SR LENDING ASSISTANT - WOODWAY WEST OFFICE

Allegiance Bank

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Job Information

Description :

ESSENTIAL DUTIES * Gathers and calculates data and prepares a variety of monthly, quarterly and annual reports for Senior Loan Officer; prepares loan projection, and other various reports; ensures reports are prepared with accuracy, completeness and on schedule

  • Performs required administrative duties; composes and proofreads correspondence for Sr. Loan Officer; sets up and maintains files; maintains calendar for Sr. Loan Officer; acts as a receptionist by answering and directing telephone calls; attends meetings and sorts, screens and distributes mail
  • Maintains office supplies for work area; prepares documentation and orders supplies and forms; refers problems to appropriate individuals; and ensures answers or information is received by inquiring party
  • Sets up and maintains a variety of central files including those relating to appraisals, title companies, and other loan services utilized by the Bank
  • May conduct account research to update customer’s complete banking information
  • Processes various loan reports and callbacks
  • Performs official notary duties
  • Composes, prepares and issues correspondence such as internal memorandums and letters to customers or contractors
  • Performs routine clerical duties including, but not limited to filing, faxing, and copying.
Education : Associates

Experience : 0 years: • Associate's degree (AA) or equivalent from an accredited college or technical school; or related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of administrative duties with a financial institution background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
5 years: • Minimum of 5 years working experience as a Lending Assistant in a financial institution.
0 years: • Intermediate level of work experience, knowledge and training in all loan servicing activities and terminology.
0 years: • Intermediate knowledge of related state and federal banking compliance regulations, and other Bank lending policies.
0 years: • Ability to read, analyze and interpret general business periodicals, professional journals, and technical procedures.
0 years: • Intermediate skills in personal computer operation; word processing, spreadsheet and lending software programs. Intermediate typing skills to meet production needs of the position.
0 years: • Intermediate math skills; calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs.
0 years: • Effective oral, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees.
0 years: • Ability to deal with difficult problems involving multiple facets and variables in non-standardized situations.
0 years: • Effective organizational and time management skills.
0 years: • Ability to work with minimal supervision while performing duties.

Allegiance Bank