What are the responsibilities and job description for the Loan Administrative Assistant position at Field & Main Bank?
Loan Administrative Assistant
DEPARTMENT: Loan Administration
REPORTS TO: Senior Risk Officer & Commercial Loan Officer, First VP
SUPERVISES: None
FLSA: Non – Exempt STATUS: Full Time
EEO Classification: 5 Administrative Support Workers
JOB GRADE: E
HOURS: Regular full-time 40 hours. Over-time may be required.
SUMMARY: Provide the best service possible to all customers while following proper procedures and guidelines, contributing to the growth and profitability of the bank. Assist loan officers throughout the entire loan process, including, processing applications, ordering related documentation, preparing disclosures and closing (loan) documents. Working, and clearing documentation and financial information exceptions. Answer routine questions and customer inquiries. Researches and resolves routine problems. Ability to organize and prioritize a heavy workload in a fast paced environment while meeting critical deadlines.
EDUCATION & EXPERIENCE:
- High school diploma or equivalent. Some college preferred.
- One or more years of experience working with loan documentation preferred.
ESSENTIAL DUTIES & RESPONSIBILITIES:
- Order pre-closing due diligence such as title work, appraisals, flood determinations, and payoffs
- Produce commercial, residential and consumer loan documents and disclosures,
- Assist Compliance Officer with CRA/HMDA Reporting.
- Processes required reports needed by officers, customers, and other bank personnel.
- Train, assist and relieve co-workers as needed.
- Work with other departments in a fashion that will allow timely and accurate processing of information while offering the lending officer’s the time needed to market our products and services outside the bank.
- Train as required on BSA and other Compliance policies and procedures.
- Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Other Duties and responsibilities as assigned.
COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies to perform the essential functions of this position.
- Computer Skills – Intermediate to advanced user of all Microsoft Office software (Word, Excel). Word- ability to compose correspondence and other communication. Excel- prepare various financial spreadsheets and reports. Ability to learn new technical skills and commitment to pursuing continuing education opportunities.
- Excellent Initiative and Use of Sound Judgment – Ability to anticipate departmental needs and exhibit an expressed ability to determine a course of action. Individual identifies and resolves problems in a timely manner, gathers and analyzes information skillfully. Possess a strong sense of confidentiality with respect to customer information and documentation and know when to exercise discretion.
- Communication Skills – Ability to keep management and co-workers informed of customer and departmental needs. Ability to speak appropriately in positive or negative situations. Edits work for spelling and grammar presents numerical data accurately and is able to read and interpret written information.
- Interpersonal Skills – Strong sense of business propriety and decorum. Individual remains open to others’ ideas and exhibits willingness to try new things. Must be able to interact and communicate well with management, staff and customers at all levels. Individual is dependable, consistently at work and on time, follows instructions, and responds to management.
- Time-Management – Individual organizes, prioritizes and plans work activities and uses time efficiently. Ability to prioritize duties and develop system that triggers action in own workflow. Effectively uses the proper resources to maintain an organized, neat and efficient work environment necessary for completion of tasks in a timely manner. Possess ability to realize urgent nature of tasks assigned. Individual adapts to changes in the work environment, manages competing demands and is able to deal with frequent change, tight deadlines, delays or unexpected events. Individual demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work.
- Adherence to Policies & Procedures – Understands the importance of adherence to bank policies in job related functions, employee & banking issues. Maintains confidentiality of employee, customer & bank information within & outside of the company. Actions & behaviors reflect positively on the company. Maintains highest level of honesty in handling customer, employee & bank information.
ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate & perform work in an area that will likely result in the interruptions of one's duties. May be required to stand for long periods of time and to lift items weighing up to 25 lbs.
This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management.
REV. 11/14/2018 ED EOE/ Minorities/Women/Vets/Disabled
Administrative Assistant
The Sollami Company -
Herrin, IL
