Comm'l Lending Sales Assistant - Ft Lauderdale, FL - Fort Lauderdale, FL
 Valley National Bank | |
 United States, Florida, Fort Lauderdale | |
| 301 East Las Olas Boulevard (Show on map) | |
 Aug 08, 2025 | |
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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 weekly report of delinquent accounts for loan officers. Will prepare, update, and coordinate departmental reports. * Portfolio management support (e.g., financial statement gathering and submission to the centralized credit file). * Maintains knowledge of each officer's loan portfolio. * Customer service support (customer problem resolution, sales support). Answer routine inquiries from customers. * Follow up on past due payments, overdrafts, and expired lines of credit. * Process loan payments, draws on lines of credit, payoffs, and credit advances, as necessary. * Daily administrative duties (phones, office supplies, travel, meetings, mail distribution). | |