Senior Loan Assistant

Guaranty Bank & Trust; Mount Pleasant (TX); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Health insurance

Paid time off (PTO)

401(k) retirement plan

Holidays

Job summary

Guaranty Bank & Trust in Mt Pleasant, TX seeks a Senior Lending Assistant to support and coach a lending team, covering secretarial duties and loan function responsibilities in the absence of the Market President.

Qualifications include 2+ years in customer service, 3+ years in loan administration across commercial, real estate, and consumer loans, and 2+ years in management (preferred). Strong MS Office skills required.

Qualifications

• High School diploma or equivalent required; associates degree or higher preferred.
• Minimum 2 years customer service experience.
• Minimum 3 years loan administrative experience in commercial, real estate and consumer loans.
• Minimum 2 years management experience; preferred not required.

Responsibilities

• Represent the Bank in a courteous and professional manner.
• Provide support and coaching to other lending assistants and employees.
• Process loan applications, obtain credit reports, and handle denials per regulations.
• Prepare memos, letters, and reports with accuracy.
• Greet customers and assist with routine problems.
• Manage loan payments and deposits; handle calls and mail.

Skills

Customer service

Time management

Adaptability

Professionalism

Team leadership

Data confidentiality

Education

High School diploma or equivalent

Associates degree or higher preferred

Tools

Microsoft Office (Word, Excel, PowerPoint, Outlook)

Job description

About The Role

The Senior Lending Assistant will report directly to the Market President and provide support, coaching, and leadership to operational lending assistants while maintaining a range of secretarial and clerical duties. During the Market President’s absence, the Senior Lending Assistant will maintain other duties relating to the loan function of the Bank and/or department in regards to keeping the business going. The job functions are:

Job Duties

• Represent the Bank in a courteous and professional manner
• Provide support and coaching to other operational lending assistants and employees within the department and/or location
• Directly service the department and/or location exercising independent judgement and discretion when making decisions for the betterment of the department and/or location and/or customer during the Market President’s absence
• Take loan applications, obtain credit reports and process credit denials according to regulations
• Type memos, letters, and reports
• Greet customers and assist them with routine problems
• Accept loan payments and deposits
• Handle incoming telephone calls and mail
• Obtain the necessary documents and legal papers for loans
• Call and write letters to past‑due customers
• Produce loan documents and renewal loans in an accurate and timely manner
• Responsible for servicing loans, i.e., payments, payoff quotes, and forwards to lenders and/or clients
• Maintain knowledge of banking products and services in order to cross‑sell to customers
• Image documents into electronic filing system
• Work exception reports
• Identify and correct location and/or department procedural inefficiencies
• Set up meetings, conferences, and conference calls
• Coordinate calendar / travel arrangements
• Proactively monitor schedules to identify and resolve conflicts and inefficiencies
• Maintain and approve timesheets, and/or leave requests for the department and/or location
• Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures
• Complete and pass all required regulatory compliance training as assigned
• Perform any additional duties and tasks assigned by management

About You

Qualifications & Skills:

• Displays passion, commitment, and drive to deliver an experience that improves our customer’s financial lives
• Superior time management and organizational skills
• Ability to learn new technology, adapt to change, demonstrate initiative and a commitment to continuous learning
• Demonstrate professionalism in speech, demeanor, and dress
• Be a team player/leader
• Handle sensitive information with the highest degree of integrity and confidentiality
• Expert knowledge in Microsoft Office (Word, Excel, PowerPoint and Outlook)

Education, Experience & Licenses

• High School diploma or equivalent; associates degree or higher preferred
• Minimum 2 years customer service experience
• Minimum 3 years loan administrative experience in commercial, real estate and consumer loans
• Minimum 2 years management experience; preferred not required

Work Location

Guaranty Bank and Trust in Mt Pleasant, TX. Must live within 45 minutes of the bank’s location listed below.
Address: 100 W Arkansas St, Mt Pleasant, TX 75455

What We Offer

COMPENSATION & BENEFITS

Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position. We offer an extensive benefits package that includes, but is not limited to medical, dental, vision, and life insurance. Coverage is available to employees and their eligible dependents in accordance with our written plan documents. You may also be eligible for a health savings account option, an Employee Assistance Program (EAP), a health rewards program, a retirement savings plan including 401(k) and Profit‑Sharing plans, short and long‑term disability benefits, education and training benefits, and discounts on banking products and services. We also offer a generous Paid Time Off (PTO) plan and paid holidays. PTO accruals begin at .0745 per hour worked for our part time employees up to a maximum accrual of 240 hours per year for certain Full‑Time employees. PTO accruals are dependent on position, status (Full time or Part time), and years of experience in accordance with our PTO policy. Most Full‑Time employees are also offered 6 paid holidays and Part Time employees are offered pro‑rated paid holidays. In addition, employees in Utah and Nevada may be eligible for pay for certain state recognized holidays. Visit our website for more details. Check it out!

Equal Opportunity Employer

We are an Equal Opportunity Employer and qualified applicants, or employees will receive consideration for employment without regard to race, color, religion, national origin, sex (including pregnancy), sexual orientation, gender identity, mental or physical disability, genetic information, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Visa Sponsorship

Glacier Bancorp, Inc. does not sponsor applicants for work visas. All applicants must be legally authorized to work in the US.

Recruiting

No Recruiters or unsolicited agency referrals please.