Loan Administrative Assistant- Downtown, Sulphur Springs, TX

City National Bank of Sulphur Springs; Sulphur Springs (TX); On-site; USD 32,000 - 42,000; Full time

Benefits offered by this job

401k matching

Medical insurance

Dental insurance

Group Term and Voluntary Term Life保险

Paid Time Off

H.S.A. Contributions (based on eligibl

Tuition Reimbursement (based on eligib

Typical hours are Monday throughFriday

Job summary

City National Bank of Sulphur Springs is seeking a Loan Administrative Assistant to support the Loan Officer by gathering and compiling information for monitoring existing customers and new loan applicants. The role emphasizes accurate documentation, strong communication, and professional customer service in a banking environment, with standard hours Monday to Friday.

Experience in loan processing is preferred but not required, and candidate should be detail-oriented and trustworthy.

Qualifications

• Excellent verbal and written communication skills.
• Ability to complete accurate and timely documentation.
• Demonstrates a helpful and friendly attitude.
• Provide excellent customer service in a professional and timely manner
• Trustworthiness and the ability to act with integrity.

Responsibilities

• Assists potential borrowers with completion of initial loan applications; reviews submitted applications for accuracy and completion, requesting additional information or detail as needed.
• Verifies information and financial history provided; acquires borrowers’ credit reports from major credit reporting bureau(s).
• Facilitates information between customers and potential customers with loan officers.
• Assist Loan Officer in preparation of documentation necessary to fund and secure loans.
• Works closely with the bank’s Audit and Loan Control Departments to ensure customer loan files are documented in compliance with bank and regulatory requirements.
• Performs clerical duties including typing, filing, and completion of forms.
• Operates office machines including copiers, scanners, phone and voicemail systems, personal computers, and other standard office equipment.
• Greets visitors and applicants.
• Answers phones, directs calls to appropriate individuals, and prepares messages.
• Manages calendars and schedules appointments.
• Performs other related duties as assigned.

Skills

Communication

Documentation

Customer service

Integrity

Teamwork

Education

High school diploma

Job description

Loan Administrative Assistant

The Loan Administrative Assistant works under the supervision of the Loan Officer and assists as directed in gathering and compiling required information utilized for monitoring existing customers and new loan applicants.

The Loan Administrative Assistant works under the supervision of the Loan Officer and assists as directed in gathering and compiling required information utilized for monitoring existing customers and new loan applicants.

Job Summary

The Loan Administrative Assistant works under the supervision of the Loan Officer and assists as directed in gathering and compiling required information utilized for monitoring existing customers and new loan applicants.

Duties/Responsibilities

• Assists potential borrowers with completion of initial loan applications; reviews submitted applications for accuracy and completion, requesting additional information or detail as needed.
• Verifies information and financial history provided; acquires borrowers’ credit reports from major credit reporting bureau(s).
• Facilitates information between customers and potential customers with loan officers.
• Assist Loan Officer in preparation of documentation necessary to fund and secure loans.
• Works closely with the bank’s Audit and Loan Control Departments to ensure customer loan files are documented in compliance with bank and regulatory requirements.
• Performs clerical duties including typing, filing, and completion of forms.
• Operates office machines including copiers, scanners, phone and voicemail systems, personal computers, and other standard office equipment.
• Greets visitors and applicants.
• Answers phones, directs calls to appropriate individuals, and prepares messages.
• Manages calendars and schedules appointments.
• Performs other related duties as assigned.

Required Skills/Abilities

• Excellent verbal and written communication skills.
• Ability to complete accurate and timely documentation.
• Demonstrates a helpful and friendly attitude.
• Provide excellent customer service in a professional and timely manner
• Trustworthiness and the ability to act with integrity.
• Experience in loan processing preferred but not required

Education and Experience

• High school diploma or equivalent preferred.
• Minimum age 18.
• Previous experience working directly with the public is preferred.
• Complete and pass all required training courses as assigned

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Benefits

• 401k matching
• Medical insurance
• Dental insurance
• Group Term and Voluntary Term Life insurance
• Paid Time Off
• H.S.A. Contributions (based on eligibility)
• Tuition Reimbursement (based on eligibility)
• Typical hours are Monday through Friday 8am to 5pm

City National Bank is an Equal Opportunity Employer