Commercial Loan Operations Assistant
United Community Bank•South Miami, FL
•$19 - $28•Onsite
About The Position
Assist with consumer and commercial loans in compliance with financial institution policies and procedures. Input and update loan data into financial institution computer system; assemble and verify loan documents for accuracy.
Requirements
- High School diploma or equivalent
- Successful completion of in-house training program or approved external training program
- Good interpersonal communication and organizational skills
- Proficient keyboarding skills
- Proficient in Microsoft office programs
- Good understanding of financial institution products and services and procedures pertaining to loan operations and compliance
- Attention to detail
- Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
- Must be able to pass a criminal background & credit check
Nice To Haves
- Minimum of 1 year experience in a financial organization preferred
- Experience in commercial and consumer lending preferred
Responsibilities
- Provide administrative assistance to the loan officer and staff, including updating loan data or inputting loans into the system as needed, and assembling of loan documentation
- Ensure loan files contain documents with proper signature, dates, and other relevant data
- Assemble and verify accuracy of loan documentation
- Check documents for proper vesting, legal descriptions, closing dates, and signatures
- Perform variety of clerical duties requiring knowledge of departmental procedures and use office computers for data input and other activities
- Order credit reports
- Answer customer inquiries
- Be familiar with bank products and services and look for opportunities to develop new customer relationships and strengthen existing customer relationships using United’s need-based sales approach
- Work loan exceptions
- Obtain and work insurance list
- Create and/or verify wire transfers
- Assist other departments on a temporary basis as needed during peak hours
Benefits
- Equal Opportunity Employer
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
