Sr. Commercial Sales Assistant - Broward or Palm Beach Cty Job Listing at Valley Bank in Fort Lauderdale, FL (Job ID 24-694)

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, 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.