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Intern - Commercial Lending Project Coordinator

  • Internship
    Full-time
    Summer Internship
  • Business, Operations & Strategy
    Banking & Finance
  • Livermore

AI generated summary

  • You must be a junior/senior with a 3.0 GPA, strong research and communication skills, Microsoft Office proficiency, and reliable transportation. Initiative and teamwork are essential.
  • You will coordinate onboarding sessions, review existing materials, collaborate on training design, create Excel report backlogs, and work with analysts to convert reports to Tableau.

Requirements

  • Excellent research and writing skills
  • Strong communication abilities
  • Experience with Microsoft Office Suite
  • Time management and critical thinking skills
  • Ability to take initiative
  • Only individuals possessing outstanding character, a high degree of motivation, and the willingness to learn will be selected.
  • To be considered, students must meet the following qualifications:
  • Candidate should be taking upper division courses (junior or senior year)
  • Candidate should express interest in working in a related field that supports financial services, after graduation
  • Candidate should be in good academic standing with a GPA of 3.0 or higher
  • Candidate must be returning to their campus following the program
  • Have a reliable means of transportation to and from the workplace
  • Have excellent customer services/client focus, teamwork, and collaboration
  • Ability to write and communicate effectively and have solid attention to details
  • Experience in administrative/office support and phone skills
  • Knowledgeable in using Microsoft Offices including Word, Excel (pivot tables, charts); PowerPoint, Visio and Outlook
  • Experience in research, analysis and statistical data are a plus

Responsibilities

  • Coordinate/facilitate working session to identify needs and requirements for associate onboarding
  • Review existing assets to determine gaps
  • Collaborate with Instructional Designer to design and create onboarding and training materials
  • Coordinate/facilitate working session with stakeholders to create backlog of Excel reports to convert
  • Collaborate with Commercial Data Analyst to convert Excel reports to Tableau

FAQs

What is the location of this internship position?

The internship position is located in Livermore, CA.

What is the hourly pay for the intern position?

The hiring salary for the intern position is $20.00 per hour.

What kind of projects will the intern be working on?

The intern will work on projects related to building onboarding and training materials and converting Excel reports to Tableau reports.

Is prior knowledge of Tableau required for this internship?

No, prior knowledge of Tableau is not required.

What qualifications must a candidate meet to be considered for the internship?

Candidates should be upper division students (junior or senior year), express interest in a related field supporting financial services, have a GPA of 3.0 or higher, and must return to campus after the program.

Will the intern have the opportunity to work with experienced professionals?

Yes, the intern will have weekly 1:1 meetings with reporting managers and will attend project status meetings.

What skills are emphasized for applicants to demonstrate?

Applicants should showcase excellent research and writing skills, strong communication abilities, time management, critical thinking skills, and the ability to take initiative.

Are there any specific software skills required for the internship?

Yes, candidates should be knowledgeable in Microsoft Office Suite, including Word, Excel (pivot tables, charts), PowerPoint, Visio, and Outlook.

What can the intern expect to learn during the internship?

The intern will gain a basic understanding of the commercial lending process, a commercial loan origination system, business process analysis skills, and business process documentation skills.

Is transportation to the workplace a requirement for this internship?

Yes, candidates must have a reliable means of transportation to and from the workplace.

Fremont Bank was founded 60 years ago to be a driver of long-term prosperity in our community.

Finance
Industry
501-1000
Employees
1964
Founded Year

Mission & Purpose

Fremont Bank is one of the oldest locally owned banks in the San Francisco Bay Area. It was founded in 1964 and is based in Fremont, California. We know that community banking makes a difference to our customers, our business partners, and our employees. We believe that each success in our community improves the quality of life for us all. That is why we’ve held to an unwavering commitment to providing the communities we serve with financial resources and building professional relationships second-to-none. Fremont Bank was selected as the seventh “Best Workplace in the Bay Area” in the large company category in 2018. We were also honored by the San Francisco Business Times as one of the “Top 65 Corporate Philanthropists in the Greater Bay Area"​. The Bank has made it on the coveted list, which is based on total cash contributions paid by companies to Bay Area nonprofits, every year since it entered the survey in 2003.