Teams at Valley Bank

Provide high-level administrative support: manage correspondence, scheduling, payroll/attendance records, filing, visitor screening, meeting and travel arrangements, prepare documents and reports, maintain office systems, act as liaison for administrative issues, and perform basic bookkeeping and research for the supervisor.

Support underwriting and portfolio management by monitoring financial exception reports, updating tickler dates, escalating missing financials, coordinating receipt and imaging of statements, contacting borrowers/CPAs, monitoring delinquent items, and providing timely information to CPMs and Loan Officers.

Monitors financial exception reports, updates tickler dates, escalates missing financial statements after 45 days, ensures documents are imaged and delivered for review, contacts borrowers/bookkeepers/CPAs to obtain required financials, monitors portfolio reports (delinquent taxes, collateral, past due loans), works with loan officers to clear exceptions, and provides timely customer service to CPMs and Loan Officers.