Loan Assistant

FIRSTAR BANK•Muskogee, OK

1d•Onsite

About The Position

Provide efficient, professional, and friendly administrative services to the Lending Staff as well as to all customers. This role involves supporting lending staff with various administrative tasks, managing loan documentation, and interacting with customers to ensure smooth loan processing and excellent service.

Requirements

Ability to respond in a fast paced, fluid environment and be held to minimum production standards while maintaining excellent organizational skills.
Proactive; desire to identify opportunities rather than react to problems.
Interpersonal/service-oriented skills and aptitude
High integrity and outstanding work ethic; ability to maintain confidentiality is a requirement.
Excellent written, verbal and organization skills.
Ability to read and understand policies and procedures
Ability to build professional relationships with coworkers and customers.
Strong computer skills; working knowledge of Microsoft Office Suite, including Microsoft Word and Excel.
Strong attention to detail while still successfully multitasking.
Strong sense of initiative; self-motivated; work well without close supervision.
Minimum one (1) year experience working in an office and/or customer service environment.
High School diploma, or equivalent.

Responsibilities

Provide assistance to Lending staff including updating loan data for entry into electronic files and assembling documentation for loans.
Order credit reports, appraisals and floods, initiate title work and conduct UCC searches.
Ensure loan files contain accurate documents with proper signatures, dates, correct legal descriptions and other data.
Perform transfers, advances, or other transactions for customers.
Review loan exceptions with Loan Officer.
Answer incoming phone calls quickly and efficiently and determine the caller needs.
Prepare requisitions for approval and payment submission, as needed.
Perform clerical duties copy, scanning, fax, and indexing.
When necessary, control opening and closing hours of the bank as it relates to the front entrance doors.
Maintain and demonstrate knowledge of current bank products and services in order to provide accurate guidance and cross sell to customers.
Maintain knowledge of and ensure compliance with applicable regulatory requirements and internal policies and procedures.
Complete any required annual training and maintain knowledge relevant to the role.
Participate in bank and community initiatives to strengthen visibility and reinforce Firstar’s commitment to the communities it serves.
Perform additional responsibilities as assigned in support of the Bank’s priorities and objectives.