Lead Commercial Banking Assistant

Partners Bank

Job title:

Lead Commercial Banking Assistant


Partners Bank

Job description

Department: Commercial Lending

Reports to: VP, Commercial Operations Manager

Supervises: Commercial Banking Assistants

Status: Full-time / Exempt

Level: Level 4

Location(s): Sanford, Maine

Summary for the Lead Commercial Banking Assistant:

  • Provide direct supervision to the Commercial Banking Assistants and exercise the usual authority of a manager concerning performance improvement plans and reviews, promotions, salary recommendations and terminations.
  • There is an emphasis on training, coaching, developing and inspiring growth of staff using cross-training and developmental opportunities.
  • Create and maintain processes and procedures for the administrative team, ensuring that all processes and procedures are in line with regulatory requirements and are consistently followed by the team.
  • Assist Commercial Bankers with preparing in-house documents, process commercial line advance disbursement checks, coordinate loan closings, establish and maintain credit and collateral files, and other duties required to complete loan closings.

Job Requirements for the Lead Commercial Banking Assistant:

  • Five or more prior years of related experience in an administrative commercial loan environment with previous management experience preferred.
  • Strong knowledge of commercial lending process, documentation, laws, regulations, and compliance.
  • Proficient computer skills, especially with Microsoft Office, Word, and Excel.
  • Excellent customer and employee relationship skills.
  • Self-motivated and detail oriented.
  • Strong organizational, time and work management skills.
  • Strong staff development and communication skills.
  • Ability to handle time-sensitive and confidential information.

Summary of Job Functions for the Lead Commercial Banking Assistant:

  • Continually review and manage commercial loan administration procedures. When necessary, spearhead and roll out new processes and procedures for the team.
  • Effectively manage departmental workflow, as needed.
  • Provide back-up support for other Commercial Banking Assistants, as needed.
  • Assist with review of loan packages for other Commercial Banking Assistants.
  • Handle daily incoming customer & Commercial Banker requests, to include but not limited to, loan payments and advances, completed in a professional manner.
  • Research and assist in resolving loan file deficiencies and customer issues.
  • Manage HMDA/CRA reporting & processes, meeting all regulatory requirements.
  • Track and request borrower financial statements and other borrowing requirements.
  • Ensure departmental consistency with credit and collateral loan file creation and maintenance.
  • Prepare loan documents, including commitment letters and other correspondence from the point of application to the closing of a loan, utilizing internal software, in accordance with Bank policy and regulatory compliance.
  • Maintains a professional business atmosphere within the office to promote a strong team environment.
  • Works on projects and performs other duties as assigned.

This Job Description 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 package consists of:

  • Medical (PPO or HSA)
  • Dental
  • Life Insurance
  • AD&D Insurance
  • 401K Plan
  • 100 % match up to 5%
  • Automatic 5% company contribution whether you contribute or not.
  • Bonus Program
  • Wellness Program
  • Educational Programs
  • Paid Time Off
  • Earned Paid Leave
  • Vacation
  • Sick
  • Birthday
  • 11 Holidays
  • Optional
  • Additional Life & AD&D
  • STD
  • Pet Insurance
  • Vision
  • FSA


Expected salary


Sanford, ME

Job date

Tue, 04 Jul 2023 07:01:50 GMT

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