Responsibilities include, but are not limited to: Assist lenders and management in administrative functions relating to loan clients and portfolio management. Data input into Salesforce and nCino for pipeline management and to initiate credit requests, including preparing credit file documents for submission to the centralized credit file. Prepare, update, and coordinate departmental reports as well as weekly report of delinquent accounts for loan officers. Portfolio management support (e.g., financial statement gathering and submission to the centralized credit file). Maintains knowledge of each assigned loan officer's portfolio. Customer service support (customer problem resolution, sales support). Handles more complex inquiries and loans. Follow up on past due payments, overdrafts, and expired lines of credit. Daily administrative tasks and duties (phones, office supplies, travel, meetings, mail distribution). Process loan payments, draws on lines of credit, payoffs, and credit advances, as necessary. Assist manager by training and mentoring new or junior level Sales Assistants to ensure consistency with workflow and processes. Participates in corporate initiatives to continuously improve processes and efficiencies.