Aston Carter · 3 hours ago
Loan Assistant (Commercial)
Coeur d'Alene, ID
Contract
Onsite
Entry Level
$20/hr - $21.30/hr
3+ years expAston Carter is a company specializing in corporate talent solutions across various sectors. They are seeking a detail-oriented Banking Assistant responsible for ensuring the accuracy of loan documents and assisting with various banking and clerical tasks.
ConsultingHuman ResourcesInformation Technology
Responsibilities
Check documentation sheets and ensure all items are received to complete files in a timely manner
Correspond with institutions and vendors to gather necessary information such as title commitments, UCC pre-searches, and filings
Order and review loan documents for accuracy including rate, term, legal descriptions, and signatures
Maintain a tickler system to follow up on loan covenants as required by agreements
Collaborate with the Title Company to ensure timely and accurate lien recording
Assist with pending items/documentation from customers, institutions, and vendors
Track and follow up on file maintenance such as rate changes, payments, and insurance
Support Loan Servicing with file maintenance and needed documentation
Participate actively in bank-related and community volunteer events
Assist Relationship Managers with marketing and workflow tasks
Monitor loans serviced to ensure required changes are accurate
Refer potential candidates for bank products and services
Provide clerical assistance including answering phones and assisting customers
Maintain and balance holdover accounts, balance budgets, and upload accounts payable
Assist with marketing efforts and maintaining reports and forms for compliance
Ensure documents comply with bank lending policies and procedures
Prepare monthly Production Reports and compile Maturing and Past Due Loans Reports
Maintain service level expectations as defined by the bank
Comply with applicable laws and regulations such as the Bank Secrecy Act
Qualification
Required
1+ years of clerical experience in a bank
Strong written and verbal communication skills
Proficiency in customer service, consumer lending, and basic accounting
Ability to multitask and handle complex tasks efficiently
High school diploma or equivalent
Preferred
3 years of clerical experience in a banking environment
Fundamental understanding of banking, accounting, or legal experience
Strong organizational skills with attention to detail
Proficiency with Microsoft applications (Word, Excel, Outlook) and other basic office equipment
Benefits
Medical, dental & vision
Critical Illness, Accident, and Hospital
401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
Life Insurance (Voluntary Life & AD&D for the employee and dependents)
Short and long-term disability
Health Spending Account (HSA)
Transportation benefits
Employee Assistance Program
Time Off/Leave (PTO, Vacation or Sick Leave)
Company
Aston Carter
Aston Carter is a staffing and recruiting company providing risk and compliance services.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2011-01-31Acquired
Leadership Team
Juan Pablo McCausland-PHR, CDP
Human Resources Business Partner
Sherry Guevara
Regional Human Resources Partner-West Region
Recent News
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