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)
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
Time management principles to prioritize workload
High school education
Junior college/two-year education preferred
2 years secretarial/administrative experience required