Loan Receptionist

Shelby Savings Bank•Hemphill, TX

22h•Onsite

About The Position

The Loan Administrative Assistant is generally the first person most people will see when they enter the loan department of the Bank, so it is important to be friendly, courteous, and professional. Under direct supervision of the Loan Officer, this position provides administrative and secretarial support for the officer and the loan department. Interactions with a diverse group of people throughout the day when accepting phone calls, assisting clients in the office, mailing or emailing important information or documents, as well as internal contact at all levels within the Bank, call for good communication skills, discretion and respect on the part of the Assistant. It is not uncommon for an assistant to be performing several jobs at one time. Constantly having to stop one job in order to do another, and having the ability to pick up and satisfactorily complete each task in a timely manner calls for excellent organizational skills and multitasking capabilities.

Requirements

High school diploma or equivalent
Background check must be passed
Perform basic math functions
Ability to read and interpret policies, procedures, memorandums, etc.
Ability to present oneself in appropriately clean professional dress and manner
Provide courteous, knowledgeable and professional customer service both in person and on the phone
Excellent organizational skills and multitasking capabilities
Assume responsibility, display initiative, and exercise good judgment
Display an ability to remain attentive and discreet
Ability to work cooperatively with others as part of a formal or informal team to accomplish Bank goals; to respect the needs, ideas, and contributions of others

Responsibilities

Provide the highest level of service.
Greet every customer with a warm welcome and a smile.
Assist customers in determining their needs; possibly answering questions, both in person and on the phone about their existing loans, deposit accounts or providing information on new products
Answer phone calls directed to loan officer or the loan department in general.
Provide administrative support and assistance for all aspects of the lending process
Collect all necessary customer information for loan process, ensuring that loan applications are complete, pulling credit report, gathering financial information, NADA reports, etc. prior to inputting data into system
Collect pledged security instruments, prepare documentation and file with appropriate authority for recording in order to perfect lien
Complete Adverse Action documentation and place into the shared Adverse Actions folder in SSBTX loans.
Maintain and apply knowledge of current lending policies, procedures, and regulations
Accept any walk-up customer/person who is needing a Notary/documents notarized
Promote bank products or services
Refer customers to appropriate bank personnel for products or services not offered in loan department and kindly walk or ask them to be walked to the correct department
Always keep desk/area secure and clean with no customer or personal information out to be seen
Report any discrepancies or suspicious activity
Train new loan assistants
Involvement in community events and/or civic organizations
Other duties as assigned