Loan Administrative Assistant

Union State Bank•Bartlesville, OK

About The Position

To provide clerical and administrative support to the Bartlesville market in the loan administration area. Open new deposit accounts as requested. To maintain exceptional customer relations, provide timely assistance and cross-sell Bank products and services whenever possible.

Requirements

A high school diploma or equivalent required.
Ability to communicate, written and verbal, effectively with people both internally and externally.
High degree of accuracy and attention to detail with the ability to handle multiple tasks and meet deadlines.
Ability to identify and resolve problems.
Organizational and time management skills.
Ability to work with all levels within the organization.
Basic computer skills to include proficiency in Microsoft Office Suite products .
Able to handle confidential information and positively represent the company.
Understand Federal, State and Union State banking rules and regulations.
Continuing education to maintain regulatory and procedural knowledge is required.

Nice To Haves

Previous loan processing experience preferred.
Previous retail customer service preferred.
Bank related courses strongly recommended.

Responsibilities

Performs all related loan department responsibilities including, but not limited to; running credit reports and conducting account research; processing consumer and commercial loan payments and advances; reviewing loan approvals for completeness; order loan documents; preparing and sending commitment, engagement, auction and decline letters; and other documents as requested.
Answers the telephone; responds to routine loan officer or customer inquiries related to loan account balances, payments, and payoff requests.
Order/Request third party reports for the loan files such as appraisals, title commitments and Phase 1 ESA reports
May assist in loan closing, as requested.
May assist with consumer lending needs, as requested, and approved.
Request financial information from existing and prospective clients.
Provide general secretarial and clerical support to Bartlesville loan officers and Market President.
May coordinate calendars, schedules and meetings of Market President and other staff as necessary.
Open new deposit accounts for customers as needed.
Cross-sell bank products and services as needed and to promote various marketing campaigns.
Refer customers to other bank personnel for specialized customer needs.
Build and maintain loan information on new and existing customers as requested by Bartlesville lending staff.
Order loan documents for loan officer(s) as requested.
Prepare reports and documents and take minutes for Oklahoma Loan Committee and other committees, assigned.
Work loan exceptions under loan officer direction.
Perform loan administration duties, as required, or assigned.
Order title work for Bartlesville market as directed.
Understand Federal, State and Union State Bank rules and regulations.
Perform other duties as may be required or assigned.