Commercial Credit Administrative Assistant

Title

Commercial Credit Administrative Assistant

About the Organization Jeff Bank has achieved incredible growth and success since its inception in 1913, and it could not have happened without the energy, desire and talent of our employees. We embrace diversity and recognize the importance of creating a team that is committed to the success of our customers, the communities we serve, the Bank and each other.

Our commitment presents many possibilities for career development. Bring your professional image and your passion for providing exceptional service to a dynamic team dedicated to helping create successful businesses, opportunities, financial health and strong, vibrant communities.

We offer a broad range of exciting employment opportunities, with competitive compensation and comprehensive benefits that include:

Health & Welfare Benefits

Paid Time Off

Retirement Savings

Employer Paid Life & Disability Insurance

Flexible Spending Accounts

Tuition Assistance Program

Employee Banking & Loan Discounts

Employee Assistance Program

Continuous Training and Development Opportunities Position Commercial Credit Administrative Assistant Description

100% in office - Jeffersonville, NY

Position Summary

The Commercial Credit Administrative Assistant provides administrative and operational support to the Commercial Credit Department by maintaining accurate loan documentation, organizing digital credit files, tracking financial information, and ensuring timely completion of administrative processes. This position plays an important role in supporting efficient credit administration through accurate recordkeeping, data entry, and document management while maintaining confidentiality and compliance with bank policies and regulatory requirements.

Essential Duties and Responsibilities

Credit File Administration

• Digitally catalog, organize, and maintain commercial credit files in the bank's document management system.
• Ensure credit files are complete, accurate, and properly indexed for easy retrieval.
• File and maintain loan committee minutes and related documentation.
• Assist with document retention and archival procedures in accordance with bank policies.

Financial Statement Administration

• Track required borrower financial statements and covenant reporting deadlines.
• Prepare and mail financial statement request letters to commercial borrowers.
• Receive, organize, and file financial statements into electronic credit files.
• Maintain tracking logs to ensure timely receipt of required documentation.
• Notify Commercial Lenders or Credit Administration of missing or overdue financial information.

Loan Tracking & Data Management

• Track newly approved loans and paid-off loans.
• Update internal tracking reports and databases.
• Perform accurate data entry into bank systems and spreadsheets.
• Assist with maintaining departmental reports and loan tracking logs.
• Verify information for completeness and accuracy before processing.

Administrative Support

• Provide general administrative support to Commercial Credit staff.
• Prepare correspondence, reports, and forms using Microsoft Word and Excel.
• Scan, copy, upload, and distribute documents as needed.
• Answer departmental telephone calls and respond to routine inquiries.
• Assist with special projects and other administrative duties as assigned.

Pay Range $17.43 to $21.78

Position Requirements

Required Knowledge

• General office administrative procedures.
• Document management and filing practices.
• Basic understanding of banking documentation and confidentiality requirements.
• Proficiency in Microsoft Word and Microsoft Excel.

Required Skills

• Strong organizational and time management skills.
• Excellent attention to detail and accuracy.
• Data entry with a high degree of precision.
• Ability to prioritize multiple tasks and meet deadlines.
• Effective written and verbal communication skills.
• Ability to maintain confidential information.
• Strong customer service orientation when working with internal staff and commercial customers.
• Ability to work independently while also functioning as part of a team.

Education & Experience

Required

• High school diploma or equivalent.
• Two years of administrative, clerical, banking, or office support experience.
• Experience using Microsoft Word and Excel.
• Experience with document management, filing systems, or data entry.

Preferred

• Associate degree in Business Administration, Finance, Accounting, or a related field.
• One or more years of commercial banking, lending support, credit administration, or loan operations experience.
• Experience working with electronic document management systems.
• Familiarity with commercial loan documentation and financial statements.

Physical Requirements

• Prolonged periods of sitting and computer use.
• Ability to lift or move files and office materials up to 20 pounds.
• Manual dexterity to operate standard office equipment.

Full-Time/Part-Time Full-Time Location Operations Building Number of Openings 1 Post Internal Days 0 EOE Statement Affirmative Action Notice

Jeff Bank is proud to be an Affirmative Action Equal Opportunity Employer Minorities/Females/Disabled/Veteran. Our Bank is committed to a policy of equal employment opportunity for applicants and employees. We treat each in a manner free of discrimination regarding race, creed, color, religion, sex, sexual orientation, national origin, age, disability, marital status, veteran status, citizenship, physical and mental disability, criminal record, genetic information, predisposition or carrier status, status with respect to receiving public assistance, domestic violence victim status, a disabled, special, recently separated, active duty wartime, campaign badge, Armed Forces service medal veteran, or any other characteristics protected under applicable law.

Pay Transparency Policy

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information.

This position is currently accepting applications.

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