Comm'l Lending Sales Assistant - Coral Gables, FL

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.
In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.

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).

Required Skills:
Strong interpersonal skills as well as verbal and written communication skills.
Ability to prioritize and organize assignments.
Ability to handle multiple tasks simultaneously.
Intermediate PC skills using Microsoft office applications.
Required Experience:
High School Diploma or GED and at minimum up to 3 years of related experience.
Work experience in loan/credit environment preferred.