Valley Bank Job - 50453299 | CareerArc
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Company: Valley Bank
Location: Fort Lauderdale, FL
Career Level: Entry Level
Industries: Banking, Insurance, Financial Services

Description

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).


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