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Loan Operations Assistant
Synergy Bank Houma, LA
$35k-44k (estimate)
Full Time | Banking 3 Months Ago
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Synergy Bank is Hiring a Loan Operations Assistant Near Houma, LA

DEPARTMENT: Loan Review Compliance
SUPERVISOR: Loan Operations Director
LOCATION: 210 Synergy Center Blvd, Houma, LA 70360
SCHEDULE: Monday - Friday, 8 AM - 5 PM
POSITION SUMMARY: The Loan Operations Assistant provides both employees and customers with loan information and performs assigned daily duties.
POSITION RESPONSIBILITIES:
  • Provides the Synergy Bank standard of excellence in customer service
  • Maintains honesty and the highest level of ethical standards.
  • Handles assigned daily duties in the department which could include the following: collateral monitoring, collateral research, scanning, filing, loan maintenance, new loan uploads, renewals/extensions, credit references, participation processing, process payouts, image documents to credit file, non-post processing, CIP, early disclosures, escrow, insurance, property taxes, loan review, denials, exceptions, credit life insurance, credit bureau reporting and disputes, G/L balancing, loan operations daily work.
  • Answers phone calls as necessary and assists customers according to the Bank’s telephone customer service standards.
  • Checks back new loans, maintenance, and balance accounts.
  • Explains, promotes, and sells bank products and services that enhance the customer’s banking experience.
  • Performs administrative duties such as labeling, copying, scanning, and filing various loan documents.
  • Responsible for quoting payoffs on existing loans.
  • Assists Lenders and Loan Assistants as needed, or as directed by Management.
  • Performs advances of credit and construction loans.
REQUIRED QUALIFICATIONS:
  • Proficient in Microsoft Word and a basic understanding of Microsoft Excel.
  • Ability to pay close attention to detail.
  • Ability to comprehend and analyze information in order to draw a conclusion.
  • Ability to establish and maintain interpersonal relationships to relate with co-workers, customers, and peers.
  • Must have advanced knowledge of bank products and services in order cross-sell both effectively and consistently.
  • Ability to present a business professional appearance.
  • Must have reliable transportation to commute to and from work.
EDUCATION AND EXPERIENCE REQUIRED:
  • High school diploma or equivalent.
  • 1 year of accounting or bookkeeping experience.
EDUCATION AND EXPERIENCE PREFERRED:
  • Knowledge of NuPoint and loan documents.
  • Previous use of 10 key calculator.
  • Previous Teller experience.
COMMUNICATION:
  • Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.
PHYSICAL REQUIREMENTS:
  • Must be able to work at a computer station in front of a monitor for up to 4 hours at a time without the opportunity for a break.
  • Must be able to interact with the public utilizing various methods of communication.
  • Employee may be required to squat and remain in that position for short periods of time while searching for and/or reaching for files and supplies at ground level. This could occur as few or as many times as necessary to accomplish the required task.
  • Must be able to lift and carry approximately 10-15 pounds multiple times throughout the day.
Equal Opportunity Employer/Veterans/Disabled

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$35k-44k (estimate)

POST DATE

03/19/2023

EXPIRATION DATE

08/25/2024

WEBSITE

banksynergy.com

HEADQUARTERS

HOUMA, LA

SIZE

50 - 100

FOUNDED

1999

TYPE

Private

REVENUE

$10M - $50M

INDUSTRY

Banking

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The following is the career advancement route for Loan Operations Assistant positions, which can be used as a reference in future career path planning. As a Loan Operations Assistant, it can be promoted into senior positions as a Loan Servicing Clerk III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Loan Operations Assistant. You can explore the career advancement for a Loan Operations Assistant below and select your interested title to get hiring information.

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