Business Banking Assistant

MetaBank - Sioux Falls, SD (30+ days ago)3.7


Job Summary:
Provides support for the commercial and retail lending department in the preparation and processing of loan documents.

Essential Job Functions:
Liaison between customer, lender, and operational support areas of the commercial lending department.
Possesses strong internal/external customer service skills and able to maintain good rapport with customer base.
Services, advises and refers customers on DDA accounts, analysis statements, and other cash management services.
Provides administrative support for lending staff, analysts and market president.
Prepares commercial and retail loan documentation for closings.
Completes loan modifications.
Processes draws for construction accounts and issues lien waivers.
Type correspondence and comments as needed for customer files.
Maintains commercial and retail loan files in compliance with policy and procedures.
Manages daily banking activity for customers including problem resolutions, funds transfers, pay downs, advances, etc.
Handles documentation exception and financial statement tracking.
Maintains tickler system for annual financial statements, tax returns, etc.
Accepts and processes payments and advances for commercial and retail loans and lines.
Responsible for preparing packets for the credit committee.
Participates in community or other service programs to develop and maintain goodwill.
Identifies customers' needs and presents products and services that meet those needs.
Completes sales transactions or refers customers to appropriate bank associates.
Accomplishes these duties while following bank policies and procedures.
Makes consistent cross selling efforts with customers in the office on a daily basis.
Completes and compiles HMDA tracking information for new loans, withdrawn and denied loans.

Job Qualifications:
Associate’s degree or equivalent combination of education and experience required.
Registered Notary Public, a plus.
Certain markets may require agricultural, commercial, retail and/or personal loan assistant capabilities/experience.
MetaBank is an Equal Opportunity Employer/Disabled/Veterans

Note: Management reserves the right to assign or reassign functions and responsibilities to this job description at any time.