Univest Financial Corporation

  • Administrative Assistant - Commercial Banking

    Location US-PA-Souderton
    Posted Date 1 month ago(12/18/2018 4:02 PM)
    Job ID
    # Positions
    Corporate Banking
  • Overview

    Supports assigned Commercial Banking Group and relationship managers with administrative duties and client and portfolio management


    Customer Service & Support:

    • Deposit and loan account support
    • NSF/Overdraft management & reporting
    • Assist in coordination of meetings and loan closings
    • Post-closing customer follow up, when necessary


    New Loan & Loan Renewal Support:

    • Communicate with RM and assist in gathering financial information to support loan request
    • Collaborate with RM in order to facilitate loan proposals/approvals. Prepare LPS and assist with memos and underwriting packets, etc.)
    • Collaborate with RM, Credit Support and Loan Servicing Department/Bank Counsel for loan settlement. Prepare Boarding Data sheets, documentation review, customer follow up, etc.
    • Understand Collateral & Loan Codes for LPS to assure accuracy of each


    Commercial Loan Support:

    • Establish operational relationship with designated clients to handle routine daily operational issues and client requests
    • Monitor and review collateral exceptions, maturing loans, and delinquencies by working with RM to resolve.
    • Assist with internal and external portfolio audit preparation and support
    • Assist in monitoring construction loan advances by preparing Advance Authorizations and preparing checks for advances.
    • Scanning and tracking financial information, loan documents and exceptions in the Bank’s systems (Synergy, LQAS, etc.)
    • Order appraisal and environmental reports and searches as needed
    • Order loan documents, review, notarize and organize for loan closing
    • Book loans including any loan advances and GL entries
    • Prepare and provide Reg B small business adverse action notices, when required


    Responsible for compliance with laws and regulations that apply to this position including Univest Code of Conduct


    Responsible for Special Projects as requested


    Perform additional duties as required.



    Minimum of 3 years administrative experience 


    Customer- focused individual with strong knowledge of banking and internal credit processes


    Strong knowledge of commercial lending practices, including but not limited to approval process, documentation and post-closing and compliance issues.


    Microsoft Office proficient


    Ability to deal with pressure and handle multiple priorities and problems in an independent manner within established guidelines


    Strong ability to communicate in a professional manner with internal and external customers


    GED required, college degree helpful


    Professional attitude and willingness to work together with a team towards common goals


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