Austin Bank · 4 months ago
Loan Assistant in South Tyler
Tyler, Texas, United States
Full-time
Onsite
New Grad, Entry LevelAustin Bank is a financial institution seeking a Loan Assistant to provide superior customer service and support loan processing activities. The role involves greeting customers, interviewing prospective clients, processing loans, and maintaining accurate records while ensuring compliance with regulatory requirements.
BitcoinFinancial ServicesVenture Capital
Responsibilities
Exhibits superior customer service as an Austin Bank team member
Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs
Helps promote a loyal relationship between the customer and Austin bank
Participates in developing a teamwork atmosphere with co-workers as part of department/branch location by attending meetings, participating in discussions, treating co-workers with respect and courtesy, and contributing to departmental goals
Has a responsibility to stay abreast of company communications by reading publications, announcements and company e-mails, etc
Takes advantage of appropriate communication channels regarding bank related business matters
Develop personal skills and capabilities through on-going training, as provided by the company or elsewhere subject to Company approval
Uphold and safeguard the organizations values particularly relating to ethics, integrity, and confidentiality both internally and externally
Greets customers and provides superior customer service
Processes loans
Interviews prospective customers for loans
Attends loan closings
Answers telephone and provides information to callers or routes call to appropriate person and places outgoing calls
Greets visitors, ascertains nature of business, and directs visitors to appropriate persons
Schedules appointments, composes and types correspondence, reads and routes incoming mail, and performs other administrative and clerical duties
Assists in coordinating departmental activities. Initiates appropriate action required to expedite task completion
Files correspondence and other records. Maintains files
Resolves matters of a routine nature to conserve supervisor’s time
Maintains ticklers pertaining to loans
Maintains loan exception list
Obtains credit reports
Handles confidential and sensitive information with proper discretion
Explains, promotes and/or sells bank products or services
Prepares required reports and files as necessary
Notarizes documents
Verifies port activity and file maintenance
Cross-trains in other areas to provide assistance as needed
Provides superior customer service
Reports to work regularly and promptly
Maintains established department and Bank policies, procedures and objectives and quality assurance
Enhances professional growth and development through participation in in-service meetings, current literature, etc
Qualification
Required
Understand and comply with regulatory requirements for financial transactions, most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP)
Exhibit superior customer service as an Austin Bank team member
Demonstrate high quality relationship building techniques
Participate in developing a teamwork atmosphere with co-workers
Stay abreast of company communications by reading publications, announcements and company e-mails
Develop personal skills and capabilities through on-going training
Uphold and safeguard the organization's values relating to ethics, integrity, and confidentiality
Greet customers and provide superior customer service
Process loans
Interview prospective customers for loans
Attend loan closings
Answer telephone and provide information to callers or route calls to appropriate person
Greet visitors, ascertain nature of business, and direct visitors to appropriate persons
Schedule appointments, compose and type correspondence, read and route incoming mail, and perform other administrative and clerical duties
Assist in coordinating departmental activities
File correspondence and other records
Maintain files
Resolve matters of a routine nature to conserve supervisor's time
Maintain ticklers pertaining to loans
Maintain loan exception list
Obtain credit reports
Handle confidential and sensitive information with proper discretion
Explain, promote and/or sell bank products or services
Prepare required reports and files as necessary
Notarize documents
Verify port activity and file maintenance
Cross-train in other areas to provide assistance as needed
Report to work regularly and promptly
Maintain established department and Bank policies, procedures and objectives and quality assurance
Enhance professional growth and development through participation in in-service meetings, current literature, etc
Company
Austin Bank
Austin Bank is a bank that offers personal banking, business banking, and loan services.
Founded in 1900
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Gunnels
Sr. Executive Vice President Chief Credit Officer
Company data provided by crunchbase