What are the responsibilities and job description for the Loan Assistant position at Bank7?
Loan Assistant
We are looking for an individual to join our team in the role of Loan Assistant for the Mustang, Oklahoma market. Under the supervision of the Commercial and Consumer Lending Group, this role performs a variety of Loan Assistant functions in connection with Real Estate, Commercial, and Consumer loans. The individual will have a good understanding of Microsoft Excel and Word. Previous loan administration/documentation experience preferred. The knowledge of Fiserv or Sageworks products is a plus.
Essential Job Functions and Responsibilities:
- Assist with preparation of Small Business and Consumer loan documentation.
- Coordinate loan closings with customers, title companies, appraisers, etc.
- Assist with loan advances, payments, account transfers, general customer needs, research and loan payoff statements.
- Assist with construction advances and inspections.
- Manage exception tracking for the bank.
- Receive, Validate and Complete basic loan maintenance requests.
- Verify that insurance coverage is in place on collateral properties.
- Perform loan research; able to answer and resolve basic inquiries.
- Consistently meet all regulatory and legal guidelines surrounding all assigned functions.
- Observe all security, privacy and compliance requirements.
- Maintain compliance with all applicable regulations including, but not limited to, RESPA, Mortgage Loan Servicing Rules, and the Bank Secrecy Act (BSA).
- Other miscellaneous Administrative functions.
- Regular and predictable attendance, punctuality and dress code.
Qualifications:
- Excellent customer service skills, both oral and written communication.
- Attention to detail and strong organizational skills.
- Must adhere closely to bank policies, procedures and regulations.
- Strong work ethic and high integrity.
- Must be dependable, professional, proactive and courteous.
- Must have ability to effectively contribute to a positive team environment.
- Business degree and/or 2-3 years relevant business experience is preferred.
- Demonstrated ability to learn and use new software and programs.
Job Type: Full time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Paid Time off
- Vision Insurance
Job Type: Full-time
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Physical Setting:
- Office
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Experience:
- Loan processing: 1 year (Required)
- Customer service: 3 years (Preferred)
- Banking: 1 year (Required)
Work Location: In person
