New Business:  Set up and maintain loan document workbooks/ files.  Communicate with borrowers to facilitate efficient processing, funding, and closing of loan transactions, including following through on requests for information. Accountability includes setting clients up in the system for sales staff, updating all our client information, and contacting clients for additional information we may need.   (35%)

Customer Service: Work closely with Commercial Bankers and other internal staff to promote communication and ensure quality service delivery. Provide prompt responses to customer inquiries.   Ensure compliance with regulatory and internal requirements.  Acquire thorough familiarity with customer files as assigned, to serve as point person for communication.  Maintain loan coding and exception tracking systems. Prepare and send demand letters for past due loans. Assist examiners with files during exam times. (35%)

Loan Closing: Track financials/insurance and filing documents.  Ensure documents are in correct order in files and prepared for closing. (25%)

Build Strong Communities:  Actively involved in identifying the needs of the businesses and the families in their community.  Participate in community events, including staffing at least one event (art festivals, community celebrations, etc.),  representing West Bank as requested by attending at least one luncheon, dinner, or reception, and participating in at least one community festival (parades, bank-sponsored outreach events, etc.) per year. (5%)   

Qualifications (Include Education and Experience) High School Education, Associates Degree preferred.  2-3 years banking experience. Attention to detail. Ability to multi-task.  Excellent oral and written communication skills.  Good organizational skills. Self motivated. Proficient with MS Word/Excel.  Knowledge of banking and commercial lending.