Lending Sales Assistant - Orlando, FL

Valley National Bank
$41,800.00-$69,400.00
United States, Florida, Orlando
450 South Orange Avenue (Show on map)
Jan 31, 2025
The Sales Assistant will provide administrative and professional support in the assigned lending sales team. Ensures that operational transactions are performed quickly and accurately and has a strong impact on the level of customer satisfaction. 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). Required Skills: Strong interpersonal skills as well as verbal and written communication skills. Ability to prioritize and organize assignments. Ability to handle multiple tasks simultaneously. Intermediate PC skills using Microsoft office applications. Required Experience: High School Diploma or GED and at minimum up to 3 years of related experience. Work experience in loan/credit environment preferred. Exact compensation may vary based on skills, experience, and location. $41,800.00 $69,400.00