Loan Administration Assistant St. Robert

Description

General Statement of Duties:  This position assists loan administration and loan officers with all aspects of loan administrative duties.  The loan administration assistant will need to have basic lending knowledge and be self-motivated to stay on top of assigned tasks. This position will be responsible for collection and tracking of insurance, scanning and filing loan documents, completing offsite inspections, and other duties as assigned. Upholding customer confidentiality is a must.

Essential Job Functions:

• Collection and tracking of insurance
• Scanning and filing loan documents
• Completion of collateral inspections and inspection memo’s
• Collecting and tracking financial documentation as needed from borrowers
• Complete cash flow analysis as needed
• Obtain lien waivers and complete draws requests for construction loans
• Balance construction budgets
• Work with loan officer and complete modifications on maturing loans.
• Complete deed of releases and handle paid out loans
• Handle repossession process and documentation
• Light collection duties on past due loans as needed by Loan Officer
• Backup to Loan Admin for loan file requests
• Assist customers and other financial institutions over the phone, in person, or in writing with routine inquiries regarding payoffs & general loan inquiries
• Serves customers in a cordial and professional manner to ensure customer satisfaction with service provided by the bank
• Takes advantage of opportunities to promote the Bank when involved in voluntary community activities and civic organizations to cross sell the Bank’s products and services
• Completes other duties as assigned

Qualifications

Job Requirements:

• High school diploma or equivalent.
• One year prior loan processing or loan administrative experience required.
• Basic knowledge of the bank’s products and services preferred.
• Prior experience in a customer service environment preferred.
• Experience with calculators, standard office equipment, and PC software such as Excel, Word, and Outlook preferred.
• Prior experience working within a team environment preferred.
• Demonstrated aptitude for accuracy with numbers.
• Strong decision making skills.
• Ability to plan, prioritize, meets deadlines, manage multiple tasks, and work under pressure.
• Excellent oral and written communication skills.
• Ability to maintain a pleasant attitude throughout the entire work day.
• Demonstrated aptitude for learning new policies and procedures.
• Ability to concentrate on complex projects.
• Excellent human relations/customer service skills to effectively interact with customers and co-workers.
• Ability to pay attention to detail.
• Self-motivated and results oriented.