Must have the following in order to apply:
- Associate's degree
- Four (4) years of experience
Preferred Qualifications:
- CAM License preferred
- Previous retail account or loan documentation experience
- U nderstanding of financial institution products and services
- A bility to organize and manage multiple priorities
- P roof-reading skills and attention to detail
- Able to communicate written or verbally
- Moderate computer proficiency, with the ability to learn more complex programs and spreadsheets
Skills:
- Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc.
- Ability to communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization
- Ability to communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
- Ability to apply concepts such as fractions, ratios, and proportions to practical situations
- Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists
- Ability to interpret a variety of instructions furnished in written, oral, or diagram formats
- Intermediate: Accounting, Alphanumeric Data Entry, Spreadsheet, Word Processing/Typing
- Basic: 10-Key, Database, Presentation/PowerPoint
Required Screenings:
Background Checks; Credit Checks.
Job Description:
The Association Banking ("AB") Assistant is responsible for assisting AB Portfolio Managers, and AB Relationship Managers. This position will review retail account opening information, and loan files to verify that data is complete and meets established standards, process daily overdraft and exception items, and process documentation of loans and extensions. This role processes additional AB paperwork, runs reports, distributes reports and other documents, and may communicate with AB clients via email, phone, or in person.
Duties and Responsibilities:
Perform daily deposit account and servicing functions, including account openings, exception processing, fraud monitoring, transaction processing through FTM, fee reversals, account transfers, and resolution of account-related inquiries and research requests
Review retail account and loan document packages for completeness, accuracy, and compliance with established requirements; identify, track, and resolve document exceptions through the CenNet ticketing system
Prepare reports related to loan document exception, or account opening exceptions. Communicate with clients related to items needed to clear noted exceptions
Order internal or external loan documents through the appropriate process. Review and determine completeness and accuracy of the loan documents when received
Assist with review and preparation of DocuSign packages. Monitor outstanding requests, and re-send DocuSign packages when needed
Receive and respond to internal and external inquiries related to retail accounts existing loans. Refer more complex inquiries to the appropriate party for resolution
Communicate with AB clients via email, phone, or in-person
Support basic loan processing functions, including ordering Customer Identification Program (CIP) documentation and related loan servicing tasks
Manage internal and external research requests, including statement retrieval, account inquiries, and error resolution
Upload, index, and maintain loan documentation in nCino and DocMan, while communicating with clients to obtain missing acco