Loan Secretary/Assistant

We are looking for a reliable Loan Assistant competent in assisting and supporting loan officers in processing and managing loan applications, including collecting and verifying documents, communicating with clients, generating loan documentation, monitoring loan payments and reports and ensuring compliance. The successful candidate will be the “frontline” of our bank and will play a fundamental role in achieving our customer satisfaction. You must be comfortable communicating with a wide array of clients and personalities.

Summary:

Prepares loan documents for closing of consumer, commercial and real estate loan products to ensure full compliance with and quality of loan documentation for funding. Resolves loan documentation issues with lending team collaborating on problem solving and process improvements efforts to maintain and continuously improve loan operations policy, procedure, and performance.

Essential Duties & Responsibilities:

To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· Create new loan files by preparing documentation for scanning, entry into system and proper storage.

· Completes quality checks of loan packets, document deficiencies and resolves exceptions with loan officers.

· Completes lien searches and lien filings, title searches, maintains current liens by filing continuations and terminations when needed.

· Monitors cancelled insurance policies and initiate timely follow-up with internal parties.

· When necessary, assists with reports and audits in the evaluation of loan operations performance.

· Ensures loans and processes meet compliance standards.

· Carries out responsibilities with professionalism and respect for others in accordance with bank policies and applicable laws.

· Other duties as assigned

Key Deliverables:

· Timely and complete loan documentation retention, scanning and storage

· Date and document entry and accuracy

· Adheres to policy and procedures

· Performance reporting

Experience:

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

· Associate’s degree (AA) or equivalent from a college or technical school; or three years related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a financial institution operations, sales or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.

· Intermediate experience, knowledge and training in branch operation activities, terminology and products and services related to retail and commercial account customers. Experience with commercial and consumer loans.

· Intermediate knowledge of related state and federal banking compliance regulations, and other Bank operational policies.

· Intermediate skills in Microsoft Office.

· Intermediate typing skills to meet production needs of the position

· Intermediate knowledge of general office practices

· Strong customer service and communications skills

· Basic math skills; calculate interest and balance accounts; locate routine mathematical errors

Job Type: Full-time

Pay: $18.00 - $21.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• How many years of loan processing experience do you have?

Experience:

• Banking: 1 year (Preferred)
• Administrative: 1 year (Preferred)

Work Location: In person