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The Fidelity Bank · 1 month ago

Business Loan Assistant

Southern Pines, NC, US

Full-time

Onsite

Mid Level

3+ years exp

The Fidelity Bank is seeking a Business Loan Assistant responsible for aiding the loan officer with various loan-related tasks. This includes preparing and processing loan documents, contacting clients for necessary information, and ensuring compliance with banking guidelines.

BankingFinancial Services

Responsibilities

Accurately and efficiently enter customer and loan information into the Banks loan documentation system. Ensure loans submitted are documented properly and the files contain all required information and documents

Assist with loan closing process: loan packaging, closing, and post-closing duties

Follow up on any document exceptions. Keep document exceptions to a minimum

Assist with past due collections efforts

Assist with loan processing items. Order property title searches and appraisals when appropriate. Order and review flood determinations. Request and review required income verifications. Submit appropriate and accurate attorney instruction letters and loan commitment letters

Help with the preparation of new loan requests including data input, gathering financial information from customers and reviewing analysis for accuracy

Help with the preparation of loan renewals and modifications as well as portfolio management

Qualification

Loan processingBanking experienceMS WordMS ExcelAnalytical abilityVerbal skillsListening skillsProfessional telephone skillsCommunication skillsWritten skills

Required

High school diploma or GED with 3 years banking experience or an equivalent combination of education and experience

Strong MS Word, Excel and detail oriented

Moderate analytical ability required to: Review customer information against established credit criteria, perform basic mathematical calculations, research and respond to customer inquiries promptly and accurately

Must have the ability to effectively communicate

Strong and demonstrated verbal, written, and listening skills are required

Professional telephone skills and manners