Capital Advantage/Lending Assistant

COMMUNITY NATIONAL BANK•Midland, TX

2d•Onsite

About The Position

Works closely with department to make sure batches are being purchased, payments posted, invoices are being verified and daily work completed. Works closely with customers to help assist any question they may have. Assists Loan officers with reports and customer concerns.

Requirements

Above average computer skills.
Ability to operate various office machines.
Ability to multi-task.
Ability to adapt to technological changes and apply new knowledge to responsibilities.

Responsibilities

Staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
Ensuring all batches are balanced, posted, and that a total has been run for each batch as received.
Entering batches for sales, credits, and payments per customer.
Printing or viewing batch reports.
Making sure deposits are completed.
Informing customers and their officers in case of their Reserve accounts shortages.
Running D&B reports for any vendor with large invoice amount, delinquent payment history, or when requested by officers for their customers.
Balancing Capital Advantage by running a report on Capital Advantage and comparing it to a report obtained through Viewpoint on Navigator.
Running EOP process for each customer.
Requiring re-purchase of receivable that have aged beyond bank-defined delinquency criteria and making necessary accounting entries.
Transferring any reserve excess via transaction management on Navigator when requested by customer, for those on a monthly transfer schedule, or those that were short at month end.
Preparing loan documents for Capital Advantage loans.
Assisting new customers with the entire set up process, including completing all documents required for implementation, creating new customer accounts, logging in, uploading vendor information, and uploading invoice batch.
Preparing invoices for verification by obtaining vendor name, invoice number, amount, and contact name and/or phone number.
Reviewing all Capital Advantage documents upon completion of implementation, before sending to the loan officer for signatures.
Sending loan documents to the loan assistants, officers, and /or loan processing for signing and/or booking.
Contacting customers to notify them of any past due payments.
Assisting customers with any miscellaneous payments, concerns, questions, and loan applications.
Maintaining regular and punctual attendance.
Working cooperatively with others.
Working overtime as needed.
Performing other duties as required or assigned which are reasonably within the scope of the duties in the job classification.