Loan Administrative Assistant- Downtown, Sulphur Springs, TX

The City National Bank; Sulphur Springs (TX); On-site; USD 32,000 - 46,000; Full time

Benefits offered by this job

401k matching

Medical insurance

Group Term and Voluntary Term Life

Paid Time Off

H.S.A. Contributions

Tuition Reimbursement

Job summary

The City National Bank in Sulphur Springs, TX is seeking a Loan Administrative Assistant to support loan officers by gathering information and preparing initial loan applications for review.

You will handle clerical duties, communicate with customers, obtain credit reports, and ensure files comply with bank and regulatory requirements while delivering friendly, reliable service during business hours.

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.
• Experience in loan processing preferred but not required.

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

Excellent verbal and written沟通

Education

High school diploma or equivalent preferred

Previous experience working directly with the public is preferred

Complete and pass all required training courses as assigned

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Loan Administrative Assistant- Downtown, Sulphur Springs, TX

Full Time Main Bank Full-time Regular 4 Sulphur Springs, TX, US

30+ days ago Requisition ID: 1448

Loan Administrative Assistant

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.
• 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.
• 401k matching
• Medical 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