Loan Operations & Documentation Specialist

Platte Valley Bank; Wyoming (OH); On-site; USD 38,000 - 52,000; Full time

Job summary

Platte Valley Bank is seeking an Administrative Support professional to assist the loan department. You will handle loan documentation, payments, and maintenance, ensuring files are accurate on Synergy and in the physical file.

Responsibilities include preparing documents, updating records, and communicating with officers and clients. The role requires 3-5 years in lending support, a high school diploma, and strong typing (70 wpm) with proficiency in Word, Excel, and Outlook.

Qualifications

• High School diploma or equivalent.
• 3-5 years of experience and support in lending area.
• Educational background in accounting or equivalent obtained through practical experience.
• Must possess administrative and organizational skills.
• Must have the ability to work in a high-pressure environment.
• Must be assertive and possess excellent decision-making abilities.
• Keyboarding and computer skills required. Typing speed of 70 wpm. Software skills such as Word, Excel, Outlook.

Responsibilities

• Provides administrative support to Lending Officers.
• Answer, respond, and direct calls and/or emails promptly and professionally. Greet clients and prospective clients with courtesy and genuine interest.
• Prepare and verify loan documents. Review loan specifics to determine documents to be used.
• Post new loans on SilverLake and run GL tickets.
• Maintain and update loan records on SilverLake, Synergy and in the file.
• Process payments and disbursements in accordance with loan requirements and policies.
• Review credit files to update UCC/EFS filings and status reporting.
• Research and resolve problems and discrepancies; assist loan officers and customers.
• Review prior days input and reports to ensure corrections are completed.
• Other duties as assigned.

Skills

Administrative support

Typing 70 wpm

Microsoft Word

Microsoft Excel

Microsoft Outlook

Communication skills

Time management

Education

High School diploma

Accounting background

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

10-key adding machine

Job description

Platte Valley Bank is seeking an Administrative Support professional to assist the loan department. You will handle loan documentation, payments, and maintenance, ensuring files are accurate on Synergy and in the physical file.

Responsibilities include preparing documents, updating records, and communicating with officers and clients. The role requires 3-5 years in lending support, a high school diploma, and strong typing (70 wpm) with proficiency in Word, Excel, and Outlook.