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 and client service in Raleigh. The role prepares loan closing packages, coordinates closing schedules and communications with attorneys, handles loan proceeds and payoffs, supports construction loan advances, and assists with invoices, exceptions, records, and client inquiries. The position also provides support to lenders and handles company funds. The role requires banking or financial experience, familiarity with loan documentation and compliance, strong administrative and communication skills, and the ability to work independently while collaborating with the team. The work environment involves regular and predictable attendance, extended periods seated at a computer, and little to no travel. Other duties may be assigned by supervisors as appropriate.

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 willingness to be a team player.
Professional attendance, punctuality, and personal appearance.
Ability to work independently, take initiative, exercise judgment, and make decisions within the scope of authority.
Problem-solving ability using a combination of intuition and analytics.
Ability to think and act quickly and follow procedures.
Competence in secretarial duties and working knowledge of composing written communications.
Knowledge of documentation and compliance regulations for business and consumer loans.
Computer literacy, including word-processing ability and willingness to learn new programs for loan processing and client inquiry.
Ability to sit in front of a computer for extended periods.

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 or correspond with attorneys.
Disburse loan proceeds after receipt of executed loan documents through official checks, wire transfers, or deposits to client accounts.
Quote and process requested loan payoffs, make correct entries, and issue payments for overages as needed.
Coordinate with inspectors and appraisers in disbursing construction loan advances.
Process invoices and fees as needed.
Work directly with clients when a loan officer is unavailable and respond to inquiries requiring research into payments, billing notices, or loan documentation.
Work and satisfy exception reports to maintain the minimum percentage of outstanding exceptions per loan volume.
Provide the loan department with copies of loan payoff requests in a timely manner and file documentation in credit and real estate files.
Assist other lenders as needed.
Handle company funds.
Perform other duties as assigned.
Maintain regular and predictable attendance.