Business Banking Executive Assistant

Whitinsville, Massachusetts
May 13, 2024
May 13, 2025
Commercial Banking
Full Time
Education Level
2 Year Degree

We have a Unique opportunity for a professional interested in expanding their skill set to join our Business Banking team as a Business Banking Executive Assistant. We are a team that is committed to the role and purpose a bank plays in the community, focused on achieving results in an ethical manner, enjoy rolling up our sleeves and working alongside each other, and we believe you never stop learning.  If being in a position where you know your contributions make a difference is what you’ve been looking for, then come join us!

Position Overview:

Performs administrative duties to support Business Banking, credit functions and Executive Management.  Assists Business Banking Officers and the Business Banking Manager in processing and servicing their Business Banking loan and deposit customers. Interacts frequently with Business Banking customers through phone and e-mail. Serves as assistant to Executive Management, Scheduling meetings, Manage and prepare presentations. 

Primary Accountabilities: 

  • Act as primary contact with Lender and Loan Administration through the loan process.  Assist lender(s) and act as secondary customer contact in Lender’s absence.
  • Primary liaison with the loan administration, loan operations, SBA, credit, and any other department that has direct or indirect impact on the customer and maintain strong partner relationship with these departments.
  • Processes various letters, reports, and memos, and composes routine correspondence using a variety of software programs.  
  • Develops and implements reports for senior management and the Board of Directors.  
  • Assists in the initial underwriting of commercial loans by obtaining and reviewing financial statements, credit bureau reports, business reports, legal searches, internal credit, and depository histories.
  • Works closely with loan operations to ensure that servicing issues and requests for in-house loan documents, post-closing documents and funding requests are handled in an accurate and timely manner. 
  • Attends loan closings as required and assumes increasing responsibilities in that process (e.g., closing smaller commercial loans).
  • Forwards correspondence to attorneys regarding pending and closing loans.
  • Reviews loan documentation on all commercial loans to ensure that regulatory compliance, credit approval reports and SBA loan authorizations are complete and accurate on all loans.
  • Assists customers with the administration of their commercial banking relationship (e.g., payment/balance questions, line of credit transfers, etc.)
  • Coordinate executive communications, assist, and accommodate visitors and take messages or field/answer questions as appropriate. 
  • Manage several corporate wide projects and prepare presentations as assigned. 
  • Assess the urgency and importance of organizational situations and take appropriate action to notify necessary team members for resolution. Needs to engage with many of the team leaders. 
  • Coordinate information from several sources and prepare of variety of reports required for executive management. 
  • Uphold a strict level of confidentiality. Develop and sustain a high level of professionalism among staff and clientele. 
  • Monitors the Fast-Track loan portfolio, which includes the SBA loan extensions. Works closely with Relationship Branch Managers.
  • Works closely with the commercial credit department providing information on behalf of loan officers and loading commercial credits for approval into the credit quest loan system.
  • Creates commercial credit files for new customers, maintain and file pertinent information for existing customer credit files.
  • Assists in gathering financial statements in anticipation of credit renewals or reviews.  Tracks and monitors timely receipt of customer financial information on an ongoing basis.  
  • Keeps abreast of ongoing developments in the fields of finance, banking in general, and commercial lending.  
  • Assists the team with developing and implementing new or improved products and services established by the business unit.
  • Maintain and update all new policies or modifications to the guidelines and standards of the bank. 
  • Perform other duties as assigned.  

Knowledge, Skills, Education and Work Experience: 

  • Associates degree required or equivalent; Bachelor’s degree preferred 
  • Two years of banking experience required. 
  • Must have proficient computer skills, including Word and Excel, and excellent interpersonal, organizational, verbal and math skills. 
  • Must be able to work independently, make decisions, handle multiple projects simultaneously and use discretion in setting priorities.

About UniBank

We are UniBank, a team of civic-minded financial professionals and all-around great people working together to enrich people, businesses and municipalities across New England. We don't abide by the doctrine of big, national banks. What we believe is different. What we believe is unique. We believe in our community. And we believe in the people who live here. We believe in committing time and financial support to local nonprofits. We believe in finding innovative solutions for affordable housing, community development and independent business. And yet, we are bankers. We are a mutual bank, owned by its customers, dedicated to local service. We are technology leaders. Since launching our first online payment platform in 2003, we've never stopped delivering the most effective technology to our customers. We are a unique blend of consumer, civic and business banking with more than 150 years of history. We are an exception to the rule. 

We are unique. Unique to people. Unique to business. Unique to local government.

We are UniBank. Bank Different. Bank Unique. 

This position is not subject to SAFE Act Registration Requirements.  Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran or as an individual with a disability.

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