Office Support

• Monitor assigned credit portfolios, including past dues, payments, loan document exceptions, collateral monitoring, and compliance requirements
• Identify issues or irregularities and escalate matters appropriately
• Partner with Relationship Managers, Portfolio Managers, and product teams to support client relationship activities and identify potential service needs
• Support loan pre-boarding and post-boarding tasks, overdrafts, and ACH suspensions
• Navigate Web OD, nCino, Salesforce, HOGAN, AFS, and Treasury Management client platforms
• Perform RPMS maintenance and research to support accurate client and portfolio information
• Complete account maintenance, research, and resolution of internal inquiries
• Adhere to departmental policies, procedures, and applicable risk and control expectations
• Maintain accurate files and client records, including KYC, flood, appraisal, and regulatory documentation
• Ensure deliverables are completed to standard and within required timelines
• Build knowledge of credit, loan systems, and compliance processes while progressing toward higher-level responsibilities

Middle Office Support Banker

• Answer telephone calls; receive, greet, and escort visitors; and refer inquiries to appropriate staff
• Schedule and coordinate appointments and meetings and arrange conference rooms using ReserveIT
• Manage files and records, including preparing federal records for archiving or disposal
• Scan, digitize, upload, and file documents in electronic repositories
• Prepare and route reports, correspondence, memoranda, cables, and diplomatic notes
• Download, store, and distribute materials from approved computer systems, the internet, and intranet
• Send and retrieve materials via facsimile and maintain tracking documentation
• Deliver materials and packages or coordinate pickup and distribution
• Copy, collate, and assemble materials for meetings, briefings, and official activities
• Prepare and submit Time and Attendance data using WEB TATEL
• Prepare travel orders and support travel arrangements using E2 Solutions
• Prepare travel, taxi, and reimbursement vouchers
• Prepare diplomatic passport and visa request documentation
• Draft country clearance requests using myServices
• Serve as first point of contact for office SharePoint sites and update SharePoint pages and directories
• Finalize and deliver documentation for 7th floor Principals
• Retrieve and monitor ALDAC cables through SMART and route them appropriately
• Compile annual performance appraisal documentation and upload it to ePerformance
• Order office supplies through myServices and coordinate pickup
• Provide logistical support for conferences and meetings
• Prepare work orders for services and supplies and coordinate with the General Services Officer
• Maintain the office management calendar and provide updated information to management
• Prepare meeting briefs and background information for managers
• Record meeting minutes and prepare briefing materials for distribution and follow-up
• Develop and maintain office administration SOPs
• Update seating charts, organization charts, phone lists, and welcome books
• Perform other duties as assigned

Office Management, Secretarial Support

• Answer telephone calls, receive and escort visitors, and refer inquiries to appropriate staff
• Schedule and coordinate appointments and meetings and arrange conference rooms using ReserveIT
• Manage files and records, including preparing federal records for archiving or disposal
• Scan, digitize, upload, and file documents in electronic repositories
• Prepare and route reports, correspondence, memoranda, cables, and diplomatic notes
• Download, store, and distribute materials from approved computer systems, the internet, and intranet
• Send and retrieve facsimiles with documentation and tracking
• Deliver or coordinate pickup and distribution of materials and packages
• Copy, collate, and assemble materials for meetings, briefings, and official activities
• Prepare and submit Time and Attendance data using WEB TATEL
• Prepare travel orders and support travel arrangements using E2 Solutions
• Prepare travel, taxi, and reimbursement vouchers
• Prepare diplomatic passport and visa request documentation
• Draft country clearance requests using myServices
• Serve as first point of contact for office SharePoint sites and update SharePoint pages and directories
• Finalize and deliver documentation for 7th floor Principals
• Retrieve and monitor ALDAC cables through SMART and route them appropriately
• Compile annual performance appraisal documentation and upload it to ePerformance
• Order office supplies through myServices and coordinate pickup
• Provide logistical support for conferences and meetings
• Prepare work orders for services and supplies and coordinate with the General Services Officer
• Maintain the office management calendar and provide updated information to management
• Prepare meeting briefs and background information for managers
• Record meeting minutes and prepare briefing materials
• Develop and maintain office administration SOPs
• Update seating charts, organization charts, phone lists, and welcome books
• Perform other duties as assigned
• Report to the Program Manager
• Work onsite in the main office

• Analyze client needs to develop customer-centric solutions that enhance customer experience and drive business growth
• Design customer journey maps to create seamless and personalized client experiences
• Collaborate with team members across varying client challenges and scopes
• Take ownership of personal development and consistently deliver quality work
• Gather information from diverse sources, analyze facts, and discern patterns for informed decision-making
• Develop commercial awareness and apply professional standards
• Engage in customer experience strategy to improve satisfaction, loyalty, and advocacy
• Utilize customer data management techniques to support client engagement and retention strategies
• Implement business process improvements to optimize customer service management and client support
• Conduct customer journey analysis to enhance customer relations and value propositions

Office Support jobs in United States

Middle Office Support Banker

Office Management, Secretarial Support

Office Management, Secretarial Support

Front Office Strategy Consulting – Service & Support Experienced Associate