Loan Processing & Documentation Specialist

Renasant Bank; Tampa (FL); Presencial; USD 38 000 - 52 000; Tempo integral

Resumo da oferta

Renasant Bank is seeking a Lending Assistant to support the Executive Officer, Branch Manager, or Loan Officer in collecting financial data and preparing loan documents. You will help ensure accurate records and assist in loan closings while maintaining confidentiality of files.

The role involves coordinating with lenders, reviewing credit information, and handling deposit inquiries, with opportunities to contribute to loan processing and bookkeeping tasks as part of a dynamic banking team.

Qualificações

• High School diploma or equivalent required.
• Minimum of 2 years job related experience.
• Proficiency in MS Word and Excel.
• Experience with DecisionPro and nCino is preferred.
• Basic knowledge of accounting.
• Ability to deal tactfully and effectively with customers and co-workers.
• Excellent organizational and multi-tasking abilities.

Responsabilidades

• Prepare loan papers, documents, files and correspondence.
• Aid the lender in collecting financial and related data to determine credit worthiness.
• Collect information reflecting current credit worthiness of customers and existing loans.
• Assist lender by monitoring overdraft list and calling for deposits as needed.
• Assist lender in collection efforts through correspondence and monitoring payments.
• Assist in preparing management reports including past due reports.
• Prepare entries to book loans including loan proceeds checks.
• Assist loan customers with deposit inquiries and problems.
• Follow-up on tickler exceptions.
• Responsible for keeping records and preparing master note draws, construction lines of credit, and other business lines of credit.
• Determine loan documentation and compliance documents needed for loans.
• Close loans on a regular basis.
• Assist lender in monitoring notes for renewal.
• Work as a Personal Banker when needed.
• Assist in other branch assignments as needed.
• Perform other related duties as assigned.

Conhecimentos

Organizational skills

Multi-tasking

Customer service

Tactful communication

Technical knowledge

Confidentiality

Formação académica

High School diploma or equivalent

Ferramentas

MS Word

MS Excel

DecisionPro

nCino

SBLU

BBLU

CLU

LSP

Descrição da oferta de emprego

Renasant Bank is seeking a Lending Assistant to support the Executive Officer, Branch Manager, or Loan Officer in collecting financial data and preparing loan documents. You will help ensure accurate records and assist in loan closings while maintaining confidentiality of files.

The role involves coordinating with lenders, reviewing credit information, and handling deposit inquiries, with opportunities to contribute to loan processing and bookkeeping tasks as part of a dynamic banking team.