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Administrative Assistant- Loan Assistant

CYPRESS BANK, SSB
Pittsburg, TX Full Time
POSTED ON 4/8/2025
AVAILABLE BEFORE 5/7/2025
Job Description

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.

Job Description:

  • 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.

Physical Requirements:

  • This position requires that you lift up to 20 lbs.

Equipment Used:

  • Computer
  • Telephone
  • Fax machine
  • Ten-key calculator
  • Photocopier

Cypress Bank is an Equal Opportunity Employer

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