BANKING ASSISTANT
On-siteHilton Head Island, South Carolina, United States
Job Summary
Manage client relationships and oversee the pre-closing, closing, and post-closing processes for commercial loans, real estate loans, lines of credit, and letters of credit. Initiate new loan opportunities and renewals in nCino, review closing documents for accuracy, execute funding and wire transfers, and process loan draw requests. Lead deposit account openings, maintain weekly and monthly reports, and manage financial statement and collateral exceptions. Provide exceptional day-to-day servicing to internal and external clients, acting as a primary resource to resolve complex matters while communicating proactively with the assigned Banker. Complete all required compliance training including BSA and Information Security. Work full-time Monday through Friday in-office on Hilton Head Island, SC, with pay commensurate to experience.
Required Qualifications
- Current experience in commercial banking
- Current experience in loan operations
- Current experience in client service
- Two or four-year degree
- High school or equivalent degree
- One to five years of banking experience
- Equivalent combination of education and experience
- Deep understanding of banking regulations
- Responsiveness with the ability to effectively prioritize work and deadlines
- Provides Exceptional Customer Service
- High Attention to Detail
- Organizational Skills
- Strong Ethics
- Strong analytical and problem-solving skills
- Excellent Written and Oral Communication Skills
- Knowledgeable in a wide range of Microsoft Office software applications
- Proficient with Fiserv
- Proficient with nCino
- Required knowledge of State and Federal Banking regulations and policies
- Ability to complete all required compliance training such as BSA, Information Security, and other job specific training
- Ability to work with highly sensitive and confidential information
- Ability to act as a resource to other internal staff
- Ability to complete diverse deadline driven tasks
- Full-time hours Monday through Friday
- In-office location on Hilton Head Island, SC
- Ability to operate standard office equipment
- Ability to communicate and perceive
- Ability to exert up to 10 pounds of force 5% of the time
- Ability to exert a negligible amount of force approximately 95% of the time
Desired Qualifications
- Two or four-year degree preferred
- Proficient with other necessary bank platforms
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