Comm'l Lending Sales Assistant - Coral Gables, FL

Job Posting

Responsibilities include, but are not limited to :

• Assist lenders and management in administrative functions relating to loan clients and portfolio management.
• Data input into Salesforce and nCino for pipeline management and to initiate credit requests, including preparing credit file documents for submission to the centralized credit file.
• Prepare weekly report of delinquent accounts for loan officers. Will prepare, update, and coordinate departmental reports.
• Portfolio management support (e.g., financial statement gathering and submission to the centralized credit file).
• Maintains knowledge of each officer's loan portfolio.
• Customer service support (customer problem resolution, sales support). Answer routine inquiries from customers.
• Follow up on past due payments, overdrafts, and expired lines of credit.
• Process loan payments, draws on lines of credit, payoffs, and credit advances, as necessary.
• Daily administrative duties (phones, office supplies, travel, meetings, mail distribution).