What are the responsibilities and job description for the Administrative Assistant- Loan Assistant position at CYPRESS BANK, SSB?
Job Description
Position: - Administrative Assistant- Loan Assistant
Reports to: Loan Officer
Job Requirements:
Position: - Administrative Assistant- Loan Assistant
Reports to: Loan Officer
Job Requirements:
- High School Diploma or equivalent; College Degree a plus
- Minimum 3 years experience with consumer/commercial loan documentation and review in a banking or similar environment.
- Thorough knowledge of office practices, procedures, and equipment.
- Extensive knowledge of consumer/commercial loan documentation and loan structures.
- Creative PC skills; working knowledge of Windows, Excel, Word, and Outlook.
- Ability to compose correspondence and prepare reports, loan documents and other materials efficiently and accurately.
- Strong conversational and written communication skills.
- Effective analytical and problem-solving skills.
- Strong organizational and time-management skills.
- Ability to work well in a high-pressure, time-sensitive environment with minimal supervision.
- Procures information necessary to complete loan package and documentation requirements, (i.e., financial statements, tax returns, appraisals, lien searches, collateral verification)
- Identifies and prepares documentation for new loans and renewals.
- Maintains and updates a system to monitor and track information requests relating to collateral values, insurance renewals, UCC expirations, etc.
- Process incoming and outgoing drafts.
- May be responsible for the servicing of loans, ie, payments, insurance, etc.
- Prepares payoff quotes and forwards to lenders and/or client.
- Assist customers with banking issues including but not limited to, loans, deposit accounts and maintenance issues.
- Other duties as assigned.
- This position requires that you lift up to 20 lbs.
- Computer
- Telephone
- Fax machine
- Ten-key calculator
- Photocopier