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SOUTHWEST MARKET LOAN ASSISTANT-ADMINISTRATIVE ASSISTANT en None

None · Bozeman, Estados Unidos De América · Onsite

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Position General Responsibilities:

This position will assist the Lending Officers (Ag, Commercial and Consumer), Market President and Market Lead Loan Assistant. It is accountable for loan processing and for Relieving the officers of administrative details, including tickler file and other varied secretarial and clerical duties as may be designed.

This position will assist in loan document preparation, recordation, and maintenance of credit files.  Perform loan accounting administration and loan tickler management for designated loan officers.  

 

Basic Qualifications:

  1. 4-year college level course of study in Business Administration and/or financial institution or related field experience or equivalent training and/or experience. 
  2. Excellent customer service skills.
  3. Strong communication and organizational skills.
  4. Must be able to work independently and to prioritize multiple tasks.

 

Preferred:

  1. Attention to Detail- ability to notice and correct errors, document and follow up on important details and provide a high-quality -end-product.
  2. Familiarity with legal contracts and the Uniform Commercial Code as related to lending and collateral perfection. 
  3. Professionalism – maintaining a professional attitude, image, and work ethic.
  4. Understanding of and ability to work with Decision Pro and Laser Pro software with proper training.
  5. Team Playing – willingly collaborating and cooperating with others, developing effective working relationships
  6. Ability to remain focused on task and efficiently work unsupervised meeting all deadlines.
  7. Written and verbal communication skills – ability to concisely and clearly present critical details.

 

Position Specific Responsibilities, Duties and Competencies

Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management. Specific responsibilities and duties are listed in order of general descending priority. However, priorities may shift as often as a day-to-day basis at the direction and discretion of management.

Loan Processing                                                                                                    

  1. Loan documentation review from central processing with booking and disbursement for all lenders.  Review and submit loan requests to central processing for questions or corrections.  Ensure that all required disclosures are included in the process. 
  2. Responsible for developing expertise in loan documentation as well as developing general credit skills commensurate with the position of loan processor.
  3. Pull credit reports, entity searches and lien searches.
  4. Responsible for tickler list, loan file review and maintenance, loan accounting and other duties as assigned.
  5. Responsible for professionally dealing with title companies and insurance companies.
  6. Responsible for collateral safekeeping as applicable.
  7. UCC-1 filing & monitoring / vehicle lien filings.
  8. Prepare Adverse Action notices.
  9. Manage denial / withdrawn credit files.
  10. Provide secretarial help as needed.
  11. Process paid and renewed notes.
  12. Filing for loan department; make loan advances and payments.
  13. Scan critical documents to Director and file original documents to fireproof cabinets. 
  14. Responsible for all HMDA data log and activity reporting.
  15. Responsible for branch construction draw processing and administration.
  16. Responsible for Decision Pro processing and input on consumer credit applications. 
  17. Complete loan audit functions as required. 
  18. Other duties as assigned.

 

For full description, which includes physical mental demands please see attachment. 

 


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