Lowell Five: Credit Assistant

Credit Assistant

Full Time

Tewksbury, MA

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POSITION SUMMARY

The Credit Assistant performs various day-to-day administrative functions to support the Commercial Credit Department. The role provides timely and accurate support to internal and external clients in addition to performing other duties as assigned.

ABOUT LOWELL FIVE

With nearly $1.7 billion in assets, over 200 employees, and L5 banking center locations throughout the Merrimack Valley and Southern New Hampshire, Lowell Five is honored to play a vital role in the economic vitality of the region. We provide support of, and our employees are engaged in, a myriad of leadership roles for numerous community boards and organizations. We are proud of the longevity of our employees, and we are committed to finding new talent for our team. We offer career development and educational programs to support personal and professional growth along with a benefit package that supports each employee’s best life. For more information, please visit www.lowellfive.com.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Monitors emails to ensure timely processing of commercial credit information for new and existing borrowers
• Reviews new commercial loan reports, creates financial and other loan document tracking, and refiles financial data electronically
• Creates credit files for all new clients in electronic filing system
• Monitors various reports and documentation (e.g., Accounts Receivable Aging, Inventory Listings,

  and/or Borrowing Base Certificates), imports electronic files to Synergy, and updates appropriate

  tracking in credit software

• Prepares and distributes all request letters through electronic or traditional formats
• Prepares client relationship summary reports for Commercial Loan Officers and/or to

  support loan approvals

• Creates monthly and quarterly Credit Department reporting for distribution to Senior Management
• Fields incoming calls to the department, addressing initial client inquiries
• Maintains compliance with bank policies, procedures, and legal regulations
• Backs up the Appraisal Specialist as needed
• Prepares credit references as requested

Please note this job description is not designed to cover a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change over time.

REQUIREMENTS

• High school diploma or equivalent preferred
• At least one year of banking experience preferred, including knowledge of Fiserv DNA System
• Working knowledge of Microsoft Office Suite, including Outlook, Word, and most importantly Excel
• Willingness and aptitude to learn new systems as required to support Bank growth and

  expansion of services

• Ability to build and maintain relationships; team player with exceptional customer-service skills
• Sound written and verbal communication skills
• Detail-oriented with excellent organizational skills
• Ability to multi-task, meet deadlines, and adapt to change
• Must be willing and able to report to Headquarters in Tewksbury five days a week

  Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

All applicants can apply directly on our website –  https://www.lowellfive.com/about/careers/