Commercial Sales Assistant III

This is a fully remote position, open to applicants in Maine, +1 more state.

📋 Description

• Deliver comprehensive Commercial Customer service documentation and support to the Community Capital Group for assigned accounts.

• Offer professional and efficient service to both external and internal Customers.

• Evaluate transaction structures and execute Customer service functions.

• Provide administrative assistance to Relationship Managers.

• Aid Relationship Managers in finalizing loans, resolving closing conditions, preparing closing packages, and organizing loan closing documentation.

• Upload and monitor financial statements.

• Process payments, advances, pay-downs, wires, and adjustments to lines of credit.

• Assist Relationship Teams with reporting, loan activities, delinquencies, and the preparation and tracking of correspondence in loan information.

• Support Relationship Managers with pipeline management, loan closing, and other reporting requirements in the Bank's loan origination platform.

• Draft correspondence and provide administrative assistance.

• Serve as an initial Customer service contact and investigate customer inquiries and transactions.

• Engage with external Customers as required.

• Provide notary services when necessary.

• Support the Relationship Team in clearing and managing exceptions.

• Mentor Commercial Sales Associates.

• Contribute to the development and recommendation of procedures and process flows.

• Generate and distribute daily, monthly, pipeline, and loan-closing reports.

⛳️ Requirements

• High school diploma or equivalent experience is required.

• A minimum of 2 years of related experience is necessary.

• Strong understanding of commercial lending products, credit policy, loan documentation, and administration requirements, as well as legal and regulatory guidelines.

• In-depth knowledge of commercial lending policies and procedures, including lending authority, loan structures, risk ratings, and loan-to-value ratios.

• Familiarity with commercial rate changes, billing processes, transaction histories, late fees, and specifics of loan systems.

• Excellent Customer service skills.

• Strong analytical, problem-solving, and organizational capabilities.

• High attention to detail and the ability to review extensive detailed documents for accuracy.

• Outstanding verbal and written communication skills.

• Proficiency in PC skills, including Word, Excel, and PowerPoint.

• Knowledge of systems and software used by Relationship Teams.

• Capacity to multitask and swiftly learn new tasks and systems.

• Occasional domestic travel required; no international travel expected.

🏝️ Benefits

• Health and well-being benefits.

• Savings and retirement programs.

• Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO.

• Banking benefits and discounts.

• Opportunities for career development.

• Reward and recognition programs.

• Regular discussions on career development and performance.

• Access to an online learning platform.

• Mentoring programs available.

• Training and onboarding sessions provided.

• Variable compensation/incentive awards, including eligibility for cash and/or equity incentive awards.

• Fair and equitable compensation opportunities.

• Accommodation support for applicants with disabilities.