Apply on Employer Site

BankPlus · 3 weeks ago

Lending Relationship Administrator - Slidell, LA

Slidell, LA, USA

Full-time

Onsite

Entry Level

2+ years exp

BankPlus is a high-performing team committed to fulfilling promises and building lasting relationships. The Lending Relationship Administrator is responsible for assisting loan officers in meeting customer banking needs, ensuring efficient loan processing and providing excellent customer service.

BankingFinancial ServicesVenture Capital

Responsibilities

This position is responsible for the filing, initiating, correspondence, scheduling, and coordination of the activities between the loan officer and customer, to ensure efficiency and high performing service within the department

Sells and cross-sells Bank products to new and established customers by assessing the customer’s needs and being knowledgeable of the features and benefits of the products

Prepares loan advances, renewal, extensions, and amendments and works with Loan Officers to close and fund loans

Reviews and resolves credit and collateral exceptions

Works with Loan Officer in compiling information for credit analysis, ordering credit bureau and Dun Bradstreet reports

Obtains required information for prospective customers and/or existing customers for collateral and credit files. Files Deeds of Trust, Titles, and UCC’s

Resolves un-posted loan items daily

Quotes loan payoffs and initiates loan payoff letters

Sends all lending document to loan administration, ensuring all exceptions are removed

Responsible for performing duties for department in an efficient and accurate manner, such as, but not limited to; coordinating activities between Loan Officers and Customers, contacting the Customer directly to ask questions and obtain information, preparing documentation and correspondence, delivering mail within the department, answering phones, and coordinating scheduling, reporting, and file maintenance

May make payment decisions, with approval from banking center president or department head

Participates in the bank’s High-Performance Rewards Connections program

Maintains a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including, but not limited to: Bank Secrecy Act; Privacy Act: Fair Lending Act; Regulation E, etc. Completes required compliance training and adheres to the Bank’s standard of conduct

Performs other duties as assigned