Credit Administrative Assistant II

Our goal is to hire and retain talented people with engaging personalities and exceptional work ethics. We believe in recognizing and rewarding employees who consistently perform at a high level.

We offer competitive salaries based upon experience and a comprehensive benefits package upon satisfying eligibility conditions, including health and dental insurance, life insurance, short term and long term disability, and the Bank's 401k Plan.

Position Summary:

A Credit Administrative Assistant II (“CAAII”) reports to the Credit Officer of the department. A candidate for CAA would have at least 2-3 years of non-commercial banking experience or several years of commercial/retail banking experience.

A CAAII is responsible for assisting the Credit Officer with the gathering of data and preparation of Board and departmental reports; imaging credit file documentation to the Banks electronic filing system; saving credit file information to the appropriate working files; adding and tracking financial and covenant ticklers; processing Business Express loans via the Numerated platform; preparing financial statement spreads and covenant compliance; and, promoting business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services when applicable.

Both on-the-job training and periodic off-site training will be available.

Duties & Responsibilities:

• Collecting data and assisting with the preparation of reports for the Credit/Lending Department and Board of Directors

• Imaging credit file documents to the Banks electronic file system and saving to working files.

• Assists with the coordination of loan portfolio reviews, audits and regulatory reviews.

• Inputs, modifies and updates financial and covenant reporting ticklers, borrowing bases and exceptions within Global Wave system

• Prepares credit and loan files related to loan sales in support our Capital Markets group

• Processes Business Express at the direction of the Senior Administrative Assistant

• Prepares financial statement spreads and covenant compliance memos

• Assisting with maintenance of credit and documentation files.

• Majority of work will be commercial in nature (versus consumer)

Other:

• Should have strong verbal and written communication skills.

• Should have strong familiarity with MS Word and Excel.

• Should have knowledge of small business lending processes and be familiar with various financial statement types

First Bank is an EEO/AA Employer, M/F-Disabled-Veteran and LGBTQ+ can apply to our company for employment opportunities.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Paid time off
• Vision insurance

Work Location: In person