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Central Bank · 2 weeks ago

Consolidated Loan Processing Assistant

Osage Beach, MO

Full-time

Onsite

Entry Level

2+ years exp

Central Bank is seeking a Consolidated Loan Processing Assistant to provide clerical and administrative support to Commercial and Consumer Loan Officers. The role involves coordinating loan closings, assisting with customer inquiries, and ensuring all loan actions are processed correctly and timely.

FinanceFinancial Services

Responsibilities

Provides a wide variety of clerical and administrative support to Commercial and Consumer Loan Officers

Coordinates loan closings with customers for new loans, extensions/modifications of existing loans

Provides backup support to other loan assistants when necessary

Provides backup support in answering the phones and greeting customers for new accounts, mortgage loans and the teller line to ensure all bank customers are being waited on in a timely manner

Exercises independent judgement under moderate supervision

Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy Act and all applicable State and Federal laws and regulations

Works directly with lenders to provide administrative support in all areas of the loan process. This includes handling phone calls, taking messages, scheduling appointments and meetings and assisting with meeting preparation

Work exception reports as requested by lender to ensure that items needed are obtained. This includes Technical Exception lists, Expired/Cancelled Insurance reports, Past Due Reports

Work directly with customers to facilitate processing of loan payments and loan advances as requested

Coordinate closings with customers for approved commercial and installment loans. Respond to internal and external inquiries regarding the status of loans in progress, technical exceptions, loan documents and other banking related questions

Work with Loan Processing team to ensure all documents required for new loans are obtained

Order supporting documentation for closings as needed (includes flood determinations, credit bureaus, appraisals, title work, UCC Searches, insurance etc.)

Prepare Loan Documentation for loan closings

Close loans with customers as needed

Book new loans after loan closing with the customer. This includes filing and perfecting liens timely, disbursing funds to borrower, scanning all documents into the electronic loan file

Provide accurate product information and actively seek cross sell opportunities

Provide backup support to branches, other loan assistants, all lenders and all areas of the Loan Administration Department

Establish, implement and maintain methods and procedures to assure all loan actions are processed correctly and timely

Maintain a comprehensive procedures manual on all job responsibilities

Consistently demonstrate proficiency in providing exemplary customer service in person and by phone. Maintain a friendly, positive and professional attitude. Resolve difficult situations with tact and diplomacy

Operate a variety of office administration equipment and programs

Advise of problems with procedures, policies, improper calculations, deadlines and other problems

Maintain a neat and orderly work area and ensure that all confidential records are secured and/or disposed of properly

Attend/complete all required training

Qualification

Loan processingCustomer serviceOffice administrationTyping skillsOffice equipment operationEffective communicationAttention to detailTeam collaborationProblem-solving

Required

High school education or equivalent

At least two years of experience in general office work or completion of an associate's degree in administrative office systems or a related area

Effective oral and written communication skills

Strong customer relation skills and ability to communicate effectively and work well with supervisor, co-workers and customers in a cooperative, positive manner

Typing skills, 50 WPM minimum

Letter formatting skills

Attention to detail

Ability to operate a variety of office equipment

Regularly required to sit; stand; walk; talk; Occasionally required to stoop, kneel, or crouch

Frequently lift and/or move up to 20 pounds

Specific vision abilities include close vision