Portfolio Assistant, Banking & Loan Support

Vallant Bank; Macon (GA); On-site; USD 40,000 - 60,000; Full time

Job summary

Vallant Bank in Macon, GA seeks a Portfolio Assistant to support the Business Banker with daily office tasks, client service, and loan-related activities. You will be the face of the bank, handling inquiries, coordinating documentation, and assisting with business development and marketing efforts.

Role involves ensuring regulatory compliance, maintaining records, and collaborating with loan officers and settlement agents to service loans and resolve client needs.

Qualifications

• High school diploma required; college preferred.
• Experience in banking, admin and sales preferred.
• Ability to use Microsoft Office and SharePoint.
• Knowledge of loan processes and regulatory requirements.

Responsibilities

• Open/close the office and handle calls, delivering superior customer service.
• Assist with loan origination documentation and post-closing follow-up.
• Ensure compliance with regulatory guidelines and bank policies.
• Cross-sell bank products and build long-term client relationships.
• Coordinate with lenders, staff and settlement agents to service loans.

Education

High school diploma

College preferred

Customer service

Microsoft Office

SharePoint

Tools

Microsoft Office

SharePoint

Job description

Vallant Bank in Macon, GA seeks a Portfolio Assistant to support the Business Banker with daily office tasks, client service, and loan-related activities. You will be the face of the bank, handling inquiries, coordinating documentation, and assisting with business development and marketing efforts.

Role involves ensuring regulatory compliance, maintaining records, and collaborating with loan officers and settlement agents to service loans and resolve client needs.