Loan Administrative Executive Assistant - Raleigh

Southern First Bank•Raleigh, NC

About The Position

Southern First is seeking a Loan Administrative Executive Assistant to support loan administration in Raleigh. The role prepares loan closing packages, coordinates closings and communications with attorneys, disburses loan proceeds, processes payoffs and invoices, and assists with construction loan advances. The assistant responds to client inquiries, maintains loan documentation and exception records, provides support to lenders, and handles company funds. The position also includes other duties as assigned.

Requirements

High school diploma and previous banking and/or financial experience.
Knowledge of banking terminology and procedures.
Interpersonal skills to represent the Bank positively when dealing with clients and team members.
Ability to adjust to change and work as a team player.
Regular, consistent, and professional attendance, punctuality, and personal appearance.
Ability to work independently, take initiative, and exercise judgment and make decisions within the scope of authority.
Ability to solve problems using intuition and analytics.
Ability to think and act quickly and follow procedures.
High competency in secretarial duties and working knowledge of composing written communications.
Knowledge of documentation and compliance regulations for business and consumer loans.
Computer literacy with word processors and ability to learn new loan-processing and client-inquiry programs.

Nice To Haves

Two to four years of college experience in a business field is preferable.

Responsibilities

Prepare loan closing packages, schedule loan closing dates, and communicate with attorneys.
Disburse loan proceeds after receiving executed loan documents, using official checks, wire transfers, or deposits to client accounts.
Quote and process loan payoffs, enter correct transactions, and issue payments for overages when needed.
Coordinate with inspectors and appraisers regarding disbursement of construction loan advances.
Process payment of invoices and fees as needed.
Work directly with clients when a loan officer is unavailable.
Respond to client inquiries, researching payments, billing notices, or loan documentation as needed.
Work and resolve the exceptions report to maintain the required percentage of outstanding exceptions relative to loan volume.
Provide the loan department with copies of payoff requests promptly and ensure documentation is filed in credit and real estate files.
Assist other lenders as needed.
Handle company funds.
Complete other duties as assigned.