Loan Assistant I jobs in United States
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Guaranty Bank & Trust ยท 1 day ago

Loan Assistant I

Guaranty Bank & Trust is a respected financial institution passionate about helping others and supporting innovation. They are seeking a Full-Time Loan Assistant to provide a wide range of clerical duties related to the loan function, including processing applications and maintaining customer relationships.

Banking
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Responsibilities

Represent the Bank in a courteous and professional manner
Obtain credit reports and process credit denials according to regulations
Take loan applications, obtain credit reports and process credit denials according to regulations
Type memos, letters and reports
Greet customers and assist them with routine problems
Accept loan payments and deposits
Handle incoming telephone calls and mail
Obtain the necessary documents and legal papers for loans
Call and write letters to past due customers
Produce loan documents and renewal loans in an accurate and timely manner
May be responsible for servicing loans: ie, payments, payoff quotes and forwards to lenders and/or clients
Maintain knowledge of banking products and services in order to cross-sell to customers
Image documents into electronic filing system
Work exception reports
Set up meetings, conference and conference calls
Proactively monitor schedules to identify and resolve conflicts and inefficiencies
Comply with privacy policies and procedures to maintain customer confidentiality and information protection
Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures
Complete and pass all required regulatory compliance training as assigned
Perform any additional duties and tasks assigned by management

Qualification

Loan administrative experienceCustomer service experienceMicrosoft Office expertiseTime management skillsOrganizational skillsProfessionalismAdaptability to changeTeam playerIntegrityConfidentialityContinuous learning

Required

High School diploma or equivalent
Minimum 2 years customer service experience
Minimum 3 years loan administrative experience in commercial real estate loans
Displays passion, commitment, and drive to deliver an experience that improves our customer's financial lives
Superior time management and organizational skills
Ability to learn new technology, adapt to change, demonstrate initiative and a commitment to continuous learning
Demonstrate professionalism in speech, demeanor, and dress
Be a team player/leader
Handle sensitive information with the highest degree of integrity and confidentiality
Expert knowledge in Microsoft Office (Word, Excel, PowerPoint and Outlook)
Must live within 45 minutes of the bank's location

Preferred

Associates degree or higher

Benefits

Medical, dental, vision, and life insurance
Health savings account option
Employee Assistance Program (EAP)
Health rewards program
Retirement savings plan, including 401(k) and Profit-Sharing plans
Short and long-term disability benefits
Education and training benefits
Discounts on banking products and services
Generous Paid Time Off (PTO) plan
Paid holidays

Company

Guaranty Bank & Trust

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Guaranty Bank & Trust opened its doors for business in Texas on January 13, 1913.

Funding

Current Stage
Late Stage

Leadership Team

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Cappy Payne
Sr Executive Vice President and CFO of Guaranty Bancshares, parent company of Guaranty Bank & Trust
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Shalene (Creek) Jacobson
Executive Vice President & Chief Financial Officer
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Company data provided by crunchbase