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Senior Administrative Assistant

Company: Dollar Bank
Location: Cleveland
Posted on: June 25, 2022

Job Description:

Job Description The Private Banking Department provides the Bank's products and services to upscale individuals in a highly personalized, professional, and timely manner. The incumbent will perform various administrative duties to provide consistent, high-quality service to these individuals and will also contribute to departmental goals and objectives by assisting officers in managing customer relationships and achieving individual goals. Qualifications: * High School Diploma/GED required. College Degree preferred. * Minimum of 3 years banking/loan administrative experience required * Private banking experience preferred. * Ability to effectively manage workload and set priorities with minimal supervision. * Ability to work under pressure and meet deadlines. * Excellent oral and written communication skills. * Excellent customer service skills. * Knowledge and understanding of commercial loan system, Bank's products, services, policies and procedures. * Ability to apply job knowledge and good judgment to problem solving/decision making situations. * Good typing and proofreading skills; attention to detail a must. * Must be proficient in Microsoft Word and Excel (Candidate will be tested.) Principle Activities and Duties: * Assists several senior lenders in the preparation of credit proposals by ordering appraisals, credit, property and flood reports, verifying deposit and loan account balances and other financial statement information. * Prepares loan documentation. Follows up for receipt of requested/required information. * Prepares commercial loan system input worksheets to establish new accounts and service existing accounts. * Creates and maintains credit files, including scanning and indexing all credit files into Nautilus. * Coordinates the opening and servicing of liability product accounts with branches and Private Banking transaction centers. * Performs servicing and maintenance of accounts/relationships. * Interacts with other departments, particularly Credit, Loan Operations and Private Banking transaction centers to respond to customer inquiries and requests. * Composes routine correspondence. * Performs other duties, as necessary. Physical Requirements and Working Conditions: Perform sedentary to light work (able to lift up to 20 pounds from floor to waist, and/or a negligible amount of force constantly to lift, carry, push, pull, grasp, or otherwise move objects). See, hear, talk and perform tasks requiring manual dexterity and visual acuity; sit, stand, walk, crouch, reach, pull, push and other similar, repetitive tasks requiring physical activity. Able to operate standard office/computer equipment such as photocopiers, fax machines, computers, iPads, scanners, calculators, etc. Note: Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time.

Keywords: Dollar Bank, Cleveland , Senior Administrative Assistant, Administration, Clerical , Cleveland, Ohio

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