Executive Secretary (Finance)

SUMMARY: Functions as private secretary and handles confidential matters for Market President.

 

JOB RESPONSIBILITIES

·        Develop and type reports, spread sheets, correspondence, etc.

·        Answer telephones and relay messages, greet visitors, schedule appointments and sort and route mail.

·        Duplicate reports and other documents using copying equipment

·        Distribution of correspondence, reports and other documents by inter office mail or by fax.

·        Check out loan files and return as necessary.

·        Create files and binders to keep correspondence, reports, and other documents organized and filed as necessary.

·        Keep staff informed of meetings, changes in procedures, results of portfolio performance, special promotions, new products, new projects, etc.

·        Special project assignments as necessary.

·        Prepare loan presentations.

·        Prepare loan documentation.

·        Follow up to clear loan exceptions and lien exceptions.

·        Assist in periodic loan review of customer loans.

·        Assist in review of monthly reports.

·        Other duties as assigned.

 

 

SKILLS/KNOWLEDGE AND ABILITIES/EXPERIENCE

·        Position normally requires about one year of education beyond high school consisting of specialized courses in such subjects as accounting, business administration, or banking as represented by a standard A.I.B. certificate.

·        Over six and up to 12 months of experience.

·        Excellent PC skills with working knowledge of Microsoft Word, Excel, PowerPoint along with Harvard Graphics or other project software.

·        Effective oral and written communication skills.

·        Knowledge of Metavante system.

·        Notary public.

·        Excellent interpersonal and analytical skills.

• Confidentiality
• Valid driver's license

 

 

WORKING CONDITIONS

• Normal office conditions.
• Some travel required.

 

 

The above statements are intended to describe the general nature and level of work to be performed by personnel assigned to this job.  This information is not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel assigned to this position.