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Commercial Sr Sales Assistant

Company: Valley Bank
Location: Orlando
Posted on: May 28, 2023

Job Description:

The Senior Sales Assistant will provide administrative and professional support within the assigned lending sales team. Ensures that operational transactions are performed quickly and accurately and has a strong impact on the level of customer satisfaction. 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, update, and coordinate departmental reports as well as weekly report of delinquent accounts for loan officers.
  • Portfolio management support (e.g., financial statement gathering and submission to the centralized credit file).
  • Maintains knowledge of each assigned loan officer's portfolio.
  • Customer service support (customer problem resolution, sales support). Handles more complex inquiries and loans.
  • Follow up on past due payments, overdrafts, and expired lines of credit.
  • Daily administrative tasks and duties (phones, office supplies, travel, meetings, mail distribution).
  • Process loan payments, draws on lines of credit, payoffs, and credit advances, as -necessary.
  • Assist manager by training and mentoring new or junior level Sales Assistants to ensure consistency with workflow and processes.
  • Participates in corporate initiatives to continuously improve processes and efficiencies.

Keywords: Valley Bank, Orlando , Commercial Sr Sales Assistant, Other , Orlando, Florida

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