Lending AA

VeraBank, N.A. • Round Rock, TX

3d • Onsite

About The Position

Provides professional administrative support to the loan officer by assisting in the loan process from application to closing. Researches and responds to customers on multiple issues from loan status to account information. Responsible for referral and cross-sell of bank products and services.

Requirements

• High school diploma or equivalent experience.
• Two to three years experience as an administrative assistant.
• Knowledge of personal computer and related word processing and spreadsheet software.
• Detail oriented.
• Excellent oral and written communication skills.
• Excellent customer service skills.

Nice To Haves

• Prior experience as a lending administrative assistant or other related lending support functions.
• Comprehensive knowledge of banking rules and regulations.
• Familiar with the bank’s core accounting system.
• Ability to work independently and as a team with excellent time management skills.
• Knowledge of various banking departments.

Responsibilities

• Performs professional administrative support in greeting customers, answering telephones, taking messages and providing information related to loan status, payoff, balances, etc. or account information for DDA and savings accounts, preparing letters, memos and reports.
• Accurately and efficiently supports the lending function by preparing loan worksheets and ordering required documentation, such as credit reports, title and lien searches, orders appraisals, surveys and title insurance commitments.
• Assembles loan proposal packets for lending officer submission to loan committee.
• Assists with the loan closing process by scheduling closing dates, obtaining necessary signatures, disbursing loan proceeds, and reviewing documentation after closing to ensure accuracy of loan transactions.
• At officer direction, reviews and determines appropriate action related to insufficient funds items, immediate credit decisions and check cashing approval.

What This Job Offers

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