Loan Assistant I
On-siteKaty, Texas, United States
Job Summary
Represent the bank professionally by greeting customers, handling incoming calls and mail, and accepting loan payments and deposits. Process credit reports and denials, obtain necessary documents, and produce loan documents and renewal loans accurately. Type memos, letters, and reports while imaging documents into the electronic filing system. Work exception reports, call past due customers, and set up meetings and conference calls. Proactively monitor schedules to resolve conflicts and maintain knowledge of banking products to cross-sell. Comply with all federal, state, and local regulatory rules, privacy policies, and company procedures. Complete required regulatory compliance training and perform additional duties assigned by management.
Required Qualifications
- High School diploma or equivalent
- Minimum 2 years customer service experience
- Minimum 1 years loan administrative experience in commercial real estate loans
- Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators
- Must be able to routinely perform work on computer for an average of 6-8 hours per day
- Must be able to work extended hours or travel off site whenever required or requested by management
- Must be capable of regular, reliable and timely attendance
- Must be capable of climbing / descending stairs in an emergency situation
- The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes
- Must be able to sit
- Must be able to use hands in repetitive motions to finger, grasp, handle or feel
- Must be able to talk or hear
- Must be able to stand
- Must be able to walk
- Must be able to lift or reach with hands and arms
- Must live within 30 minutes of the bank's location listed below
- Must be legally authorized to work in the US
Desired Qualifications
- Associates degree or higher
- Minimum 2 years loan administrative experience in commercial real estate loans
- Displays passion, commitment, and drive to deliver an experience that improves our customer's financial lives
- Superior time management and organizational skills
- Ability to learn new technology, adapt to change, demonstrate initiative and a commitment to continuous learning
- Demonstrate professionalism in speech, demeanor, and dress
- Be a team player/leader
- Handle sensitive information with the highest degree of integrity and confidentiality
- Expert knowledge in Microsoft Office (Word, Excel, PowerPoint and Outlook)
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