Staff Assistant I

Platte-Valley-Companies; Casper (WY); On-site; USD 36,000 - 48,000; Full time

Job summary

Platte Valley Bank is seeking a Staff Assistant to provide crucial administrative support to the Lending Officers and team. You will greet clients, answer calls, prepare and verify loan documents, and maintain loan records.

This role requires accuracy, confidentiality, and strong communication skills within a banking environment. The candidate may be placed at I, II, or III level depending on education and experience; comprehensive responsibilities include handling payments, reviewing files, and

Qualifications

• High School diploma or equivalent is required.
• One year of banking experience preferred for Staff Assistant I.
• 3–5 years of experience in lending support for Staff Assistant II.
• 5–10 years of experience supporting a large loan portfolio for Staff Assistant III.
• Typing speed of 70 wpm; proficient with Word, Excel, and Outlook.

Responsibilities

• Provides administrative support to Lending Officers.
• Answer, respond and direct calls and emails; greet clients professionally.
• Prepare and verify loan documents; review loan specifics to determine documents.
• Post new loans in the system and run GL tickets.
• Maintain and update loan records; process payments and disbursements.
• Review credit files to update UCC/EFS filings and status reports.
• Research and resolve problems; balance monthly reports and inquiries.
• Assist loan officers and customers with inquiries; perform other duties as assigned.

Skills

Administrative skills

Organizational skills

Work under pressure

Typing 70 wpm

MS Word/Excel/Outlook

Oral and written communication

Confidentiality

Self-starting

Teamwork

Education

High School diploma or equivalent

Banking knowledge (qualifying background)

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

10-key data entry

Job description

Staff Assistant

Platte Valley Bank

JOB SUMMARY:

Provide support services to the department to include gathering of information necessary for the other team members to be successful. Greet customers, answer phones, and direct customers appropriately. Handle documents and other materials to support the department.

RESPONSIBILITIES:

ESSENTIAL FUNCTIONS:

• a. Provides administrative support to Lending Officers.
• b. Answer, respond and direct calls and/or emails promptly and professionally. Take messages as needed. Greet clients and prospective clients extending courtesy, kindness, and genuine interest.
• c. Prepare and verify loan documents. Review loan specifics to determine documents to be used.
• d. Post new loans in the system and run the corresponding GL tickets.
• e. Maintains and updates loan records on the appropriate platform and in the file.
• f. Process payments and disbursements. Compare and verify loan payments and disbursements to loan requirements. Review policy guidelines for conformance to standards, notify supervisor of discrepancies.
• g. Ongoing review of Credit Files to update UCC/EFS filings and maintain status reporting of pending documentation.
• h. Research and resolve problems and discrepancies. Process corrective action, assist loan officers and customers by researching and responding to inquiries. Maintain and balance monthly reports.
• i. Reviewing previous days loan input and reports making sure corrections are completed.
• j. Other duties as assigned.

REQUIREMENTS:

Minimum Qualifications:

The successful candidate will be placed in the I, II, or III level that best aligns with their education, experience, and qualifications.

To qualify for the Staff Assistant I

• High School diploma or equivalent.
• One year of experience in banking preferred.
• Educational background in accounting or equivalent obtained through practical experience.

To qualify for the Staff Assistant II

• 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.

To qualification for the Staff Assistant III

• High School diploma or equivalent.
• 5- 10 years of experience and support of an extensive loan portfolio.
• Educational background in accounting or equivalent obtained through practical experience.

  A qualified Staff Assistant candidate will possess the following skills and abilities

  1. Administrative and organizational skills.
  2. Ability to work in a high-pressure environment.
  3. Assertive and possess excellent decision-making abilities.
  4. Keyboarding and computer skills required. Typing speed of 70 wpm. Software skills needed such as: Word, Excel, Microsoft Outlook, etc.
  5. Effective oral and written communication skills (including telephone).
  6. Self-sufficient / self-starting.
  7. General areas of competency: decision making, dependability, development, environmental safety, evaluation skills, interpersonal skills, prioritizing, problem solving, selling skills, team skills and time management.
  8. Demonstrated record of achievement in social and/or extracurricular and leadership skills.
  9. Demonstrated aptitude to handle sensitive operational transactions and customer relationships.
  10. Professional appearance.
  11. Must be capable of working with and maintaining the confidentiality of sensitive information.

  Physical Requirements:

  Light Work - exerting up to 20 pounds of force occasionally, and/up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Reaching, fingering, grasping, repetitive motions, stooping, crouching, standing, walking, lifting, climbing, kneeling, talking, hearing, pulling, pushing, thinking, concentrating and interacting with others.

  You should be capable of performing in a reasonable manner, with or without reasonable accommodation, the activities involved in this job. A description of the activities involved in this job is listed above.

  Machines Used:

  Computer, scanner, fax, copier, telephone, 10-key adding machine and phone system.

  Note: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.