Trust Administration Assistant jobs in Florida

Job Description

Citizens Bank & Trust

Position Description

POSITION TITLE: Credit Administration Assistant

DEPARTMENT: Credit Administration

CLASSIFICATION: Non-exempt

SALARY: Based on experience

REPORTING RELATIONSHIP

POSITION REPORTS TO: Credit Policy Officer

Position Summary

This position assists the SVP/Credit Policy Officer with credit administration administrative functions. While it is not a sales position, the duties will at times involve working with multiple lenders and potentially external customers as well. Position will require travel occasionally therefore employee must be able to commute to various locations.

Essential Duties & Responsibilities

Review all credit request for completeness per provided checklist prior to engaging the credit department for credit analysis

• Responsible for organizing final credit package for review by loan committees
• Responsible for preparing directors loan committee and board loan committee agendas and also preparing minutes for stated meetings.
• Responsible for preparing packages and engaging executive loan committee for approval for credits within executive loan authority
• Responsible for engaging Loan Processing to complete loan documentation once all approvals are obtained and customer has agreed to terms
• Responsible for scanning all packages, financial documentation, and any other documentation that is to be part of the credit file in Search Express. This position is responsible for managing and maintaining the credit database which houses our virtual commercial credit files.
• Responsible for assisting Credit Policy Officer(CPO) with approved appraiser annual requests
• Responsible for assisting CPO with providing reports or documentation requested for examinations and audits which take place at minimum 4 weeks per year. This information is to be provided only when directed by the CPO.
• Responsible for preparing financial tracking by using internal technology for bank to remain regulatory compliant with minimal financial technical exceptions.
• Responsible for completion of Special Project assigned by the CPO
  
  

Supervisory Responsibilities

• None
  
  

Education &/Or Experience

• Requires high school diploma or equivalent.
• College education preferred.
• Prior bank experience is required.
• Prior loan experience is preferred.
  
  

Other Skills / Qualifications

• Must have valid driver’s license and POV (Personally Owned Vehicle)
• Must be able to work with diverse team.
• Self-starter with desire to learn.
• Must possess basic language skills to write and speak clearly, effectively and appropriate to business standards.
• Must be well organized, accurate, and attentive to details.
• Must be cooperative and willing to assist others.
• Must be able to deal with stressful situations.
• Must be able to multi-task.
• Position may require the ability to work before or after normal business hours to attend various employee meetings, training sessions, and community events supported by the Bank
• Will be required to travel to various offices when needed
  
  

PHYSICAL DEMANDS

No unusual physical demands required for this job. Must be able to do sedentary work. May occasionally have to lift up to 10 pounds typical of most office positions. The physical demands described here 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 enable individuals with disabilities to perform the essential functions.

WORK ENVIRONMENT

Professional environment working minimum 40 hours per week. Must be accustomed to professional, business office environment in manner and dress. Must demonstrate excellent human relations skills with customers and bank associates.

Compliance With Regulatory Requirements

Each associate is responsible for compliance with all applicable regulatory requirements affecting the banking industry as well as applicable Citizens Bank & Trust programs, policies and procedures. When an associate has supervisory responsibilities, he or she will make certain that their staff understands their responsibilities to comply with applicable regulatory issues and internal programs, policies and procedures.

Equal Opportunity Employer/Affirmative Action & E-Verify Employer/Drug Free Workplace

Best Places to Work Employer

Company Description

Citizens Bank & Trust is a full-service financial institution, with a wide range of account and loan products tailored to fit any customers needs. Additionally, we offer the most experienced group of wealth management, trust and private banking professionals in the market to assist you. Our customers and employees are our greatest asset.

Citizens Bank & Trust is a full-service financial institution, with a wide range of account and loan products tailored to fit any customers needs. Additionally, we offer the most experienced group of wealth management, trust and private banking professionals in the market to assist you. Our customers and employees are our greatest asset.