Credit Administration Specialist II

POSITION OVERVIEW: The Credit Administrative Assistant role supports the Credit Administration Department in various roles of the Commercial Loan Approval process and flow;

and assists the Management group and Board Loan Committee with various reports and meetings. The position includes managing administrative tasks, including but not limited to

(working in the commercial loan application system known as CRMa Credit Leader that supports the bank's commercial loan application requests, administrative review of commercial loan

requests for completeness, approve/ratify commercial loan requests for customer relationships (greater than $3MM TRD). Responsible for scheduling Zoom calendar meetings for

Management Committees (Board Loan Committee, Senior Credit Committee and Loan Pricing Committee), preparing agendas/supporting docs for the meetings, attending and taking minutes

for meetings, and transcribing the minutes. This position also supports the Lenders with CRMa Credit Leader questions, loan approval flow and the loan approval process.

DUTIES OF POSITION:

• Administrator for the CRMa Credit Leader Application program and monitors commercial loan relationships (Total Related Debt >$3MM).

• Supports lending staff with commercial loan requests being entered into the CRMa Credit Leader Application program, including but not limited to, Credit Admin review of the loan application,

approving/ratifying the loan request, loan approval flow and process.

• Discretion and dedication to protecting the financial privacy of clients, employees (including Reg O Officers) and employer.

• Ability to use good judgement to make appropriate on the spot decisions adhering to written policies and procedures.

• Assemble and compile Risk Grade Changes/Non-Accrual/Accrual and Loan Charge-off requests received via email from the Collections Department and maintaining requests in an electronic desktop file.

• Provide support to Management and their committees (Board Loan Committee, Senior Credit Committee and Loan Pricing Committee) as well as occasionally interacting with the Board of Directors via the

Board vantage software.

• Create monthly Zoom meetings on Bank First calendar for Board Loan Committee, Senior Credit Committee and Loan Pricing Committee.

• Prepare agendas with supporting documentation for the above referenced committees (BLC, SCC, LP), attend and take minutes/notes in the monthly meetings.

• Responsible for saving and formatting various Management reports received via email and maintaining such reports in an electronic desktop file for monthly Management meetings.

• Any other duties that may be assigned to assist the Credit Administration Department and the Management group.

EDUCATION/EXPERIENCE/SKILLS:

• Must be highly detail-oriented with a keen focus on accuracy. Ability to manage and prioritize a high- volume workload and multitask effectively in a deadline-driven environment.

• Excellent written and verbal communication skills.

• Proficient in Adobe Acrobat Pro, Microsoft Suite, and ability to navigate internal software.