Description
The AB Assistant supports Association Banking Portfolio Managers and Relationship Managers by reviewing retail account and loan documentation, processing account openings, overdraft and exception items, loan extensions, DocuSign packages, and related servicing tasks. The role also handles client inquiries, research requests, report distribution, and compliance training, while maintaining loan documentation in nCino and DocMan. Required qualifications include basic accounting or computer knowledge, communication and mathematical skills, critical thinking, and an equivalent education and experience combination; a CAM license is preferred, along with prior retail account or loan documentation experience.
