Loan Officer Assistant

Description

Position Summary: The role is primarily responsible, under general supervision, for performing full administrative and reception duties in support of the branch office by providing customer service, answering calls, handling information requests, ordering supplies and performing clerical functions such as preparing correspondence, copying, filing, faxing, mailing and scheduling meetings.

Key Responsibilities and Accountabilities:

• Welcome visitors by greeting them, making sure they are comfortable, and directing them to the appropriate party.

• Answer incoming calls, provide responsive and courteous service to callers by providing information or routing them to the appropriate party as needed.

• Provide assistance to Manager as needed.

• Collect, sort, and correctly distribute incoming mail and packages; log all packages per branch procedure.

• Assist in the preparation and delivery of mailings as needed.

• Maintain office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing and expediting orders for supplies; verifying receipt of supplies.

• Partner with IT helpdesk and assist in the troubleshooting of basic office technology issues.

• Perform general clerical duties and office support, to include, but not limited to: photocopying, faxing, mail distribution and filing.

• Make copies and prepare other deliverables for meetings and marketing campaigns.

• Maintain a tidy and comfortable office space.

• Coordinate events, meetings, and conferences; prepare agendas and set-up meeting facilities as needed.

• Comply with and follow all applicable policies and procedures as well as governing laws and regulations. This includes but is not limited to: Performing all assigned duties under the WVBK compliance programs and related laws and regulations. Successfully completing all mandatory compliance training and any other laws and regulations as assigned in a timely manner.

• Perform any additional duties, activities or projects assigned by management.

Knowledge, Skills and Abilities:

• Ability to interact effectively with customers via telephone, email and in person.

• Ability to organize and manage multiple priorities simultaneously.

• Intermediate computer skills including: word processing, spreadsheet programs, internet and database management programs.

• Ability to work within a structure, take direction and be a strong team player.

• Ability to communicate clearly and effectively verbally and in writing.

Education and Experience:

• High School Diploma or equivalent

• 1 years of experience in an administrative position

Mental and Physical Effort: Decision making normally involves the ability to apply rules, regulations, policies and procedures to the work. Guidance and direction may be available. lifting equipment or files of 1-10 pounds on a regular basis, lifting equipment or boxes of 10-25 pounds on an occasion. Sits or stands for long periods of time working at a computer and typing. Uses hands to handle controls or feel objects, tools or controls. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.

Working Conditions: Works in a customer facing position in an office environment with minimal workplace hazards and low to moderate levels of noise. May deal with customers or visitors to the workplace who may be upset or pose challenges. Works during the day and during the week, some positions may require working on weekends. Occasional travel to other work sites, conferences, training or meetings may be required.

The Loan Officer Assistant is responsible for providing administrative support to Loan Officers and Business Leaders. 2 years of experience in mortgage lending required. We offer competitive pay and excellent benefits.

At Willamette Valley Bank, we go further for our customers, our employees, and our communities. We have been rated the number one community bank nationwide since 2019 by American Banker. Our focus is on being better, not bigger. Come join the WVBK family!

Qualifications