Synergy Bank · 21 hours ago
Credit Department Assistant
Houma, LA
Full-time
Onsite
New Grad, Entry Level
$18/hr - $23/hr
0+ years expSYNERGY BANK is a financial institution seeking a Credit Department Assistant to provide clerical assistance within the Loan Review Compliance department. The role involves preparing loan renewal packages, maintaining accurate financial records, and assisting supervisors and lending staff with various tasks.
BankingFinanceFinancial Services
Responsibilities
Provides the Synergy Bank standard of excellence in customer service
Maintain honesty and the highest level of ethical standards
Prepare renewal package for loan officers on maturing loans
Professional correspondence with borrowers as required
Accurate scanning, indexing, and filing of financials, tax returns, and appraisals
Monitor asset-based lines of credit, making advances and payments as needed
Request and monitor accounts receivable aging’s
Maintaining accounts receivable monthly log
Monitor floor plans according to the applicable procedure
Perform on and off-site accounts receivable audits as required
Appraisal functions of the department
Maintains a good understanding of all bank products and services to effectively cross sell
Fields incoming calls to the department ensuring phones are answered by the third ring
Assists the Credit Department Supervisor, Credit Analysts’, and lending staff as directed by supervisor
Requests financial information prior to expiration set forth by department guidelines as directed by supervisor
Performs daily tasks associated with new loans within department guidelines and directed by supervisor
Qualification
Required
Knowledge of Accounting and Financial documents OR
Banking experience OR
Prior experience with loans
High School Diploma or Equivalent Required
Must have six months of service in current position with the bank
Proficient in Microsoft Word and basic understanding of Microsoft Excel
Ability to pay close attention to detail
Ability to multi-task in a fast-paced work environment
Ability to organize and prioritize daily tasks
Ability to present a business professional appearance
Must have reliable transportation to commute to and from work
Must be able to work at a computer station in front of a monitor for up to 4 hours at a time without the opportunity for a break
Must be able to interact with the public utilizing various methods of communication
Employee may be required to squat and remain in that position for short periods of time while searching for and/or reaching for files and supplies at ground level. This could occur as few or as many times as necessary to accomplish the required task
Must be able to lift and carry approximately 10-15 pounds multiple times throughout the day
Travel to offsite audits as needed
Must have the attention span to stay alert and attentive during a normal 8-hour workday
Must be able to follow instructions and procedures exactly as trained or directed by his or her supervisor
Must be able to listen to, grasp, and respond positively to supervision and instructions by Management
Physical and cognitive ability to perform the essential duties and functions of his/her job
Ability to safeguard and maintain confidential information as directed by Federal law and Company policy
Preferred
Bachelors of Finance or Accounting
Ability to identify financial and loan documents
Knowledge of CSI Systems
Experience in scanning and indexing documents
Company
Synergy Bank
Synergy Bank is a community bank that specializes in digital, accounting, and business banking services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$14.82M2023-08-28Undisclosed· $14.4M
2010-06-15Seed· $0.42M
Recent News
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