Banking Administrative Assistant
21 days ago
Uniondale
Job Description Job Description: Commercial Real Estate Administrative Assistant You will be the operational backbone for the Executive Vice President (EVP) of Commercial Real Estate Lending and their broader team. This role requires a blend of high-level reporting, departmental coordination, and proactive administrative support within a fast-paced lending environment. Key Responsibilities Reporting & Data Management * Weekly CRE Activity: Prepare and distribute the weekly CRE Activity Report. * Pipeline & Metrics: Coordinate weekly Pipeline Reports and monthly Axiom Reports to track departmental performance. * Loan Coordination: Review Loan Commitments alongside Loan Officers to ensure accuracy and readiness. * Documentation: Collect and track weekly correspondence sheets and distribute portfolio/underwriting reports as necessary. Departmental Operations * Logistics: Manage departmental time-off schedules via Dayforce and maintain updated Organizational Charts and Employee Directories. * Financial Processing: Accurately process invoices for payment in a timely manner. * Supplies & Events: Order office supplies and curate promotional items for broker visits and offsite events. * Special Projects: Support the EVP with ad-hoc projects and strategic initiatives as needed. Communication & Outreach * Inbox Management: Monitor the CRE departmental inbox and handle general customer inquiries professionally. * Liaison: Act as a central point of contact for internal departments (Accounting, Credit Center, Loan Servicing, Portfolio Management) and external partners (Mortgage Brokers, Bank’s Counsel). Qualifications & Skills Requirements * Education: College degree or equivalent professional experience. * Technical Proficiency: Mastery of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). * Collaboration Tools: Experienced in using Microsoft Teams, Zoom, or equivalent virtual meeting platforms. Core Competencies * Detail-Oriented: Exceptional organizational skills with a focus on accuracy in reporting. * Communication: Strong verbal and written communication skills for interacting with executive leadership and external clients. * Multitasking: Ability to manage multiple priorities and deadlines in a high-volume lending environment. Internal & External Interactions * Internal: Executive Administration, Accounting, Professional Banking Group, Credit Center, Loan Servicing, and Portfolio Management. * External: General Customers, Mortgage Brokers, and Bank’s Legal Counsel.