Account Executive

With direction and supervision from the Account Executive Supervisor, provides direct support to Relationship
Managers of the Bank to manage and proactively address the needs of clients in connection with their loan and
deposit relationships. Gathers or assists in compiling information as needed for loan documents, new account
documentation, compliance related materials and any other administrative functions that are tied to the proper
maintenance of a loan portfolio.

ESSENTIAL DUTIES AND RESPONSIBILITIES
• Maintains an assigned/delegated client portfolio as the primary administrative officer.
• Maintains an up to date tracking of the status, receipt, and delinquency of all required financial reporting
items for their assigned portfolio.
• Provides administrative support for all loan and deposit functions of their portfolio, including but not limited
to:
 Assists PM with collecting and organizing required new account documentation

 Processes transfer requests for loans under his/her responsibility
 Reviews and assists PM in keeping organized and complete loan files that are ready for FDIC
review
 Assists RM/PM with compliance administrative functions involved in the onboarding of new loan
and deposit accounts
 Requests financial information 90 days in advance of all loan reviews/renewals and informs PMs
of any past due items.
• Interacts independently and uses appropriate discretion with clients and prospects to ensure all
administrative functions are addressed in a timely manner.
• Maintains an accurate, up-to-date tracking log of all applications for credit in process.
• Requests and reviews entity documentation and other required items for creation of loan documents.
• Collaborates with bank’s Note Department, escrow, title & attorneys, as needed to coordinate loan
closings.
• Prepares applicable closing checklists, appraisal order forms, and other required forms necessary to
process the loan or begin underwriting in a timely manner and provides completed forms to RM/PM for
review and approval.

ADDITIONAL RESPONSIBILITIES
• Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and
management
• Demonstrates high level of quality work, attendance and appearance
• Adheres to all Company Policies & Procedures and Safety Regulations
• Adheres to local, state and federal laws
• Understands and complies with all company rules and regulations
• Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations
governing financial institutions, as they apply to your position and job responsibilities, with an emphasis on the
BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft,
Information Technology and GLBA.
• Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities
MINIMUM QUALIFICATIONS
• Understand different borrowing entity structures
• Thorough knowledge of commercial banking products and services.
• General working knowledge of computer skills to communicate with all levels of bank management, staff
and customers. (Excel, Word, PowerPoint and Internet access)
• Ability to communicate clearly and effectively.
• Strong organizational ability with capacity to efficiently manage multiple projects simultaneously.
• Ability to take the initiative and prioritize tasks, good time-management, problem prevention and
problem-solving skills.

COMPETENCIES:
• Adaptability
• Communication
• Decision Making
• Initiative
• Innovation
• Motivator
• Organization
• Professionalism
• Results Orientated