Credit Department Assistant

SYNERGY BANK•Cypress Gardens, LA

6d•Onsite

About The Position

The Credit Department Assistant provides clerical and operational support to the Credit Department by performing daily tasks related to loan processing, financial documentation, and record maintenance. This role ensures accurate and timely handling of financial information, assists with loan and appraisal processes, and supports internal staff with credit-related activities. The position requires strong organizational skills, attention to detail, and the ability to manage confidential information.

Requirements

High school diploma or equivalent required
Proficiency in Microsoft Word and Excel
General knowledge of banking systems (e.g., CSI)
Understanding of personal and corporate financial statements and tax returns
Strong attention to detail and organizational skills
Ability to multitask and prioritize in a fast-paced environment
Strong verbal and written communication skills
Ability to work independently and as part of a team
Professional appearance and demeanor
Ability to work at a computer for extended periods
Ability to interact with customers and staff through various communication methods
Ability to squat or reach to access files and supplies
Ability to lift approximately 10–30 pounds as needed
Ability to travel for off-site audits as required
Ability to remain attentive and focused throughout the workday
Ability to follow instructions and procedures accurately
Ability to make sound decisions and respond appropriately in a fast-paced environment
Ability to handle confidential information responsibly
Maintain honesty, integrity, and high ethical standards.
Demonstrate accountability and professionalism.
Maintain confidentiality of sensitive customer and Bank information.
Exhibit strong attention to detail and accuracy.
Support a team-oriented and compliance-focused work environment.
Demonstrate sound judgment and leadership in addressing compliance risks.

Nice To Haves

Bachelor’s degree in Finance or Accounting preferred
Relevant experience in banking, accounting, or credit operations preferred

Responsibilities

Prepare renewal packages for loan officers on maturing loans
Assist with daily tasks associated with new and existing loans
Request financial statements and other required documentation from customers
Maintain a database for financial statements and ensure information remains current
Spread and update financial information for internal use and customer communication
Monitor asset-based lines of credit, including processing advances and payments
Request and monitor accounts receivable aging reports
Maintain accounts receivable logs
Monitor floor plan financing in accordance with established procedures
Perform on-site and off-site accounts receivable audits as required
Scan, index, and file appraisals, evaluations, confirmations, and revalidations
Re-index appraisals under new loan numbers as needed
Assist as backup for appraisal-related functions
Maintain and update property descriptions
Ensure loan and appraisal documentation is accurate and complete
Scan, index, and file financial statements, tax returns, and supporting documents
Maintain organized records of all credit-related documentation
Ensure confidentiality and accuracy of all stored information
Communicate professionally with customers via phone, email, and mail regarding financial documentation and appraisals
Provide excellent customer service and maintain a high level of professionalism
Answer incoming calls promptly and route inquiries appropriately
Assist Credit Department Supervisor, Credit Analysts, Loan Operations Director, Chief Credit Officer, lenders, loan assistants, and Compliance Officer as needed
Maintain a strong understanding of bank products and services to support cross-selling efforts
Coordinate with internal departments to support credit and loan processes
Follow all bank, department, and security policies and procedures
Maintain confidentiality of all customer and bank information
Demonstrate professionalism, integrity, and ethical behavior
Perform additional duties as assigned