BANKING ASSISTANT
On-siteHilton Head Island, South Carolina, United States
Job Summary
Lead 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, and execute funding for closings while initiating wires. Manage financial statement and collateral exceptions, order appraisals, and maintain weekly and monthly reports. Initiate new deposit account openings and complete required documentation with Banker approval, while staying informed on Treasury services to recommend new offerings. Act as a primary resource to resolve complex and simple client matters, clearly communicating with clients as directed by the assigned Banker. Provide general day-to-day servicing to exceed client expectations and ensure timely completion of all required compliance training.
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
- Self-Motivated
- Team Player
- Responsiveness with the ability to effectively prioritize work and deadlines
- 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
- Timely completion of all required compliance training such as BSA
- Timely completion of all required compliance training such as Information Security
- 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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