Administrative and clerical jobs encompass a range of office-based roles that are essential for the smooth functioning of organizations. These positions often involve tasks such as data entry, managing correspondence, scheduling appointments, and maintaining records. Key features of administrative/clerical jobs include strong organizational skills, attention to detail, and proficiency in office software. Employees in this field are typically great communicators and are able to multitask effectively in a fast-paced environment. Though duties can be diverse, they all contribute to the administrative support structure of a business.
1: Gathers loan information and completes loan applications. Obtains necessary information for the Commercial Lending Officers (appraisals, abstracts, title opinions, CIP, etc. ) to ensure loans are closed by the targeted close date. Reviews loan documentation prior to closing, ensuring that all required documents have been prepared.
May perform loan closings. Reviews documents after closing and follows up if necessary to obtain additional documentation. ACCOUNTABILITY 2: Maintains loan file documentation by constantly monitoring and addressing technical exceptions to keep files current and in compliance. Inputs new loan, extension/modification, and past due comments on a routine basis.
Performs account maintenance on behalf of the Commercial Lending Officers and/or as requested by the customer. ACCOUNTABILITY 3: Prepares reports and compiles information for the Commercial Lending Officers by using various bank programs, Excel, Word, and other programs as needed.
ACCOUNTABILITY 4: Provides general administrative support for the department, which includes, but is not limited to, setting-up appointments, taking customer calls, addressing customer request, etc. ACCOUNTABILITY 5: Provides high quality, personalized customer service to ensure customer satisfaction and retention by responding to customer inquiries accurately and in a timely manner. Researches customer inquiries
and assists in finding resolution to the customer's product and service related issues.
ACCOUNTABILITY 6: Provides, or coordinates with colleagues, personal banking support to commercial customers including opening and closing accounts, consumer loans requests, and performing general account maintenance. SECONDARY DUTIES AND RESPONSIBILITIES: Complies with the bank's policies and procedures, and federal and state laws/regulations Provides back-up support to other commercial assistants as coverage necessitates Participates actively in civic and community activities to enhance the bank's image and visibility Performs other duties as assigned EDUCATION & EXPERIENCE High School Diploma Consumer lending/personal banking knowledge and experience a plus Bank loan and deposit product knowledge Experience providing face-to-face personalized customer service Experience using Microsoft Office (Word, Excel, Power Point) and other bank systems OTHER REQUIREMENTS Maintain a high level of professionalism and positive attitude while representing the bank and Commercial Lending Officers Initiative to get things done timely and accurately Ability to anticipate the Commercial Lending Officer's and customer's needs Ability to prioritize and manage multiple requests, while maintaining structure to ongoing duties Strong attention to detail and accuracy, and organizational skills Excellent communication skills (verbal, written, grammar, spelling) Builds strong relationships with internal and external customers Sound judgment and problem solving skills Flexibility to adapt quickly to changing priorities Maintains customer confidentiality
Administrative/clerical jobs involve a range of office support and secretarial roles that are crucial to the smooth operation of any business or organization. These positions typically include tasks such as data entry, managing correspondence, scheduling appointments, answering phones, and maintaining files. Employees in these roles must be organized, proficient in various office software, possess strong communication skills, and be capable of multitasking. Key traits for success in administrative and clerical jobs include attention to detail, reliability, and the ability to work both independently and as part of a team. These roles often serve as the backbone of a company, ensuring efficient workflow and supporting other departments.
