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Years of Experience
Date Last Verified
ProfileAdministrative Analyst The candidate will be responsible for performing administrative duties to support the commercial underwriting function; performing a variety of other duties to support the bank’s Credit Quality Department; complying with operating policies and procedures established for the Credit Quality Department; reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. Perform administrative duties to support the Credit Quality department of which the following are illustrative: Reviews loan and ACH application and financial information for completeness, follows up on any missing information with the branches and/or lending team, and gathers support information for the new loan requests. Provides support preparing loan and ACH requests within loan decision and review system. Order various reports to support loan requests and/or annual relationship reviews including, but not limited to credit reports, flood certificates, environmental transaction screens, and OFACs. Assists with appraisal requests, attorney memos and scheduling of loan closings. Prepares denial letters and maintains denied/withdrawn loan files. Provide support in preparing & processing new loans which includes completing checklists and verification of CRA and/or HMDA as well as setting up ticklers and covenants. Maintain and update tickler system and Vault/paper credit files. Monitor, process, and authorize line of credit renewals and extensions up to an authorization limit as well as ACH annual renewals. Monitor, process and provide support for large commercial loan relationships annual reviews. Complete FSA/SBA/USDA annual loan reviews and letter of credit renewals. Complete scrub of CRA and HMDA forms. Maintain disaster recovery plans and procedures for the department. Filing, maintenance of various logs, and other administrative duties. Completion and maintenance of various reports and approved vendor lists. Work on special projects as assigned. Provides support for the preparation of all necessary commercial loan documents via the loan document preparation system. Provides support for the commercial loan post-closing review function including, but not limited to confirmation of loan closing in compliance with approval and loan policy, verification of loan documents, and validation of support documentation. Coordinate specific work tasks with other key personnel within the department as well as with other departments in order to ensure the smooth and efficient flow of information. Cooperate with, participate in, and support the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act (Reg B), Flood Disaster Protection Act, etc. Report pertinent information to the immediate supervisor as requested, or according to an established schedule; compiles information as necessary or as directed and provides data to appropriate bank personnel. Respond to inquiries relating to his/her particular area, or to requests from customers, other bank personnel, etc., within given time frames and within established policy. Communicate with management and staff personnel in order to integrate goals and activities. Maintain appropriate records and provides assigned reports. Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Qualification and Experience
The candidate must have paralegal Certification or Associate’s Degree in related field preferred or equivalent relevant experience; obtain and maintain appropriate Bank Product Knowledge Certification. Should have proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations communicative, and sales skills; credit underwriting and/or credit administration knowledge; ability to utilize software tools and conduct credit analysis; a thorough knowledge of the features and benefits of all bank commercial products and services; visual and auditory skills; valid driver’s license. 2+ years’ related experience normally required.
First United Bank & Trust
19 South 2nd Street
Oakland, MD 21550