Loan Staff Assistant III

Platte Valley Companies•Greeley, CO

5d•$28 - $35

About The Position

Provide support services to the loan department, loan documentation preparation, payments and maintenance processing. Handle legal documentation, titles, UCC, and other miscellaneous items associated with the loan area. Insure that loan files are updated and maintained on Synergy and in the physical loan file.

Requirements

High School diploma or equivalent.
5-10 years of experience in loan documentation and lending area.
Educational background in accounting or equivalent obtained through practical experience.
Must possess administrative and organizational skills.
Must have the ability to work in a high-pressure environment.
Computer skills required including: Word, Excel, Microsoft Outlook, etc.
Effective oral and written communication skills.
Self-sufficient and self-starting work style.
General areas of competency: decision making, dependability, development, environmental safety, evaluation skills, interpersonal skills, prioritizing, problem solving, selling skills, team skills and time management.
Professional appearance.
Must be capable of working with and maintaining the confidentiality of sensitive information.

Responsibilities

Support Lending Operations by reviewing loan documentation and providing administrative support to Lending Officers.
Responsible for the training of new team members in Staff Assistant role.
Support Staff Assistant on documentation and perfection of collateral questions and document review.
Perform as a subject matter expert in the loan department by assisting other processors through guidance and review.
Serve as point of contact for clients requiring advanced service levels.
Prepare and verify loan documents. Review loan specifics to determine documents to be used.
Post new loans into the system and run corresponding GL tickets.
Maintain and update loan records on the appropriate platform and in the file.
Process payments and disbursements. Compare and verify loan payments and disbursements to loan requirements. Review policy guidelines for conformance to standards, notify supervisor of discrepancies.
Ongoing review of Credit Files to update UCC/EFS filings and maintain status reporting of pending documentation.
Research and resolve problems and discrepancies. Process corrective action, assist loan officers and customers by researching and responding to inquiring. Maintain and balance monthly reports.
Reviewing previous days loan input and reports making sure corrections are completed.
Other duties as assigned.