Loan Assistant in Longview Oak Forest

Austin Bank; Longview (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

Austin Bank in Longview, TX seeks a customer-focused professional to handle loan processing, client interviews, and daily branch duties. The role emphasizes strong customer service, confidentiality, and compliance with financial regulations.

You will support loan closings, greet customers, answer inquiries, and help maintain branch operations with professionalism. Ideal candidates may have 1–3 years of related experience, a high school diploma, and a willingness to learn and adhere to bank

Qualifications

• High school diploma; 1-3 years related experience or equivalent.
• Equal Opportunity Employer; Know Your Rights notice review per Department of Labor.

Responsibilities

• Greet customers and provide superior service.
• Process loans and interview prospective customers for loans.
• Attend loan closings and answer calls or route to appropriate person.
• Greet visitors and direct to appropriate personnel.
• Schedule appointments and handle correspondence and mail.
• Assist in coordinating departmental activities and maintain files.
• Cross-train in other areas to provide assistance as needed.

Skills

Computer skills

Customer service

Education

High school diploma, 1-3 years related experience or equivalent

Job description

Longview Oak Forest
Longview, TX 75604, USA

Description

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Includes the following: Other duties may be assigned.

Employee is responsible to understand and comply with regulatory requirements for financial transactions, most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP) as it relates to specific job functions.

Exhibits superior customer service as an Austin Bank team member. Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs. Helps promote a loyal relationship between the customer and Austin bank.

Participates in developing a teamwork atmosphere with co-workers as part of department/branch location by attending meetings, participating in discussions, treating co-workers with respect and courtesy, and contributing to departmental goals.

Has a responsibility to stay abreast of company communications by reading publications, announcements and company e-mails, etc. Takes advantage of appropriate communication channels regarding bank related business matters.

Develop personal skills and capabilities through on-going training, as provided by the company or elsewhere subject to Company approval.

Uphold and safeguard the organizations values particularly relating to ethics, integrity, and confidentiality both internally and externally.

Greets customers and provides superior customer service.

Processes loans.

Interviews prospective customers for loans.

Attends loan closings.

Answers telephone and provides information to callers or routes call to appropriate person and places outgoing calls.

Greets visitors, ascertains nature of business, and directs visitors to appropriate persons.

Schedules appointments, composes and types correspondence, reads and routes incoming mail, and performs other administrative and clerical duties.

Assists in coordinating departmental activities. Initiates appropriate action required to expedite task completion.

Files correspondence and other records. Maintains files.

Resolves matters of a routine nature to conserve supervisor’s time.

Maintains ticklers pertaining to loans.

Handles confidential and sensitive information with proper discretion.

Explains, promotes and/or sells bank products or services.

Prepares required reports and files as necessary.

Verifies port activity and file maintenance.

Cross-trains in other areas to provide assistance as needed.

Provides superior customer service.

Reports to work regularly and promptly.

Maintains established department and Bank policies, procedures and objectives and quality assurance.

Enhances professional growth and development through participation in in-service meetings, current literature, etc.

Qualifications

Skills

Required

COMPUTERSKILLS

Novice

CUSTOMER SERVICE

Novice

Experience

Preferred

1-3 years:

High school diploma, 1-3 years related experience or equivalent

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.