Operations/Lending Assistant

Job Description

Job Description

Deliver a World Class Experience to clients and associates by supporting the daily functions of the Operations Support and Lending Services departments.

Monday-Friday 8:00am-5:00pm

$28.00-$32.00/hour

Responsibilities:

• Learn and process tasks related to deposit and lending operations according to policy and procedure.
• Provide backup support for team members on deposit and lending core tasks as needed.
• Performs callbacks daily for all newly issued debit cards and changes to verify all information has been input properly.
• Confirms proper documentation has been scanned into the system for debit cards.
• Reviews debit card maintenance exceptions and processes debit card return mail.
• Logs and maintains any missing information or documentation that is required.
• Assists with reviewing incoming loan packages and preparing necessary documentation.
• Performs callbacks of recently boarded credits.
• Assists department with servicing functions such as payment processing, wire processing, and paid-note processing.
• Assists with setting up Docusign envelopes.
• Provides quality service to internal customers in a timely manner.
• Handles customer problems, concerns, and issues professionally and maintains confidentiality of customer information.
• Follow privacy and information security policies.
• Adhere to all company policies, federal and state laws and bank regulatory guidance including, but not limited to: Bank Secrecy Act, Office of Foreign Assets Control, Gramm-Leach-Bliley Act, Federal Deposit Insurance Corporation Improvement Act, Community Reinvestment Act, Consumer Protection Laws and applicable California Civil Code.
• Ensure all sensitive internal and external customer information is properly safeguarded.
• Provide accurate and timely reports in support of periodic audits by financial and regulatory agencies.
• Other duties as assigned.

Qualifications:

• HS Diploma or GED
• 1+ year of administrative experience in bank operations, lending services or loan documentation
• Proficient in MS Office
• Data entry or document review experience
• Familiar with basic accounting or general ledger a plus!

Company Description

Crossroads Staffing is a nationwide talent solutions firm that specializes in matching the right job with the right candidate fast! We offer temp, contract, temp to hire and direct hire opportunities within various industries, our specialties being in the Administrative, Information Technology, Human Resources, Accounting, Customer Service, Manufacturing and Legal fields.

We know how daunting the job search can be, so we offer a quick and easy hiring process without extra hoops to jump through. Our structured interview process allows us to get a sense of what qualities you bring to the table, and how those correlate with our current openings. We're here to represent you and help you on the path towards finding your next career opportunity. All you have to do is apply!

Company Description

Crossroads Staffing is a nationwide talent solutions firm that specializes in matching the right job with the right candidate fast! We offer temp, contract, temp to hire and direct hire opportunities within various industries, our specialties being in the Administrative, Information Technology, Human Resources, Accounting, Customer Service, Manufacturing and Legal fields. \r\n\r\nWe know how daunting the job search can be, so we offer a quick and easy hiring process without extra hoops to jump through. Our structured interview process allows us to get a sense of what qualities you bring to the table, and how those correlate with our current openings. We're here to represent you and help you on the path towards finding your next career opportunity. All you have to do is apply!