LOAN ADMIN ASSISTANT

Whitaker Bank Corp of Kentucky•Frankfort, KY

About The Position

The position of Loan Administrative Assistant is responsible for providing administrative and secretarial support to their Supervisor and Lending Staff; greets visitors and answers the telephone; receives and distributes mail and correspondence; gathers data and compiles various reports for management; photocopies materials; maintains files; issues correspondence; promotes business for the Bank by maintaining good customer relations, with an emphasis on Lending. Assures compliance with all Bank policies and procedures, as well as, all applicable state and federal banking regulations.

Requirements

Associate’s degree (AA) or equivalent from a 4-Year college or technical school; or 1 year of related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of administrative duties with a financial institution background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
Proficient secretarial skills typically resulting from a combination of education in computer operation and several years of experience in administrative or secretarial positions.
Basic knowledge of related state and federal banking compliance regulations, and other Bank operational policies.
Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures.
Basic knowledge of general office practices.
Skills in operating telephone equipment and a pleasant speaking voice.
Courteous social skills to welcome visitors in a business environment.
Intermediate skills in computer terminal and personal computer operation; mainframe computer system; and word processing, spreadsheet and graphical software programs.
Intermediate typing skills to meet production needs of the position.
Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
Effective verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
Effective organizational and time management skills.
Ability to work with minimal supervision while performing duties.
Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.

Responsibilities

Work with credit files – take applications, order appraisals and title work, close loans, take payments
Performs required secretarial duties; takes and/or transcribes dictation; composes and proofreads correspondence for supervisor’s signature; sets up and maintains files; maintains calendar for supervisor and training room; makes traveling arrangements and reservations; acts as a receptionist by answering and directing telephone calls; attends meetings and prepares and distributes meeting minutes; and sorts, screens and distributes mail.
Maintains office supplies; maintains inventory; prepares documentation and orders supplies and forms; conducts follow-up to ensure receipt of items and resolve related problems; refers problems to appropriate individuals; and ensures answers or information is received by inquiring party.
Gathers and calculates data and prepares a variety of monthly, quarterly and annual reports for management ensuring reports are accurate, complete and prepared on schedule.
Performs official notary duties.
Composes, prepares and issues correspondence such as internal memorandums and letters to customers or contractors.
Provides effective customer service and assists in resolving problems within given authority.
Operates computer terminal or personal computer to input and process data.
Routes incoming and outgoing mail and reports.
Performs routine clerical duties including, but not limited to, word processing, filing, faxing, and copying.
Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions.
You are to conduct yourself professionally and as a bank representative while at work and in public.
Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action.
Follows policies and procedures; completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the bank through outside activities.
Performs the position safely, without endangering the health or safety to themselves or others, and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct.