Project Administrator, Commercial
- Full-Time
- Livermore, CA
- Fremont Bank
- Posted 3 years ago – Accepting applications
Job Description
Fremont Bank founded in 1964, is one of the oldest independently owned banks in the Bay Area and is one of the top rated mid-tier banks in the nation. Voted a Top Workplace for 2021 and for the past eleven consecutive years, Fremont Bank has an immediate opening for a Project Administrator, Commercial in Livermore, CA.
Position Overview
The Project Administrator, Commercial, is responsible for providing project administrative support, reporting and analytics on projects under the supervision of a project manager. This includes assisting in meeting scheduling, creating and distributing communications and notes, and report writing.
Role and Responsibilities
Assist with responsibilities for a successful launch coordination of new products- Facilitate meetings when necessary to review procedure, policies or new products and obtains appropriate level of approvals (Officers Loan Committee, Directors Loan Committee, Compliance, Legal, etc.)
- Participate in meetings when required, record minutes, and follow-up on deliverables
- Gather project data, analyze project status and create presentations under direction of Managers, Director, VPs or CCO
- Provide professional support and direction to any announcements, updates or products or associates
- Maintain appropriate written or verbal communications within area of responsibility
- Prepare internal/external formalized announcements
- Create and maintain Commercial Lending Operations procedures (including PIT Procedures)
- Update Job aids/reference pages and documentation based on policy or guideline changes
- Track and update Commercial Compliance spreadsheets
- Analyze and distribute Compliance FDIC Financial Institution Letters
- Vendor Management Tracking (Vendor onboarding, spreadsheet tracking, requesting/follow up/obtaining updated due diligence documentation requirements) as applicable
- Coordinate, set up logistics for conference rooms/meetings
- Prepare and send out reports and extracts as applicable
- Prepare monthly expense, auto mileage reports for managers as needed
- Prepare budget variance and incentive reporting
- Maintain organizational charts
- Assist with associate onboarding, PAN updates and FTE reporting
- Share point page creation, uploads and updates
- Prepare form updates
- Special Projects as assigned
Minimum Qualifications
- Bachelor's Degree in Business, Finance, Project Management (preferred) or equivalent work experience
- 2+ years of administrative, tracking reports, budgeting and project management experience preferred
- Must possess excellent verbal and written communication skills
- Must have a strong analytical skill set and people skills
- Must have experience using Microsoft Office (Excel, Word, PowerPoint, Visio, Project)
- Must have ability to work in a team environment, presenting a professional image and commanding respect of staff, peers, and senior management
- Admin experience
- Able to prioritize and maintain workflow with minimal supervision
- Knowledgeable project tracking and coordinating
- Knowledge of extracting reporting data
- Previous knowledge in updating procedures and guidelines
- Experience using Tableau, Excel, Project to create reports preferred
- Experience in a Commercial Banking environment preferred
- Project management experience or project management training preferred
- Experience with Share Point preferred
- Any experience with Agile Scrum a plus
Job Location: Livermore, CA