Commercial & Industrial Relationship Assistant - Malvern, United States - Meridian Bank

Meridian Bank Malvern, United States

2 weeks ago

Banking / Loans

Description

Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers.

Member FDIC | Equal Housing Lender

Position summary: Responsible for providing direct support to the Commercial & Industrial Lending unit for the customer service and processing of loan and deposit products through the entire customer life cycle; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Qualifications required:

Bachelor's degree in Finance or related field; or equivalent work experience
Knowledge of banking systems including primary database and online systems
Minimum of 3 years experience in a commercial lending environment
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Flexible approach to new assignments
Notary Public (or the ability to become one)

Essential functions and responsibilities:

Valid Driver's License
Provides service support to 3-5 commercial loan officers by assisting with all client servicing needs
Performs diverse, advanced and confidential administrative support functions
Services internal and external customers with excellent customer service which includes answering customer queries and completing administrative work to process loan and deposit requests
Support the sales process and development prospecting of Relationship Managers including managing prospect lists and organizational tasks
Performs insurance due diligence / reviews for C&I Loans
Ensures compliance to government regulations and bank policies and procedures
Provides external customer support for inbound servicing inquiries related to any of the client's accounts
Assists document prep unit around loan closings and related documentation activities
Facilitates and occasionally attends loan closings. Performs role of backup relationship manager. Effectuates communication with customer in this role
Works closely with the Information Manager to update and populate the tickler system
Facilitate and administers internal processes around loan administration such as financial information gathering, and other tickler system maintenance
Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities
Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
Communicates with management and coworkers in order to integrate goals and activities
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Other duties as assigned

Success factors/job competencies:

Organizational and time management skills
Ability to work with little or no supervision
Advanced administrative and analytical skills
Excellent interpersonal and communication skills
Timely and regular attendance
Completes work in a timely manner
Actively seek coaching
Ability to work as part of a team in a fast-paced work environment

Application Access:

Jack Henry
CRM

Physical demands, work environment, and location:

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
Work environment: The noise level in this environment is minimal
Location: Various Meridian Bank locations as assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc.

Equal Opportunity Statement

Meridian Bank is an Equal Opportunity Employer

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