What are the responsibilities and job description for the Relationship Administrative Specialist position at Frost Bank?
As a Relationship Administrative Specialist with Frost, you will be responsible for performing administrative duties for a Loan Officer or Officers requiring knowledge of the bank's policies, practices, and organization. Responsibilities will include assisting Loan Officers(s) with projects and implementation of policies within the department; preparing special reports, gathering and summarizing data; acting as liaison between Officers or manager and other members of department; using customer service skills may oversee and initiate proper documentation of loans; ordering or producing credit reports and D&B's, verifying such things as titles, insurance and being aware of federal and state law compliance issues; reviewing loan documents for accuracy; coordinating and maintaining effective office procedures and efficient workflow within a team environment; initiating new procedures and policies when needed; transcribing dictation, typically of a confidential nature; editing correspondence; composing and typing letters and memorandums; routing or answering routine correspondence and telephone inquiries not requiring Officers' attention; organizing and maintaining files of correspondence, records, accounts receivable, customer financial statements, following upon pending matters such as overdrawn accounts and past due loans; assisting Managers in the establishment and maintenance of harmonious working relationships within the department; gathering information from sources non-initially known and which may require detailed knowledge of bank and department files, systems; compiling reports for management from various sources, some oral, some electronic media, some in hard copy; handling Deposit and Bank Operations duties for Loan customers, such as opening accounts, transferring funds, making advances on lines of credit and preparing wire transfers; and coordinating travel arrangements, scheduling meetings, keeping minutes as needed. The candidate will exercise discretion and independent judgement in assisting customers and performs administrative duties of a confidential nature.
To be successful, you will need:
- 3 years of experience in banking or 2 year of experience as an Administrative Assistant or in loan administration.
- Willingness to work as a valued member of a functional team
- Proven understanding of commercial lending processes
- Exceptional organizational and multi-tasking skills
- Demonstrated ability to represent Frost in a professional manner
- Excellent written and verbal communication skills
- Strong business communication skills, including the ability to write and speak professionally
- Strong analytical and problem solving skills
- Proficient in Microsoft computer applications
An exceptional candidate might have:
- Loan documentation experience
