Relationship Assistant II Information

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National Penn Bancshares Inc

National Penn Bancshares, Inc., with approximately $8.5 billion in assets, is a bank holding company based in Pennsylvania. Headquartered in Boyertown, National Penn operates 122 branch offices comprising 121 branches in Pennsylvania and one branch in Maryland through National Penn Bank and its KNBT and Nittany Bank divisions.National Penn’s financial services affiliates are National Penn Wealth Management, N.A., including its National Penn Investors Trust Company division; National Penn Capi... Read More

Address	W1, 1617 John F Kennedy Boulevard Philadelphia, PA 19103 (215) 448-9620
Website	www.snl.com/
Holding	No Holding Details

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Relationship Assistant II

Job Description

Assists commercial lenders in servicing client relationships.

   1. Support commercial lenders in servicing their commercial loan portfolios.
   2. Review and prepare commercial loan documentation requests.
   3. Processing financial transactions for commercial customers (e.g. loan payments or borrowings from their line, wire and money transfers, and adjustments to accounts and processing loan fees). Many of these are done through online systems.
   4. Verification and tracking (including set up of tracking via One Point) of financial statements, covenant calculations, other financial reporting, insurance and exceptions. (With assistance from the RM).
   5. Draft commitment letters (in certain instances), line of credit extension letters and various other correspondences to be reviewed and approved by the RM.
   6. Other administrative duties as assigned.

Qualifications

    * One-year certificate from college or technical school or equivalent combination of education and experience (banking experience is preferred) that gives an understanding of work procedures, job standards and the job knowledge.
    * Intermediate or better keyboarding skills.
    * Basic math skills.
    * Intermediate language skills, Good interpersonal and problem resolution skills.
    * Moderate reasoning skills.
    * Proficiency in Microsoft Word, Excel and PowerPoint.