Executive Adminsitrative Officer

SCOPE

You provide market support to commercial & agricultural lenders by coordinating activity in support of the credit approval & documentation processes as well as supporting bank customers providing service in account management, operations, documentation, customer service & technical support. You also provide support to consumer lenders. You provide the support & care to create an AMAZING client experience!

• You possess an excellent knowledge & understanding of bank loan policies & procedures, regulations, compliance standards, loan documents, title work, appraisals & organizational documents.
• You coordinate the process of closing new loans & renewals with the lender to ensure that necessary items are requested & received in order to properly close the loan. This includes the following:
• You manage the maturing notes report to anticipate loan renewals. Review file for document deficiencies & work with the lender to request necessary information from the borrower. Coordinate/Create annual financial information request letters for Lenders.
• You request credit presentations from credit analysts. Ensure all information needed to complete the review is provided.
• You work with Title Companies to obtain preliminary & final title policies, review title work for accuracy prior to closing & create a pre-closing markup to be completed at loan closing. Review Final Title work to markup & review with lender for accuracy to ensure the Bank’s mortgage is in the proper position.
• You complete the appraisal or evaluations request.
• You complete & review UCC lien searches (Pre-close, Post Close & annual as needed).
• You request loan document packages from Loan Operations, review documents for accuracy & assemble closing loan document package for lender.
• You prepare extensions or change in term forms as needed.
• You manage construction loans & draw requests for the market.
• You schedule & assist with loan closings as requested by lender.
• You submit loans to Loan Operations after closing, review loans in the core banking system for accuracy & scan loan documents.
• You track & follow up on post-closing items such as recorded mortgages, final title work, lien cards & assignments of life insurance. Complete post filing UCC searches & review to ensure proper filing & lien position.
• You qualify new loans for FHLB.
• You create & maintain consistent & organized loan files according to bank standards. Scan all documents received. Move old information to transfer files per procedures. Complete loan file checklist.
• You perform services for clients including, but not limited to, advances, payments, wire transfers & account inquiries.
• You review & manage loan ticklers, create ticklers for new loans, update or remove ticklers for all documents received, print tickler list & review with lenders.
• You coordinate information needed to present to lender to determine if collateral should be released when loan is paid. Create Loan Change Forms, satisfactions & prepare lien cards for release as needed.
• You provide support to consumer lenders on file management, scanning & ticklers.

• You complete correspondence & assist in schedule management for market leader & commercial/agricultural lenders. Assist with Board or Executive reports for the branch as needed.
• You provide clerical services to the lending officers such as drafting correspondence, creating spreadsheets, making copies, filing & scanning documents.
• You answer client inquiries on bank products, services, accounts & policies; promote cross selling; research & correct account discrepancies.
• You provide other market support to the market leader as assigned.

• You are required to achieve referral results based on annual targets communicated by supervisor.
• You comply with organization policies, systems, process & procedures with a strong commitment to the overall direction & focus of the organization.
• As a part of the overall team of bank employees, you may be requested to assist in the support of other bank activities.
• You promote the AMAZING positive & energetic environment at Profinium by embracing our Purpose, Pledge & Pursuits (P3’s) & Core Values to guide your behavior.

• Attention to Detail
• Adaptability
• Customer Orientation
• Verbal & Written Communication
• Self-Driven
• Time Management
• Technology Driven
• Problem Solver
• Teamwork
• Initiative / Reliability
• Judgement
• Flexibility

• You value client experience & are capable of committing to a team culture like no other!
• You take pride in providing a quality product & having fun along the way!
• You have a High School Diploma or equivalent
• You have a 2 or 4 year post-secondary degree OR
• You have 2-4 years of related experience OR
• You have the equivalent combination of education & experience
• You have numerical aptitude
• You have the ability to maintain confidentiality
• You have the skills needed in a typical office environment, including computer skills & utilization of office…