Credit Workflow Specialist

FIRST BANK and TRUST New Orleans, LA

JOB SUMMARY: The primary function of the Credit Workflow Specialist is to enable a seamless, end-to end credit/lending analysis and decisioning workflow by leveraging internal systems and processes, including support to internal.  Secondary job function is to assist the departmental administrative activities that result in overall efficiency and effectiveness of the Credit Department.


Primary Function: Workflow Specialist

·         Monitor any incoming workflows from consumer/commercial intake systems.  This includes maintaining a log of credits submitted for analysis and checking to make sure that all required financial information is received before completing the file for analyst assignment.

·         Maintain electronic folders with current credit department information. This includes uploading documents into document management systems, and monitoring naming conventions.

·         Assemble any required data for credit analysis, by use of bank systems

·         Maintain, and prepare reports as needed, pipeline for management and staff.

·         Prepare all credits for presentation to various committees, including managing and preparing agenda report.

·         Prepare minutes for weekly loan committee meetings.

·         Obtain necessary approval authorities on credit packages, including review and tracking of policy exceptions.

·         Assist in Asset Based Lending administrative tasks as needed, including data entry, TMS, etc.

·         Review all loan modifications / extensions of maturity, ensuring accuracy and appropriate approval authority.

·         Serve as primary point of contact and support specialist (helpdesk) for lending/credit software systems, including but not limited to Sageworks and ACTion.

·         As Sageworks Helpdesk contact, ensure timely response, assistance, and coordination with our partners at Sageworks to ensure positive customer experiences, especially core solutions of Loan Application, Workflow, and Loan Administration.


Secondary Function: Office Duties

·         Oversee administrative aspects of the department, including but not limited to, departmental mail, office supplies/copier, continuing education, calendars, support calls/emails, and other tasks as assigned by manager or executive office.

·         Ad-hoc reports, analysis, or duties, relating to credit or lending processes, at the direction of Credit Manager.

·         Demonstrates appropriate personal and interpersonal behavior, attitude, judgment, communication, and initiative with customers and employees in order to ensure the highest level of professionalism and promote team spirit throughout the bank.

·         Preservation of confidentiality of information communicated received from and communicated by clients, prospects, and employer within the scope of the client-employee, prospect-employee, and employer-employee relationship unless the employee receives information concerning illegal activities on the part of the client, prospect, or employer.

·         Ability to accept/complete a myriad of responsibilities of the department, including but not limited to, loan review, portfolio, account, and collateral management, asset-based lending, minute recording, file/queue preparation, and reporting.

·         Perform other job duties and assist the Credit Analysis Manager as required.

 This description is intended to outline the principal duties, responsibilities, and accountabilities of the position, but may not cover all tasks or functions for which the person holding the position will be held accountable.




·         A bachelor’s degree is preferred but not required.

·         A minimum of 3 years of prior work experience in financial/bank office environment, or other similar relevant experience.

·         Gain complete familiarity with the Bank’s lending and credit policies and guidelines, in order to provide the highest quality of service to customers and to safeguard the Bank’s position.

·         It is imperative that the candidate have the ability to work with various personalities on a daily basis and maintain a great attitude.

·         Providing quality and friendly service is a major component in the position of Workflow Specialist. The candidate must be a “people person” who enjoys providing assistance and helping solve problems.

·         Ability to work in a team environment.

·         Entrepreneurial and innovative.

·         Ability to work well under pressure, efficiently, and timely in a deadline driven environment, which often includes effective multi-tasking; requires prioritization of work with limited direction. Candidate will have the motivation to take on additional work as needed and be self-initiated.

·         A high degree of professionalism and discretion to review and maintain confidential financial and credit information.

·         Excellent communication skills – both oral and written.

·         Excellent PC and typing skills including, Microsoft Office, specialized credit analysis packages, web-based workflow tools, and Adobe Acrobat (full)/DC.

 Physical Demands: While performing the duties of this job, the employee is regularly required to stand; walk; sit; use hands and fingers to feel or handle equipment and files; reach with hands and arms, and talk and hear.  The employee is occasionally required to climb or balance and stoop, kneel, crouch or crawl.  The employee must regularly lift and/or move up to 2.5 pounds.  The employee occasionally lifts and/or moves up to 10 pounds.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

 Work Environment: The work environment is a dedicated cubicle or office.  All areas are air conditioned or heated.  

FIRST BANK and TRUST is an EEO employer - M/F/Vets/Disabled
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