First Mid Bancshares, Inc.
Edinburgh, Midlothian
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Primary liaison between other supporting departments within the Bank, such as Central Loan Processing, Loan Documentation, Collateral Services, Compliance, Treasury Management and Deposit Operations. Responsible for providing day to day support to the lending team including coordinating loan closing, organizing customer files, monitoring financial documents and supporting all lending initiatives. Generates new business through cross-selling activities with existing commercial clients to other areas of the Bank including Wealth Management, Insurance, Mortgage and Retail. Performs record keeping functions including payment processing and balancing. Acts as first point of contact with loan customers and responsible for providing a high level of customer service. A Senior Loan Administrator is responsible for training new commercial Loan Administrators and providing guidance and training, as needed, to other Loan Coordinators. Responsibilities Assists loan officers by preparing various documents such as sending notices, preparing past due correspondence, ordering credit bureau reports and appraisals and preparing customer correspondence. Assists loan officers in gathering information for new loan requests and submits loan requests and supporting documentation to Central Loan Processing. Maintains a strong knowledge of the Bank's loan policy. Works independently handling accounts of larger size and complexity and/or larger volume of accounts. Maintains customer's credit file in an orderly and accurate manner while in their possession. Forwards new loans and updated documentation to Post Closing to be archived on Director. Reviews files for appropriate documents and responsible for following up on exceptions. Effectively communicate and work with In-House Legal Counsel, Outside Legal Counsel to gather pertinent due diligence items to ensure closing deadlines are met efficiently. Greet customers and prospective customers, directing them to the appropriate personnel. Interact, both verbally and written, with clients to collect data, documents, and assist with various general customer service requests (i.e. payments, advance requests, wire requests, amortization schedules, address changes account history). Assists customers with questions, balance information, payments, line of credit advances, payoff quotes and tax reporting calculations on a continuous basis. Effectively plan for upcoming workflow and maintain very organized paper and electronic files Process annual renewals, new loan requests and loan modifications independently and maintain pace with month end, quarter end and year end volume levels Obtain all pre-closing documentation requirements, such as payoff requests, title work, flood search / letter, appraisals, entity documents, Certificate of Beneficial Ownership, corporate searches, UCC searches, insurance, surveys, environmental reports, credit reports for new loans, renewals and modifications. Review loan documents prior to closing to ensure no changes to loan documents were made at closing without approval per policy. Monitor and assist in clearing exception items. Provide back-up support for other Loan Administrators during vacations and other high-volume periods. Retrieves information requested for credit ratings and loan confirmations. Prints, reviews and distributes a variety of management reports. Completed required training associated with job function. Qualifications Education & Experience Bachelor's Degree preferred 5+ years of experience working with commercial loans required Prior knowledge and understanding of commercial real estate and commercial industrial loans required. Skills Effectively and proficiently use all required / necessary software applications (Word, Excel, Outlook, Jack Henry, Director). Proven knowledge and experience of lending function, loan system and Premier system. Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner. High level of interpersonal skills to interact with customers and potential customers in a professional manner. High level of knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment. Total Rewards Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
At First Mid, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of discretionary short-term incentives (i.e. bonus, incentives, and/or commission). Benefits for this role include comprehensive healthcare, well-being benefits, paid family leave as well as generous paid time off. Total Rewards also include banking perks, tuition reimbursement, an Employee Stock Purchase Plan, and a 401K plan with company match. Incentives and benefits are subject to eligibility requirements. Primary liaison between other supporting departments within the Bank, such as Central Loan Processing, Loan Documentation, Collateral Services, Compliance, Treasury Management and Deposit Operations. Responsible for providing day to day support to the lending team including coordinating loan closing, organizing customer files, monitoring financial documents and supporting all lending initiatives. Generates new business through cross-selling activities with existing commercial clients to other areas of the Bank including Wealth Management, Insurance, Mortgage and Retail. Performs record keeping functions including payment processing and balancing. Acts as first point of contact with loan customers and responsible for providing a high level of customer service. A Senior Loan Administrator is responsible for training new commercial Loan Administrators and providing guidance and training, as needed, to other Loan Coordinators. Responsibilities Assists loan officers by preparing various documents such as sending notices, preparing past due correspondence, ordering credit bureau reports and appraisals and preparing customer correspondence. Assists loan officers in gathering information for new loan requests and submits loan requests and supporting documentation to Central Loan Processing. Maintains a strong knowledge of the Bank's loan policy. Works independently handling accounts of larger size and complexity and/or larger volume of accounts. Maintains customer's credit file in an orderly and accurate manner while in their possession. Forwards new loans and updated documentation to Post Closing to be archived on Director. Reviews files for appropriate documents and responsible for following up on exceptions. Effectively communicate and work with In-House Legal Counsel, Outside Legal Counsel to gather pertinent due diligence items to ensure closing deadlines are met efficiently. Greet customers and prospective customers, directing them to the appropriate personnel. Interact, both verbally and written, with clients to collect data, documents, and assist with various general customer service requests (i.e. payments, advance requests, wire requests, amortization schedules, address changes account history). Assists customers with questions, balance information, payments, line of credit