Loan Secretary

Farmers Bank Of Northern Missouri • Unionville, MO

6d

About The Position

The Loan Secretary performs clerical and technical duties to assist lenders and handles routine and complex customer inquiries while maintaining favorable customer service. The role includes preparing loan documentation and supporting loan extensions, renewals, and closings; processing customer transactions and payments; maintaining credit files and tickler systems; and preparing reports. The Loan Secretary follows Bank procedures, stays current on federal and state regulations, and represents the Bank courteously and professionally.

Requirements

• High school diploma or equivalent.
• Excellent written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills and a proven ability to meet deadlines.
• Proficiency with Microsoft Office Suite or related software.

Nice To Haves

• Some prior loan administration or customer service experience.

Responsibilities

• Prepare loan documentation, extensions, renewals, and closings.
• Note and verify significant information as required by Bank policy and procedure.
• Ensure Bank procedures are followed.
• Exercise discretion, judgment, and initiative regarding transaction problems and procedures.
• Identify customers’ financial needs and cross-sell the Bank’s products and services.
• Receive payments from customers.
• Provide prompt, efficient, and accurate service in processing transactions.
• Maintain BIS tickler systems as directed.
• Maintain credit files in a neat and orderly manner.
• Prepare and distribute necessary reports.
• Stay up to date on federal and state regulations.
• Represent the Bank in a courteous and professional manner.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED