Association Banking Assistant

Must have the following in order to apply: - Equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college - 4 years related experience and/or training, or equivalent combination of education and experience - Knowledge of a specialized field (however acquired), such as accounting, computer, etc. - Communication skills - Computer skills - Typing skills Preferred Qualifications: - Previous retail account or loan documentation experience - Understanding of financial institution products and services - Organizational and time management skills - Proof-reading skills and attention to detail - CAM License Required Screenings: Background Checks; Credit Checks; Drug Free Workplace. Job Description: The Association Banking ("AB") Assistant is responsible for assisting AB Portfolio Managers, and AB Relationship Managers. This position will review retail account opening information, and loan files to verify that data is complete and meets established standards, process daily overdraft and exception items, and process documentation of loans and extensions. This role processes additional AB paperwork, runs reports, distributes reports and other documents, and may communicate with AB clients via email, phone, or in person. DUTIES AND RESPONSIBILITIES: - Perform daily deposit account and servicing functions, including account openings, exception processing, fraud monitoring, transaction processing through FTM, fee reversals, account transfers, and resolution of account-related inquiries and research requests. - Review retail account and loan document packages for completeness, accuracy, and compliance with established requirements; identify, track, and resolve document exceptions through the CenNet ticketing system. - Prepare reports related to loan document exception, or account opening exceptions. Communicate with clients related to items needed to clear noted exceptions. - Order internal or external loan documents through the appropriate process. - Review and determine completeness and accuracy of the loan documents when received. - Assist with review and preparation of DocuSign packages. Monitor outstanding requests, and re-send DocuSign packages when needed. - Receive and respond to internal and external inquiries related to retail accounts existing loans. Refer more complex inquiries to the appropriate party for resolution. - Communicate with AB clients via email, phone, or in-person. - Support loan processing functions, including ordering Customer Identification Program (CIP) documentation and related loan servicing tasks. - Manage internal and external research requests, including statement retrieval, account inquiries, and error resolution. - Upload, index, and maintain loan documentation in nCino and DocMan, while communicating with clients to obtain missing account or loan documentation and ensure timely document completion. - Completes required BSA/AML training and other compliance training as assigned. - Work in a constant state of alertness and in a safe manner. - Perform any other related duties as required or assigned. Work Environment: Will be discussed with applicant. Hiring Process: Apply via company website. In order to apply to this position, please click "Apply" located at the top of the job order page, and you will receive the employer contact information. Employer has indicated the means listed are the only means they will accept to apply. Days and Hours: Full time position; Complete work schedule will be discussed with appl