Commercial & Industrial Relationship Assistant
Job Type: Full Time
Location: Malvern, PA
Department: C&I Lending
Position Summary:
Responsible for providing direct support to the Commercial & Industrial Lending unit for the customer service and processing of loan and deposit products through the entire customer life cycle; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Qualifications Required:
- Bachelor’s degree in Finance or related field; or equivalent work experience
- Knowledge of banking systems including primary database and online systems
- Minimum of 3 years experience in a commercial lending environment
- Strong computer skills (MS Office, etc.)
- High degree of attention to detail and ability to multitask
- Flexible approach to new assignments
- Notary Public (or the ability to become one
Essential functions and responsibilities:
- Valid Driver’s License
- Provides service support to 3-5 commercial loan officers by assisting with all client servicing needs
- Performs diverse, advanced and confidential administrative support functions
- Services internal and external customers with excellent customer service which includes answering customer queries and completing administrative work to process loan and deposit requests
- Support the sales process and development prospecting of Relationship Managers including managing prospect lists and organizational tasks
- Performs insurance due diligence / reviews for C&I Loans
- Ensures compliance to government regulations and bank policies and procedures
- Provides external customer support for inbound servicing inquiries related to any of the client’s accounts
- Assists document prep unit around loan closings and related documentation activities
- Facilitates and occasionally attends loan closings. Performs role of backup relationship manager. Effectuates communication with customer in this role
- Works closely with the Information Manager to update and populate the tickler system
- Facilitate and administers internal processes around loan administration such as financial information gathering, and other tickler system maintenance
- Demonstrates and promotes Meridian Bank’s Core Values: Our Partners, Our People, Our Bank and Our Communities
- Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
- Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
- Communicates with management and coworkers in order to integrate goals and activities
- Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank’s compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
- Other duties as assigned
Success factors/job competencies:
- Organizational and time management skills
- Ability to work with little or no supervision
- Advanced administrative and analytical skills
- Excellent interpersonal and communication skills
- Timely and regular attendance
- Completes work in a timely manner
- Actively seek coaching
- Ability to work as part of a team in a fast-paced work environment
Application Access:
- Jack Henry
- CRM
Physical demands, work environment, and location:
- Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
- Work environment: The noise level in this environment is minimal
- Location: Various Meridian Bank locations as assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc
Equal Opportunity Statement
- Meridian Bank is an Equal Opportunity Employer
Performance standards:
- Annual review
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