GENERAL FUNCTION:
Assist branch lending staff in loan clerical duties including but not limited to past due letters, follow-up for exception lists, loan document scanning, customer communication, and other duties as assigned.
MAJOR DUTIES AND RESPONSIBILITIES:
· Ensure all officers’ past-due loans receive past-due letters when necessary.
- Assist with gathering documentation for loan preparation.
- Accurately and efficiently produce loans for the Ballard County commercial lenders utilizing loan origination software
- Meet with loan customers when necessary.
- Assist commercial lenders with phone correspondence.
- Scanning and indexing any needed documents.
- Updating Incomplete List, ordering final titles, title policies.
- Communicate with loan operations when needed.
- Represent the bank and participate in community activities and local affairs to enhance business development.
- Participate in seminars, conference, and training meetings on various topics to better assist bank management.
- Assist in ensuring security of all bank systems and network.
- Deliver and record documents in government offices.
- Carry out other such duties as may be assigned or directed.
JOB REQUIREMENTS:
· College Degree and/or comparable experience preferred
· Banking experience preferred
SKILLS & ABILITIES
· Detail oriented with excellent organizational skills.
· Must have excellent oral and written communication skills.
· Proficient in Microsoft Office software; Word, Excel, Outlook, PowerPoint, Teams and Zoom.
· Ability to operate Windows PC-based computer software.
· Professional image and positive attitude.
· Pro-active, solutions-oriented personality.
PHYSICAL DEMANDS
· Hand dexterity required to operate computer terminal and/or related equipment.
· Eye Coordination required to operate computer.
· Drive to and attend meetings as required.
· Move around bank between levels or floors while performing duties.
· Bending and stretching in work area.
· Sitting at desk or computer workstation for extended periods of time.