advances, payoff quotes and tax reporting calculations on a continuous basis. Effectively plan for upcoming workflow and maintain very organized paper and electronic files Process annual renewals, new loan requests and loan modifications independently and maintain pace with month end, quarter end and year end volume levels Obtain all pre-closing documentation requirements, such as payoff requests, title work, flood search / letter, appraisals, entity documents, Certificate of Beneficial Ownership, corporate searches, UCC searches, insurance, surveys, environmental reports, credit reports for new loans, renewals and modifications. Review loan documents prior to closing to ensure no changes to loan documents were made at closing without approval per policy. Monitor and assist in clearing exception items. Provide back-up support for other Loan Administrators during vacations and other high-volume periods. Retrieves information requested for credit ratings and loan confirmations. Prints, reviews and distributes a variety of management reports. Completed required training associated with job function. Qualifications Education & Experience Bachelor's Degree preferred 5+ years of experience working with commercial loans required Prior knowledge and understanding of commercial real estate and commercial industrial loans required. Skills Effectively and proficiently use all required / necessary software applications (Word, Excel, Outlook, Jack Henry, Director). Proven knowledge and experience of lending function, loan system and Premier system. Must be able to work with a significant amount of detailed information in an accurate, timely and confidential manner. High level of interpersonal skills to interact with customers and potential customers in a professional manner. High level of knowledge of both internal policies and procedures and the respective state and federal laws and regulations governing departmental functions to ensure performance of individual job duties within the proper control environment. Total Rewards Competitive health, dental & vision coverage with HSA match 401(k) with employer match + Employee Stock Purchase Plan Generous PTO, paid holidays & parental leave Tuition reimbursement & performance-based bonuses First Mid Bancshares, Inc. is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, protected veteran status, or any other applicable federal or state-protected classification. THIS JOB DESCRIPTION DOES NOT CONSTITUTE A CONTRACT FOR EMPLOYMENT
Forrest Recruitment
Sandbach, Cheshire
Admin Team Leader Sandbach Permanent £30,000 £35,000 DOE Are you an experienced operations professional looking to take the next step in your career? Our client, a well-established and growing financial services firm, is seeking a proactive and highly organised Admin Team Leader to lead their administration function and ensure the smooth running of the business. In this pivotal role, you will be responsible for: Leading and supporting a team of five financial administrators, managing workflows and ensuring high-quality service delivery Training, coaching, and developing team members Playing an active role in day-to-day financial planning administration Maintaining exceptional client service standards and supporting operational efficiency Ensuring full compliance with regulatory requirements, internal processes, and industry standards Liaising with third-party providers and clients to ensure clear communication and timely follow-up Handling escalated client queries and acting as a key point of contact, providing professional and efficient resolution Driving continuous process improvements to enhance business performance Collaborating closely with advisers, paraplanners, and senior leadership The successful candidate will have at least three years experience within financial services ideally within an IFA, wealth management, or financial planning environment. You ll bring proven leadership or team management experience, with the ability to motivate, coach, and develop others. A strong working knowledge of the Intelligent Office (IO) system is essential. You will be an excellent communicator with strong organisational skills, exceptional attention to detail, and a hands-on approach. If you are committed to delivering outstanding service in a fast-paced environment, we d love to hear from you. The role offers a competitive salary, a 37.5-hour working week with flexible working hours and the option to work from home one day per week. For more information, contact Nicola or Amy on (phone number removed) or forward your CV for consideration. Please note: Due to the high volume of applications, only candidates successfully shortlisted will be contacted. Follow us on LinkedIn and Facebook for updates, recruitment news, new vacancies, and more!
Admin Team Leader Sandbach Permanent £30,000 £35,000 DOE Are you an experienced operations professional looking to take the next step in your career? Our client, a well-established and growing financial services firm, is seeking a proactive and highly organised Admin Team Leader to lead their administration function and ensure the smooth running of the business. In this pivotal role, you will be responsible for: Leading and supporting a team of five financial administrators, managing workflows and ensuring high-quality service delivery Training, coaching, and developing team members Playing an active role in day-to-day financial planning administration Maintaining exceptional client service standards and supporting operational efficiency Ensuring full compliance with regulatory requirements, internal processes, and industry standards Liaising with third-party providers and clients to ensure clear communication and timely follow-up Handling escalated client queries and acting as a key point of contact, providing professional and efficient resolution Driving continuous process improvements to enhance business performance Collaborating closely with advisers, paraplanners, and senior leadership The successful candidate will have at least three years experience within financial services ideally within an IFA, wealth management, or financial planning environment. You ll bring proven leadership or team management experience, with the ability to motivate, coach, and develop others. A strong working knowledge of the Intelligent Office (IO) system is essential. You will be an excellent communicator with strong organisational skills, exceptional attention to detail, and a hands-on approach. If you are committed to delivering outstanding service in a fast-paced environment, we d love to hear from you. The role offers a competitive salary, a 37.5-hour working week with flexible working hours and the option to work from home one day per week. For more information, contact Nicola or Amy on (phone number removed) or forward your CV for consideration. Please note: Due to the high volume of applications, only candidates successfully shortlisted will be contacted. Follow us on LinkedIn and Facebook for updates, recruitment news, new vacancies, and more!