Loan Associate

Vision Bank; Shawnee (OK); On-site; USD 32,000 - 42,000; Full time

Job summary

Vision Bank in Shawnee, OK is seeking a Loan Associate to support front-desk duties and loan processing tasks. You will greet visitors, note appointments, and assist the loan team with documentation, file management, and routine communications.

The role requires a high school diploma or equivalent, secretarial training, and 2–3 years of banking experience; proficiency with Microsoft Office, especially Excel, and strong organizational skills are essential.

Qualifications

• Core values: Integrity, Enthusiasm, Accountability, Excellence, Customer First, Professionalism, Respect.
• Identify and report risks that could impede bank reputation, safety, security or financial success.
• Excellent organizational skills and attention to detail.
• Ability to meet deadlines and respond to changing priorities.
• Strong teamwork and collaboration.
• Proficient with Microsoft Office, especially Excel.

Responsibilities

• Act as receptionist, answer routine information and direct inquiries to proper bank personnel.
• Process loans using LaserPro forms, ensure proper signatures, disburse proceeds, and file mortgages, liens, UCC-1s in a timely manner.
• Compile information for and prepare various special reports.
• Maintain supplies and files/records.
• Perform general duties for one or more officers, including handling correspondence and communications.
• Be proficient in software programs and operate office equipment as required.
• Support department goals and maintain workflow efficiency.

Skills

Microsoft Office

Attention to detail

Teamwork

Ability to meet deadlines

Education

High school diploma or equivalent

Secretarial training

Job description

Job Summary

The Loan Associate is responsible for a variety of secretarial and clerical duties including noting appointments, greeting visitors and handling telephone calls.

Description

Title: Loan Associate

The Loan Associate is responsible for a variety of secretarial and clerical duties including noting appointments, greeting visitors and handling telephone calls.

Please note this job description is not designated to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time or without notice

Duties And Responsibilities

• Act as receptionist, answer routine information and direct inquiries to proper bank personnel.
• Process loans by using LaserPro forms as required, have forms properly signed, disburse proceeds of loan, file mortgages, liens, UCC-1’s, etc., in the proper location in a timely manner, and follow up on any pending matters until the file is complete.
• Compile information for and prepare various special reports.
• Maintain supplies and various files and records.
• Perform general duties for one or more officers, including working exceptions, keeping track of information required on existing loans, answering telephone, routine mail and upon direction of supervisor, originate replies to correspondence.
• Be proficient in a variety of software programs and operate other office equipment as required.
• Perform all other necessary duties to assure effective workflow and effective realization of total department and bank goals.

Requirements

Required Skills and Abilities:

• Ability to exhibit our core values: Integrity, Enthusiasm, Accountability, Excellence, Customer First, Professionalism, and Respect.
• Identify and report risks that could impede the reputation, safety, security, or financial success of the bank.
• Excellent organizational skills and attention to detail.
• Ability to meet deadlines.
• Strong sense of teamwork and collaboration.
• Proficient with Microsoft Office or related software, with a specific emphasis on the extensive use of Excel.
• Exercise a willingness and commitment to adhere to the bank’s core values.
• Ability to identify and report risks that could impede the reputation, safety, security, and financial success of the bank.

Education And Experience

• High school diploma or equivalent
• Secretarial training
• Two to three years banking experience preferred