel, meetings, mail distribution).
* Process loan payments, draws on lines of credit, payoffs, and credit advances, as necessary.
* Assist manager by training and mentoring new or junior level Sales Assistants to ensure consistency with workflow and processes.
* Participates in corporate initiatives to continuously improve processes and efficiencies.
Required Skills:
* Excellent Interpersonal skills as well as verbal and written communication skills.
* Strong PC skills using Microsoft office applications as well as Bank's core system, nCino and Salesforce software.
* Highly proficient in all areas of customer service, organizational skills, data input, time management and handling multiple tasks simultaneously.
Required Experience:
* High School diploma or GED and minimum of 5 years of related experience in loan/credit environment.
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
Source : Valley National Bank