What are the responsibilities and job description for the Administrative Assistant Triad/Consumer Loans position at CNB Bank?
Job Title: Administrative Assistant –Triad/Consumer Loans
Department: Loans
Reports To: AVP/Loans
SUMMARY
The Loan Administrative Assistance position is responsible for assisting the Loan Officer in performing various duties and special projects related to the consumer loan department. Including but not limited to processing consumer, commercial, and Triad payments, advances on lines of credit, updating information on the Bank’s computer system. The position of Loan Administrative Assistant is required to be fully knowledgeable and skilled in all areas of loans, and is expected to provide leadership, training, and support to less experienced department personnel.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Assist Loan Officer in setting up Consumer and TRIAD loan files, responsible for maintaining department files in an accurate and efficient manner.
- Scan/Index and Verify In House Consumer and TRIAD files and other documents as necessary in imaging system in an accurate and efficient manner.
- Manually book Triad loans in system
- Perform procedures related to fundings, pay downs, and disbursement processes within the established time frame
- Prepare daily, weekly, and monthly reports for Triad
- Process daily payments as requested from Triad staff for loan customers
- Works with Loan Officers and third-party professionals (Triad staff, attorneys, etc.) in order to close loans in conformity with approved terms and conditions
- Receive/update past due loans in LOS system for Loan Officer when needed
- Prepare correspondence for Loan Officers as requested.
- Maintain and update customer and loan information in bank’s database as changes occur or are requested
- Ensure follow-up on files pending information.
- Verifies that all pre-closing conditions have been met prior to authorizing funding
- Review documentation of loan closings as needed
- Process closings for Loan Officers when necessary
- Perform other related duties as assigned.
- Provide Notary Services to walk in customers
QUALIFICATIONS and/or EXPERIENCE
- High School education or GED
- Strong interpersonal communication and phone etiquette
- Proficient computer skills (Microsoft Word and Excel), including accuracy
- Ability to work independently, multi-task, prioritize and follow instruction/meet deadlines in a timely manner
- Attention to detail, accuracy and follow-through
- Spanish-speaking preferred, but not required
- Lending/banking experience preferred, but not required
Physical Demand and Equipment Used
- Must be able to sit, walk or stand for extended periods
- Must be able to travel to branch locations
- Must be able to travel within town for business related matters (DMV, Title Companies, etc.)
- General Office Environment
