About Job

Commercial Banking Assistant I

Department: Commercial Lending

Reports to: VP, Commercial Operations Manager

Supervises: None

Status: Full Time / Non-Exempt / Onsite Only

Must already be authorized to work in the United States. Relocation is not provided.

Partners Bank is a rapidly growing community bank with operations in Maine and New Hampshire that has established superior service level expectations. We offer generous compensation and benefits while fostering opportunities for growth and flexible work schedules when appropriate.

Summary for the Commercial Banking Assistant I:

Assist the Commercial Lenders by coordinating loan closings, preparing & reviewing loan documents, process commercial loan and line advances, complete loan set-up sheets, establish credit and collateral files, maintain contact with customers, attorneys, title companies and others in the completion of loan documentation and closings.

Job Requirements Summary for the Commercial Banking Assistant I:

One to three years of experience in a clerical or administrative banking environment.
Proficient computer skills, especially with Microsoft Office, word, and excel.
Excellent customer relations skills.
Ability to work independently.
Strong organizational, time and work management and communication skills.
Ability to handle time-sensitive and confidential information.

Job Function for the Commercial Banking Assistant I:

Prepare in-house loan documentation and review attorney prepared loan documents.
Research and assist in resolving customer and deposit problems.
Credit and collateral loan file creation and maintenance.
Follow-up and assist in resolving loan file deficiencies.
Help coordinate Commercial Lender loan closing schedules.
Track and update financial statement tickler.
Order credit bureau reports, flood certifications and environmental reports.
Review daily overdraft report.
Verify corporate status online.
Request UCC filings and searches.
Follow-up on insurance coverage.
Prepare letters and correspondence.
Comply with all Federal and State banking regulations and all Bank and department policies and procedures.
Perform other related duties as assigned.

This Job Description for the Commercial Banking Assistant I describes the essential functions and qualifications of the job described. It is not an exhaustive statement of all the duties, responsibilities, or qualifications of the job. This document is not intended to exclude modifications consistent with providing reasonable accommodations for a disability. This is not a contract.

Our generous benefits are listed on our website: Partners.bank/about/careers/