Credit Department Assistant

SYNERGY BANK • Cypress Gardens, LA

30d • $18 - $23 • Onsite

About The Position

The Credit Department Assistant provides clerical assistance to the Credit Department and performs various daily tasks associated with loans.

Requirements

• Knowledge of Accounting and Financial documents OR Banking experience OR Prior experience with loans
• High School Diploma or Equivalent Required
• Must have six months of service in current position with the bank
• Proficient in Microsoft Word and basic understanding of Microsoft Excel.
• Ability to pay close attention to detail.
• Ability to multi-task in a fast-paced work environment.
• Ability to organize and prioritize daily tasks.
• Ability to present a business professional appearance.
• Must have reliable transportation to commute to and from work.
• Must be able to work at a computer station in front of a monitor for up to 4 hours at a time without the opportunity for a break.
• Must be able to interact with the public utilizing various methods of communication.
• Employee may be required to squat and remain in that position for short periods of time while searching for and/or reaching for files and supplies at ground level. This could occur as few or as many times as necessary to accomplish the required task.
• Must be able to lift and carry approximately 10-15 pounds multiple times throughout the day.
• Travel to offsite audits as needed.
• Must have the attention span to stay alert and attentive during a normal 8-hour workday.
• Must be able to follow instructions and procedures exactly as trained or directed by his or her supervisor.
• Must be able to listen to, grasp, and respond positively to supervision and instructions by Management.
• Physical and cognitive ability to perform the essential duties and functions of his/her job.
• Ability to safeguard and maintain confidential information as directed by Federal law and Company policy.

Nice To Haves

• Bachelors of Finance or Accounting
• Ability to identify financial and loan documents.
• Knowledge of CSI Systems.
• Experience in scanning and indexing documents
• Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.

Responsibilities

• Prepare renewal package for loan officers on maturing loans.
• Professional correspondence with borrowers as required
• Accurate scanning, indexing, and filing of financials, tax returns, and appraisals
• Monitor asset-based lines of credit, making advances and payments as needed.
• Request and monitor accounts receivable aging’s.
• Maintaining accounts receivable monthly log
• Monitor floor plans according to the applicable procedure
• Perform on and off-site accounts receivable audits as required.
• Appraisal functions of the department.
• Maintains a good understanding of all bank products and services to effectively cross sell.
• Fields incoming calls to the department ensuring phones are answered by the third ring.
• Assists the Credit Department Supervisor, Credit Analysts’, and lending staff as directed by supervisor.
• Requests financial information prior to expiration set forth by department guidelines as directed by supervisor
• Performs daily tasks associated with new loans within department guidelines and directed by supervisor.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED