Loan Servicing & Documentation Specialist

American State Bank & Trust Company; Williston (ND); On-site; USD 42,000 - 60,000; Full time

Job summary

American State Bank & Trust Company is seeking a detail‑oriented loan assistant to support processing and servicing commercial, agricultural, and consumer loans. The role includes typing notes, preparing documentation, and entering data into Synergy and CORE systems.

Responsibilities include preparing SBA and real estate loan documents, balancing loan servicing accounts, processing payments, and coordinating with loan officers and other assistants.

Qualifications

• Good secretarial, computer and communication skills are required.
• Telephone reception for commercial/agricultural division of lending area is required, as needed.
• Mobility and flexibility to access files and maintain quality customer servicing for the consumer division is mandatory.
• Working knowledge of business equipment such as loan calculators, fax, and photocopy machines is necessary.
• Confidentiality and tactfulness in dealing with bank and customer information is mandatory.
• Ability to conduct relationships with co-workers, customers, the community and the overall public in a manner which will enhance the bank's image and comprehensive marketing effort.

Responsibilities

• Type Commercial, Agricultural, and Consumer notes, fund loan, place into Synergy, organize, and maintain files.
• Prepare Commercial Real Estate Documentation: enter files into Synergy, assemble documentation in file, enter loan information for escrow and insurance, type modifications and extensions/renewals, break files for loans paid or renewed.
• Prepare and process sold participations and Bank of North Dakota Flex PACE loans: type related loan documents, maintain documentation for information sent to BND and ND Development Foundation on a recurring basis.
• Balancing of accounts used in loan servicing and closing.
• Process purchased participation loans: set up on CORE system, complete Synergy documentation, type comments, type loan advances and make necessary CORE changes when processing payments.
• Type correspondence letters for Commercial/Agricultural Loan Officers.
• Complete Business Record Searches at Secretary of State.
• Track insurance on commercial/agricultural chattel loans and real estate loans.
• Process all trust receipts and floor plan schedules - Commercial.
• Track and prepare missing title report.
• Process commercial/agricultural loan payments.
• Coordinate daily work and customer service duties with the Other Loan Assistants.
• Complete all initial and annual training requirements as outlined by ASBT.

Job description

American State Bank & Trust Company is seeking a detail‑oriented loan assistant to support processing and servicing commercial, agricultural, and consumer loans. The role includes typing notes, preparing documentation, and entering data into Synergy and CORE systems.

Responsibilities include preparing SBA and real estate loan documents, balancing loan servicing accounts, processing payments, and coordinating with loan officers and other assistants.