Sr. Commercial Sales Assistant - Broward or Palm Beach Cty

Valley National Bank
$47,200.00-$78,700.00
United States, Florida, West Palm Beach
1700 Palm Beach Lakes Boulevard (Show on map)
Sep 26, 2024
The Senior Sales Assistant will provide administrative and professional support within the assigned lending sales team. Ensures that operational transactions are performed quickly and accurately and has a strong impact on the level of customer satisfaction. Responsibilities include, but are not limited to: Assist lenders and management in administrative functions relating to loan clients and portfolio management. Data input into Salesforce and nCino for pipeline management and to initiate credit requests, including preparing credit file documents for submission to the centralized credit file. Prepare, update, and coordinate departmental reports as well as weekly report of delinquent accounts for loan officers. Portfolio management support (e.g., financial statement gathering and submission to the centralized credit file). Maintains knowledge of each assigned loan officer's portfolio. Customer service support (customer problem resolution, sales support). Handles more complex inquiries and loans. Follow up on past due payments, overdrafts, and expired lines of credit. Daily administrative tasks and duties (phones, office supplies, travel, meetings, mail distribution). Process loan payments, draws on lines of credit, payoffs, and credit advances, as necessary. Assist manager by training and mentoring new or junior level Sales Assistants to ensure consistency with workflow and processes. Participates in corporate initiatives to continuously improve processes and efficiencies. Required Skills: Excellent Interpersonal skills as well as verbal and written communication skills. Strong PC skills using Microsoft office applications as well as Bank's core system, nCino and Salesforce software. Highly proficient in all areas of customer service, organizational skills, data input, time management and handling multiple tasks simultaneously. Required Experience: High School diploma or GED and minimum of 5 years of related experience in loan/credit environment. Exact compensation may vary based on skills, experience, and location. $47,200.00 $78,700.00