Loan Administrative Assistant

Join our team as a Loan Administrative Assistant, where you will play a vital role in both loan processing and front-line customer service.  The Loan Administrative Assistant provides widespread operational, clerical, and administrative support by assisting the Market President with their loan portfolio, while also serving as a critical backup Bank Teller.   This energetic position offers an exciting opportunity to contribute to the financial services industry by ensuring accurate, compliant, and efficient loan administration from origination to closure, alongside delivering exceptional routine teller services when needed.

Duties and Responsibilities

• Responsibilities include providing administrative assistance to the Market President throughout the loan origination and loan servicing processes regarding consumer, commercial and agricultural loans.
  • Processing, organizing, and typing loan applications, closing documents, and credit files.   Provides comprehensive verbal and written reports to the Market President on loan file status, document exceptions, and portfolio accuracy.
• Perform general word processing, balance sheet preparation, and filings for Market President.
• Collecting financial information, prepare loan documents with high level of accuracy.
• Scan and maintain credit files.
• Book loans onto the system.
• Maintain all loan collateral.
• Review and maintain legal documentation, title reports, insurance policies, flood certificates, etc.
• Create and maintain ticklers for outstanding documentation.
• Work cooperatively with Loan Services Department and Market President to ensure proper documentation in an effective and efficient manner.
• Handling routine face-to-face customer transactions, including check cashing, deposits, withdrawals, loan-related questions, documents and payments.
• Actively participate in customer, community, and public relation activities to increase the bank’s visibility and to enhance new business opportunities.
• Comply with bank policies, operations, security procedures and Bank regulations.
• Perform other duties as assigned by Market President.

Knowledge, Skills and Abilities

• Excellent organizational and multitasking abilities
• Exceptional communication, both verbal and written; excellent customer service skills
• Analytical skills for risk assessment and financial evaluation
• Attention to detail and accuracy
• Ability to work independently and as part of a team
• Experience in loan administration or related financial services is a plus
• Knowledgeable in MS Office Suite (Word, Excel, Outlook)
• Basic math skills; calculating interest and balance accounts; add, subtract, multiply and divide
• Prior experience in a financial services or administrative role is a plus

Qualifications

• High school diploma or GED equivalent required; an associate or bachelor’s degree in finance, business administration, or accounting is a plus.
• 1 to 3 years of general office, clerical, or administrative experience—ideally within a banking, mortgage, courthouse, title company or financial services environment.

Work Environment

While performing the duties of this position, the employee is regularly required to sit and use hands to finger, handle, or feel objects, tools, or controls.  The employee frequently is required to reach with hands and arms and talk or hear.  The employee is occasionally required to walk and periodically lift 20-50 lbs.

Full-Time Benefit Package Includes

• Medical-Dental-Vision (HSA options)
• PTO
• Group Life Insurance
• 401K with Match
• Paid Holidays
• Employee Assistance Program