Lending Assistant

Description

BankSouth has an immediate opening for an experienced Lending Assistant at our Watkinsville branch (Athens, GA area).  The Lending Assistant is a key member of our Loan Origination team whose primary goal is to help local businesses achieve their financial goals.  Our ideal candidate will have 1-3 years of experience supporting commercial lenders.

Selected candidate will enjoy an excellent benefit package including: 100% bank paid employee-only medical & dental premiums; short and long term disability, and term life insurance. We also offer affordable vision coverage, health flexible spending accounts, generous paid time off, paid holidays, a 401(k) retirement plan with company match, bank-wide wellness program, supplemental accident and critical illness policies, group discounts and savings perks, and our free Complete Checking account. BankSouth offers a competitive compensation program with incentives tied to individual and bank performance. Our formal employee recognition program, strong community involvement, and fun annual events make BankSouth a great place to work!  

Responsibilities include, but are not limited to:

• Working with relationship managers and loan processors to facilitate document prep and loan closings;
• Scanning and uploading any hard copy documentation received from the customer;
• Entering loans into nCino;
• Sending loan forms, disclosure agreements and other supporting documentation to customers for completion and signature;
• Ordering appraisals/evaluations reports and income/employment verification;
• Requesting title and lien searches; obtaining flood determinations and processing credit verification requests;
• Funding loans at closing and performing review of executed documents;
• Uploading note and funding tickets into nCino for booking ;
• Placing loan documents into specific stacking order and sending to collateral specialist after loan has been funded and submitted for booking;
• Following up/clearing document exceptions in a timely manner;

Qualifications

Superior customer service, issue resolution, as well as clear verbal and written communication skills are required. The ability to successfully work as part of a team while completing individual responsibilities is necessary. We offer a comprehensive benefit package, a welcoming workplace and a salary commensurate with experience. High school diploma or equivalent; 1-3 years of experience supporting lenders; solid experience with Microsoft Office (Outlook, Word, Excel).

Core Characteristics and Skills:

• Integrity, discretion and respect for confidential information
• Ability to handle multiple tasks simultaneously in a fast paced, diverse and growth -oriented environment.
• Sound oral and written communication skills
• Interpersonal Skills that invoke a team approach and cooperative attitude
• Knowledge of loan policy and procedures

BankSouth is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, sexual orientation, gender identity, disability, or veteran status.

ADA Requirements

Physical Requirements

Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.

Working Conditions

Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.

Mental and/or Emotional Requirements

Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.