Loan Administrative Assistant

Shelby Savings Bank•Center, TX

3h•Onsite

About The Position

The Loan Administrative Assistant serves as the initial point of contact for visitors to the Bank's loan department, requiring a friendly, courteous, and professional demeanor. This role provides administrative and secretarial support to the Loan Officer and the broader loan department, operating under direct supervision. The position involves frequent interaction with a diverse group of people, including clients in person and over the phone, as well as internal bank personnel at all levels. Strong communication skills, discretion, and respect are essential. The assistant must possess excellent organizational skills and multitasking capabilities, as the role often requires managing multiple tasks simultaneously and switching between them efficiently to ensure timely completion.

Requirements

High school diploma or equivalent.
Background check must be passed.
Perform basic math functions.
Ability to read and interpret policies, procedures, memorandums, etc.
Ability to present oneself in an appropriately clean professional dress and manner.
Provide courteous, knowledgeable and professional customer service both in person and on the phone.
Excellent organizational skills and multitasking capabilities.
Assume responsibility, display initiative, and exercise good judgment.
Display an ability to remain attentive and discreet.
Ability to work cooperatively with others as part of a formal or informal team to accomplish Bank goals; to respect the needs, ideas, and contributions of others.

Responsibilities

Provide the highest level of service.
Greet every customer with a warm welcome and a smile.
Assist customers in determining their needs; possibly answering questions, both in person and on the phone about their existing loans, deposit accounts or providing information on new products.
Answer phone calls directed to loan officer or the loan department in general.
Provide administrative support and assistance for all aspects of the lending process.
Collect all necessary customer information for loan process, ensuring that loan application are complete, pulling credit report, gathering financial information, NADA reports, etc. prior to inputting data into system.
Collect pledged security instruments, prepare documentation and file with appropriate authority for recording in order to perfect lien.
Prepare all loan documents and close loan in accordance to policy and procedures as requested by loan officer.
Arrange loan files to ensure proper order and accuracy of documents, verifying that all documents have been properly executed.
Digitize and maintain loan documents along with documentation for pledged securities.
Type, mail and arrange Adverse Action documentation.
Maintain and apply knowledge of current lending policies, procedures, and regulations.
Notary duties.
Promote bank products or services.
Refer customers to appropriate bank personnel for products or services not offered in loan department.
Keep desk/area secure and clean at all times.
Report any discrepancies or suspicious activity.
Train new loan assistants.
Involvement in community events and/or civic organizations.
Other duties as assigned.