Commercial Credit Administrative Assistant
$36,254–$45,302 year
On-siteJeffersonville, New York, United States
Job Summary
Digitally catalog, organize, and maintain commercial credit files in the bank's document management system while tracking borrower financial statements and covenant reporting deadlines. Prepare request letters to commercial borrowers, receive and file financial statements, and update internal tracking reports for newly approved and paid-off loans. Perform accurate data entry into bank systems, verify information for completeness before processing, and notify lenders of missing or overdue documentation. Provide general administrative support by preparing correspondence, scanning documents, answering telephone calls, and assisting with special projects as assigned. Work full-time in an office setting in Jeffersonville, NY.
Required Qualifications
- 100% in office - Jeffersonville, NY
- General office administrative procedures
- Document management and filing practices
- Basic understanding of banking documentation and confidentiality requirements
- Proficiency in Microsoft Word and Microsoft Excel
- Strong organizational and time management skills
- Excellent attention to detail and accuracy
- Data entry with a high degree of precision
- Ability to prioritize multiple tasks and meet deadlines
- Effective written and verbal communication skills
- Ability to maintain confidential information
- Strong customer service orientation when working with internal staff and commercial customers
- Ability to work independently while also functioning as part of a team
- High school diploma or equivalent
- Two years of administrative, clerical, banking, or office support experience
- Experience using Microsoft Word and Excel
- Experience with document management, filing systems, or data entry
- Ability to lift or move files and office materials up to 20 pounds
- Manual dexterity to operate standard office equipment
Desired Qualifications
- Associate degree in Business Administration, Finance, Accounting, or a related field
- One or more years of commercial banking, lending support, credit administration, or loan operations experience
- Experience working with electronic document management systems
- Familiarity with commercial loan documentation and financial statements
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