What are the responsibilities and job description for the Loan Admin Assistant position at Aston Carter?
Job Title : Loan Admin Assistant
Job Description
We are seeking a skilled Loan Admin Assistant to join a local bank's team. The ideal candidate will assist in ordering related documents from third-party vendors and external institutions for commercial loans, manage customer files, and collaborate with the Relationship Management and Loan Servicing teams.
Responsibilities
- Prepare documentation sheet checking off all items as they are received to ensure files are completed in a timely manner.
- Correspond with various institutions and vendors to obtain information needed such as title commitments, UCC pre-searches and filings, environmental reports, appraisals, flood and tax service; review for accuracy.
- Order and review loan documents to ensure accuracy of documents including but not limited to : rate, term, proper vesting, legal descriptions, dates, signatures, etc.
- Maintain a tickler system to follow-up on covenants for the department as required by the various loan agreements.
- Work with Title Company to ensure our lien is recorded timely and accurately, and the final title commitment is received.
- Assist as needed with pending items / documentation from customers, institutions, and vendors.
- Track and follow up on maintenance of files including but not limited to : rate and payment changes, automatic payment, online banking, insurance, UCC renewals, financial statements and tax returns, corporate verification of status, inspections, etc.
- Follow up and assist Loan Servicing on maintenance of files and needed documentation.
- Actively participate in bank-related and community volunteer events.
- Assist Relationship Managers with marketing and workflow as needed.
- Monitor loans serviced through loan servicing to ensure that required changes are made and are accurate; work as liaison with other departments.
- Refer likely candidates for the bank's products and services to the appropriate person for follow-up and close of sale.
- Provide clerical assistance as needed, including answering telephones, taking messages, and assisting customers and branch personnel with questions or problems concerning loans.
- Maintain and balance holdover accounts, balance budget, and upload accounts payable for the department as assigned.
- Help the department with marketing as needed.
- Complete and maintain reports, forms, and files for adverse action to ensure compliance.
- Ensure documents are within the lending policies and procedures of the bank.
- Prepare monthly Production Report for the department and compile Maturing Loans Report and Past Due Report monthly.
- Maintain service level expectations as defined by the bank.
- Perform related duties as assigned.
- Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
Essential Skills
Additional Skills & Qualifications
Work Environment
This role requires you to work on-site from 8 am to 5 pm. The work environment includes collaborating with various teams, handling multiple tasks, and maintaining compliance with banking regulations. This position offers significant opportunities for growth, with a career track that includes advancement to level 3 Loan Assistant and subsequent roles as a credit analyst, each with corresponding pay increases.
Pay and Benefits
The pay range for this position is $21.00 - $25.00 / hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following :
Workplace Type
This is a fully onsite position in Coeur d'Alene,ID.
Application Deadline
This position is anticipated to close on Feb 28, 2025.
About Aston Carter :
Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.
Diversity, Equity & Inclusion
At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through :
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.
Salary : $21 - $25
