Returning Candidate?

Administrative Asst II - Credit Analysis

Administrative Asst II - Credit Analysis

Job ID 
Posted Date 
Regular Full-Time
Job Grade 
FLSA Status 
Working Hours 
8am - 5pm
Job Location: Company 
Credit Analysis - 0066

More information about this job


The purpose of this job is to provide extensive administrative support to the managers comprising the Credit Analysis Department, Credit Operations Department, and Senior Credit Officers.


  • Validate enterprise-wide monthly input of market corporate customer financial statement data into the FIUP and IFUP systems on M&I Loan Deposit system.
  • Coordination, input, maintenance of Commercial Loan Approval/Loan Status application Credit Reporting system for enterprise-wide credit approvals/declines process for commercial lending activities
  • Coordinate, order, and invoice Dun &Bradstreet basic credit service as required by lenders and credit officers.
  • Coordination of signature loan approval and review process for commercial lending activities and assist in the preparation and dissemination (scanning, emailing, and delivery) of loan presentation packages.
  • Prepare and maintain minutes of Commercial, Real Estate, Problem Loan Senior Loan Committees.
  • Preparation of executive management and Board Credit Policy Committee quarterly loan portfolio management reports –Loan Declines /Loans Lost, Loan Covenant tracking, and Unbooked Loans.  
  • Development and maintenance of Credit Administration “Loan Preparation Memorandum Procedures Manual” and “Credit Risk Rating Matrix Manual.” and other departmental training manuals.
  • Serve as administrator and user for the following Credit Operations Department vendor applications: e-Oscar Installment and Credit Card Credit Bureau Disputes; written letter credit disputes; Asset Verification for Medicaid; Capital Confirmations for CPA firms; verifications of deposits.
  • Manage accounts receivable billings, collections, and deposits of fee-income derived from verifications of deposit and standard bank confirmations and SSA asset verification fees.


  • General knowledge of banking and business
  • Knowledge of principles and practices of basic office management
  • Knowledge of clerical and administrative procedures and systems such as physical filing, record keeping and e-filing
  • Intermediate computer skills (test)
    • Word
    • Excel
  • Typing skills 45 wpm (computer)
  • Excellent oral and written communication skills
  • Problem assessment and problem solving
  • Strong analytical skills
  • Information and data gathering, monitoring, analysis and management
  • Professional interpersonal skills and teamwork
  • Excellent customer service skills
  • Multi-tasking ability
  • Time management principles to prioritize workload

  • High school education
  • Junior college/two-year education preferred
  • 2 years secretarial/administrative experience required