What are the responsibilities and job description for the Loan Operations Assistant position at Synergy Bank?
DEPARTMENT: Loan Review Compliance
SUPERVISOR: Loan Operations Director
LOCATION: 210 Synergy Center Blvd, Houma, LA 70360
SCHEDULE: Monday - Friday, 8 AM - 5 PM
POSITION SUMMARY: The Loan Operations Assistant provides both employees and customers with loan information and performs assigned daily duties.
POSITION RESPONSIBILITIES:
- Provides the Synergy Bank standard of excellence in customer service
- Maintains honesty and the highest level of ethical standards.
- Handles assigned daily duties in the department which could include the following: collateral monitoring, collateral research, scanning, filing, loan maintenance, new loan uploads, renewals/extensions, credit references, participation processing, process payouts, image documents to credit file, non-post processing, CIP, early disclosures, escrow, insurance, property taxes, loan review, denials, exceptions, credit life insurance, credit bureau reporting and disputes, G/L balancing, loan operations daily work.
- Answers phone calls as necessary and assists customers according to the Bank’s telephone customer service standards.
- Checks back new loans, maintenance, and balance accounts.
- Explains, promotes, and sells bank products and services that enhance the customer’s banking experience.
- Performs administrative duties such as labeling, copying, scanning, and filing various loan documents.
- Responsible for quoting payoffs on existing loans.
- Assists Lenders and Loan Assistants as needed, or as directed by Management.
- Performs advances of credit and construction loans.
REQUIRED QUALIFICATIONS:
- Proficient in Microsoft Word and a basic understanding of Microsoft Excel.
- Ability to pay close attention to detail.
- Ability to comprehend and analyze information in order to draw a conclusion.
- Ability to establish and maintain interpersonal relationships to relate with co-workers, customers, and peers.
- Must have advanced knowledge of bank products and services in order cross-sell both effectively and consistently.
- Ability to present a business professional appearance.
- Must have reliable transportation to commute to and from work.
EDUCATION AND EXPERIENCE REQUIRED:
- High school diploma or equivalent.
- 1 year of accounting or bookkeeping experience.
EDUCATION AND EXPERIENCE PREFERRED:
- Knowledge of NuPoint and loan documents.
- Previous use of 10 key calculator.
- Previous Teller experience.
COMMUNICATION:
- Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.
PHYSICAL REQUIREMENTS:
- Must be able to work at a computer station in front of a monitor for up to 4 hours at a time without the opportunity for a break.
- Must be able to interact with the public utilizing various methods of communication.
- Employee may be required to squat and remain in that position for short periods of time while searching for and/or reaching for files and supplies at ground level. This could occur as few or as many times as necessary to accomplish the required task.
- Must be able to lift and carry approximately 10-15 pounds multiple times throughout the day.
Equal Opportunity Employer/Veterans/Disabled