Administrative Assistant - Military veterans preferred

Sauk Valley Bank


Description:

POSITION DESCRIPTION

Title: Administrative Assistant

Salary Range: Based on Experience

FLSA: Non-Exempt

Hours: Monday – Friday 8:00 – 5:00

Category: Full Time

Reports To: Commercial Loan Administrative Manager

SUMMARY

The position of Administrative Assistant is responsible for assisting the Loan Officers with day to day operations as well as data processing systems and software within the departments. In addition the Administrative Assistant assures compliance with all SVB policies and procedures, as well as, all applicable state and federal banking regulations.

ESSENTIAL DUTIES

1. Process telephone transfers when customers call in request
2. Process loan payments
3. Work with CPA's to get the year end transactions on the current system
4. Pull credit reports and flood determination
5. Order title work for real estate loans and work with title company for closing on real estate transactions
6. Produce loan documents on Laser Pro
7. Collect all documentation for new customer or business
8. Add new customers to CIF
9. Do maintenance on accounts or loans (i.e. address change, name change, phone number)
10. Write up loan authorization and get proper signature from loan officer
11. Working with other banks to prepare Participated loans, bought and sold
12. Proof read loan presentations and get proper signature from officer and CLO once it is approved
13. Fill out AFT forms or sweep forms and make copy of the customer. Make out necessary tickets (interest due, GL fees, etc.) and upload loan (s) and add to netteller
14. Fill out sweep forms and AFT/ACH forms
15. Add financial and tax returns to Web Equity and scan to the correct file
16. Build new customers in Web Equity
17. Gather information for the brown file
18. Scan loan docs into Synergy
19. Process stop payment request
20. Chexsystems
21. Sweep agreements
22. Notary Public
23. Send documents through Doc u Sign for signatures

SECONDARY DUTIES

The position of Administrative Assistant performs duties specific to the position and other functions as assigned.

SUPERVISORY RESPONSIBILITY

The position of Administrative Assistant is not responsible for the supervision of any employee(s).

ENVIRONMENT AND PHYSICAL ACTIVITY

The environment for this position is an open office that is mostly clean and comfortable. It may include some minor annoyances such as noise, odors, drafts, etc. The incumbent is in a non-confined office-type setting in which he or she is free to move about at will.

The incumbent in the course of performing this position spends time writing, typing, speaking, listening, lifting (up to 30 pounds), carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

MENTAL DEMANDS

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions.

MINIMUM REQUIREMENTS

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

• Associates degree or two years of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operations, sales or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
• Provide exemplary customer service
• Advanced knowledge of general office practices.
• Advanced math skills
• Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
• Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
• Effective organizational and time management skills.
• Ability to work with general supervision while performing duties.
• Current driver's license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

The incumbent must be able to perform this position safely, without endangering the health or safety to him/herself or others.

Sauk Valley Bank is an Equal Opportunity Employer. SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment, selection and promotion without regard to race, color, religion, gender, gender identity, sexual orientation, parental status, national origin, age, disability, military status, veteran status or any other protected status. Submission of this information is voluntary and is not considered in employment decisions. This information will be kept separate from the employment files and is considered confidential.

Management reserves the right to change this position description at any time according to business needs.

February 16, 2022

PI253698791