Staff Assistant I

Platte-Valley-Companies; Scottsbluff (NE); On-site; USD 32,000 - 42,000; Full time

Job summary

Platte Valley Bank is seeking a Staff Assistant I to support the loan department, including document prep, data entry, and file maintenance. The role emphasizes accuracy, confidentiality, and customer service in a fast-paced banking environment.

Responsibilities include handling loan documentation, posting loans on SilverLake, and coordinating with Lending Officers. Strong organizational and keyboarding skills are essential for success in this position.

Qualifications

• High School diploma or equivalent required.
• One year banking experience preferred.
• Accounting background or related practical experience.
• Strong admin and organizational skills; able to work under pressure.

Responsibilities

• Provides administrative support to Lending Officers.
• Answer and direct calls and emails; greet clients.
• Prepare and verify loan documents.
• Post new loans on SilverLake and GL tickets.
• Maintain loan records on SilverLake and Synergy.
• Process payments and disbursements per policy.
• Review credit files to update UCC/EFS filings.
• Research discrepancies and respond to inquiries.
• Review prior days loan input for corrections.
• Other duties as assigned.

Skills

Administrative skills

Organizational skills

Communication

Typing 70 wpm

Education

High School diploma or equivalent

Accounting background

Banking experience

Tools

Word

Excel

Outlook

Job description

Staff Assistant I

Platte Valley Bank

JOB SUMMARY:

Provide support services to the loan department to include gathering of information necessary for the underwriting process, loan documentation preparation, payments and maintenance processing. Handle legal documentation, titles, UCC, and other miscellaneous items associated with the loan area.

RESPONSIBILITIES:

ESSENTIAL FUNCTIONS:

1. Provides administrative support to Lending Officers.
2. 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.
3. Prepare and verify loan documents. Review loan specifics to determine documents to be used.
4. Post new loans on SilverLake and run the corresponding GL tickets.
5. Maintains and updates loan records on SilverLake, Synergy and in the file.
6. 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.
7. Ongoing review of Credit Files to update UCC/EFS filings and maintain status reporting of pending documentation.
8. 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.
9. Reviewing previous days loan input and reports making sure corrections are completed.
10. Other duties as assigned.

REQUIREMENTS:

Minimum Qualifications:

1. High School diploma or equivalent.
2. One year of experience in banking preferred.
3. Educational background in accounting or equivalent obtained through practical experience.
4. Must possess administrative and organizational skills.
5. Must have the ability to work in a high-pressure environment.
6. Must be assertive and possess excellent decision-making abilities.
7. Keyboarding and computer skills required. Typing speed of 70 wpm. Software skills needed such as: Word, Excel, Microsoft Outlook, etc.
8. Effective oral and written communication skills (including telephone).
9. Self-sufficient / self-starting.

General areas of competency:

1. General areas of competency: decision making, dependability, development, environmental safety, evaluation skills, interpersonal skills, prioritizing, problem solving, selling skills, team skills and time management.
2. Demonstrated record of achievement in social and/or extracurricular and leadership skills.
3. Demonstrated aptitude to handle sensitive operational transactions and customer relationships.
4. Professional appearance.
5. 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.