Lending Support Specialist

Platte-Valley-Companies; Casper (WY); Vor Ort; USD 36.000 - 48.000; Vollzeit

Zusammenfassung

Platte Valley Bank is seeking a Staff Assistant to provide crucial administrative support to the Lending Officers and team. You will greet clients, answer calls, prepare and verify loan documents, and maintain loan records.

This role requires accuracy, confidentiality, and strong communication skills within a banking environment. The candidate may be placed at I, II, or III level depending on education and experience; comprehensive responsibilities include handling payments, reviewing files, and

Qualifikationen

• High School diploma or equivalent is required.
• One year of banking experience preferred for Staff Assistant I.
• 3–5 years of experience in lending support for Staff Assistant II.
• 5–10 years of experience supporting a large loan portfolio for Staff Assistant III.
• Typing speed of 70 wpm; proficient with Word, Excel, and Outlook.

Aufgaben

• Provides administrative support to Lending Officers.
• Answer, respond and direct calls and emails; greet clients professionally.
• Prepare and verify loan documents; review loan specifics to determine documents.
• Post new loans in the system and run GL tickets.
• Maintain and update loan records; process payments and disbursements.
• Review credit files to update UCC/EFS filings and status reports.
• Research and resolve problems; balance monthly reports and inquiries.
• Assist loan officers and customers with inquiries; perform other duties as assigned.

Kenntnisse

Administrative skills

Organizational skills

Work under pressure

Typing 70 wpm

MS Word/Excel/Outlook

Oral and written communication

Confidentiality

Self-starting

Teamwork

Ausbildung

High School diploma or equivalent

Banking knowledge (qualifying background)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

10-key data entry

Jobbeschreibung

Platte Valley Bank is seeking a Staff Assistant to provide crucial administrative support to the Lending Officers and team. You will greet clients, answer calls, prepare and verify loan documents, and maintain loan records.

This role requires accuracy, confidentiality, and strong communication skills within a banking environment. The candidate may be placed at I, II, or III level depending on education and experience; comprehensive responsibilities include handling payments, reviewing files, and