LOAN ASSISTANT
On-siteFort Worth, Texas, United States
Job Summary
Process consumer, commercial, and real estate loans by running credit reports, conducting account research, and generating commitment, engagement, auction, and decline letters. Accept and process loan payments, transfers, and advances while boarding documents on the Bank's computer systems and updating loan records. Maintain UCC-1 filings, monitor tickler reports, and distribute daily and monthly reports. Answer telephone requests, handle in-person customer service inquiries, and send form letters and brochures. Advise customers on loan or credit information and cross-sell establishment products as appropriate. Adhere to Loan Policy and Procedures while supporting compliance with all laws, policies, and procedures.
Required Qualifications
- High school diploma or general education degree (GED)
- At least 2-3 years of similar work experience
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
- Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form
- Ability to read, analyze, and interpret technical procedures and/or governmental regulations
- Ability to write reports, business correspondence, and procedure manuals
- Ability to effectively present information and respond to questions from other employees, customers and the general public
- Ability to calculate basic math figures and amounts
- Knowledge of Microsoft Internet Explorer and Microsoft Office software
- Ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds
- Ability to attend training as required by GPB
- Ability to comply with all laws, policies and procedures
Desired Qualifications
- College certificate
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