Loan Administrative Assistant

THE CITY NATIONAL BANK•Sulphur Springs, TX

1d•Onsite

About The Position

The Loan Administrative Assistant works under the supervision of the Loan Officer and assists as directed in gathering and compiling required information utilized for monitoring existing customers and new loan applicants.

Requirements

Excellent verbal and written communication skills.
Ability to complete accurate and timely documentation.
Demonstrates a helpful and friendly attitude.
Provide excellent customer service in a professional and timely manner
Trustworthiness and the ability to act with integrity.
Minimum age 18.

Nice To Haves

Experience in loan processing preferred but not required
Previous experience working directly with the public is preferred.
Complete and pass all required training courses as assigned

Responsibilities

Assists potential borrowers with completion of initial loan applications; reviews submitted applications for accuracy and completion, requesting additional information or detail as needed.
Verifies information and financial history provided; acquires borrowers’ credit reports from major credit reporting bureau(s).
Facilitates information between customers and potential customers with loan officers.
Assist Loan Officer in preparation of documentation necessary to fund and secure loans.
Works closely with the bank’s Audit and Loan Control Departments to ensure customer loan files are documented in compliance with bank and regulatory requirements.
Performs clerical duties including typing, filing, and completion of forms.
Operates office machines including copiers, scanners, phone and voicemail systems, personal computers, and other standard office equipment.
Greets visitors and applicants.
Answers phones, directs calls to appropriate individuals, and prepares messages.
Manages calendars and schedules appointments.
Performs other related duties as assigned.