Loan Assistant

Classic Bank N A • Giddings, TX • 7h ago

General Summary

Assists and supports day to day activities of the loan officer. Processes and tracks loan documents by performing the following duties:

Essential Functions

Writes up worksheets, applications, loan agreements, inspections and HMDA worksheets

Handles courthouse/County Clerk filings; titles, etc.

Creates a temporary file and track documents for all real estate loans

Identifies and resolves problems in a timely manner

Acts as the communicator with our credit analyst (Michelle Harris in Cameron)

Processes written correspondence to customers and others

Reviews applications and perform debt to income calculations

Becomes familiar with and uses Connections

Writes demand letters

Keeps the Excel spreadsheet postings

Opens and processes supervisor's mail and answers phone calls

Assists with keeping all files in order, and imaged

Becomes proficient in documentation requirements as per loan @type

Prepares entries to be posted (GL tickets, journal entries, online posting, and wire out forms)

AFT/ACH setup

Reviews all loan packages for required documentation and errors

Works loan officer's exception lists, assisting in obtaining follow-up documentation as well as keeping the loan officer apprised of outstanding items

Coordinates and communicates with Branch Manager to assist with rotations of opening, closing, lunch periods, etc.; particularly at small branch locations

Other duties as assigned.

Knowledge, Skills, and Abilities

Knowledge of the Internet, Microsoft Excel, Word, and Outlook

Ability and willingness to gain proficiency with the Core System, Imaging System, and Connections

Attention to detail

Pursues training and development opportunities

Ability to deal with difficult or emotional customer situations, respond promptly to customer needs, and respond to requests for service and assistance

Speaks clearly in positive or negative situations. Listens and gets clarification.

Writes clearly and informatively, editing work for spelling and grammar

Treats everyone with respect and consideration regardless of their status or position. Keeps commitments. Works with integrity and ethically

Supports Classic Bank's goals and values

Adapts to changes in the work environment, dealing with frequent change, delays, or unexpected events

Follows instruction, responding to the direction of management.

Volunteers readily. Asks for and offers help when needed

Education and Experience

High School Diploma/GED Required

Banking experience preferred

Experience with 10-key calculator

Working Conditions

Expresses or exchanges ideas by means of the spoken and written word

May be required to stand or sit for long periods of time

May occasionally lift up to 25 pounds

Exposure to a potentially hazardous condition - robbery. Receives detailed instructions and procedures to be followed to minimize the risk

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this job.

NOTE: All statements reflect the general components considered necessary to describe the principal functions of the position as identified and shall not be considered as a detailed description of all the requirements that may be inherent in the position. Since it is difficult to identify all essential functions of a position because of changes in the workplace, the facility will review this Job Description periodically to ensure it is accurate and up-to-date.

Qualifications

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