SUMMARY
With direction and supervision from the Account Executive Supervisor, provides direct support to Relationship Managers of the Bank to manage and proactively address the needs of clients in connection with their loan and deposit relationships. Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related materials and any other administrative functions that are tied to the proper maintenance of a loan portfolio.

Please take a moment to complete the following assessment as part of our standard interview process. https://assessment.predictiveindex.com/tB5/b2dcf111-c03e-41c7-98d4-de034baf9746?type=candidateba

ESSENTIAL DUTIES AND RESPONSIBILITIES
Maintains an assigned/delegated client portfolio as the primary administrative officer.
Maintains an up to date tracking of the status, receipt, and delinquency of all required financial reporting items for their assigned portfolio.
Provides administrative support for all loan and deposit functions of their portfolio, including but not limited to:
Assists PM with collecting and organizing required new account documentation
Processes transfer requests for loans under his/her responsibility
Reviews and assists PM in keeping organized and complete loan files that are ready for FDIC review
Assists RM/PM with compliance administrative functions involved in the onboarding of new loan and deposit accounts
Requests financial information 90 days in advance of all loan reviews/renewals and informs PMs of any past due items.
Interacts independently and uses appropriate discretion with clients and prospects to ensure all administrative functions are addressed in a timely manner.
Maintains an accurate, up-to-date tracking log of all applications for credit in process.
Requests and reviews entity documentation and other required items for creation of loan documents.
Collaborates with bank’s Note Department, escrow, title & attorneys, as needed to coordinate loan closings.
Prepares applicable closing checklists, appraisal order forms, and other required forms necessary to process the loan or begin underwriting in a timely manner and provides completed forms to RM/PM for review and approval.

ADDITIONAL RESPONSIBILITIES
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
Additional duties as assigned as it relates to the position

SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities

MINIMUM QUALIFICATIONS
Understand different borrowing entity structures
Thorough knowledge of commercial banking products and services.
General working knowledge of computer skills to communicate with all levels of bank management, staff and customers. (Excel, Word, PowerPoint and Internet access)
Ability to communicate clearly and effectively.
Strong organizational ability with capacity to efficiently manage multiple projects simultaneously.
Ability to take the initiative and prioritize tasks, good time-management, problem prevention and problem-solving skills.

COMPETENCIES:
Adaptability
Communication
Decision Making
Initiative
Innovation
Motivator
Organization
Professionalism
Results Orientated

PHYSICAL DEMANDS: In general, the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job.
Standing, walking and squatting less than fifty percent of the work shift
Required to lift, move and carry up to 40 pounds
Ability to read, count and write to accurately complete all documentation and reports
Must be able to see, hear and speak in order to communicate with employees and other customers
Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms

WORK ENVIRONMENT: In general, the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.
The work space is clean, orderly, properly lighted and ventilated with the proper safety compliance
Noise levels are considered moderate

Sunwest Bank Is an Equal Opportunity Employer

Sunwest Bank works with staff members and customers without regard to race, ancestry, national origin, sex, marital status, age, religion, medical condition, handicap, disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.

Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.

Attend and complete all required classroom, computer-based, web-based and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Bank’s “Code of Ethics and Conduct.” Each employee is also expected to maintain an awareness of the laws, regulations, internal policies and procedures that are appropriate for his/her position

Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.

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