Administrative Assistant
Wilson Bank & Trust
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Imagine sitting across from a family ready to buy their first home or a business owner planning to expand. In a Lending role at Wilson Bank & Trust, you're more than a banker-you're a trusted friend who helps turn dreams into reality. Every conversation is an opportunity to guide someone through milestones that shape their future, from purchasing a home to growing a business. You'll build relationships that go beyond transactions, becoming the person customers rely on for clarity and confidence in complex financial decisions. Over time, you'll see those dreams come to life-homes filled with laughter, businesses thriving in your community-and know you played a part in it. It's about being a cornerstone in your community, offering expertise and empathy while partnering with teams across the bank to deliver solutions that matter. Your career grows alongside the people you serve, and together, you'll write stories of progress and possibility that last for generations. Position Summary The Administrative Assistant II provides operational support for the Lending team. This position prepares commitment letters and term sheets, processes real estate payoffs, and inputs loans into the loan processing platform system. The Administrative Assistant II coordinates loan committee activities, monitors loan approvals and releases, and compiles and distributes various reports. This position reports to the Head of Lending Support & Development and provides excellent service and support to team members and customers while demonstrating the Company's values and supporting the mission. Position Duties & Responsibilities • Provides operational support for the Lending team • Responsible for preparing and maintaining commitment letters and term sheets • Process real estate payoffs, including tickets for payoffs received via mail and wire • Perform account and loan maintenance to include change of address, billing notices, online banking assistance, draws, transfers, etc. • Responsible for document scanning and uploading (e.g., tax returns) • Input loans into loan processing platform systems • Pull credit reports for customers • Assist with resolving technical exceptions • Coordinate loan committee activities, send approvals, and update tracking sheets • Monitor loan approvals and releases for loan servicing • Prepare and distribute past due reports, BSA exceptions, and billing notices • Prepare and maintain activity statements and reports for various business units • Prepare incentive reports for designated recipients by monthly deadlines • Participate in consumer credit meetings and prepare related reports • Support reporting needs related to vendor relationships • Monitor commercial and consumer loan pipelines including closing dates and status updates • Support exam readiness and other risk management and compliance activities • Maintain professional and technical knowledge by attending educational workshops, and reviewing professional publications • Attend training as requested
- Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
- Participate in outside community activities as required
- Perform other duties as assigned
- High School diploma or GED
- 3 years of experience in banking, lending operations or financial services preferred
- Experience supporting loan committees or similar governance bodies
- Proficient with loan processing systems (e.g., LoanVantage, Laser Pro, etc.)
- Proficient with Microsoft Office to include advanced Excel and reporting skills
- Experience with SQL Server, Power BI and Smartsheet
- Knowledge of lending regulations, compliance requirements and industry best practices
- Ability to work on multiple projects simultaneously while accomplishing daily tasks and meeting deadlines
- Effective verbal and written communication skills
- Excellent interpersonal skills
- Analytical ability
- Critical thinking and problem-solving skills
- High standards for integrity, honesty, professionalism, and work ethic
- Commitment to service excellence
- Ability to work independently while demonstrating excellent organization and follow through
- Demonstrate flexible and efficient time management and ability to prioritize workload
- Ability and willingness to work with purpose and a strong sense of urgency
- Self-motivated, positive, and enthusiastic
- Self-starter with a strong desire to exceed expectations and capable of supporting a team
- Maintain confidentiality discretion
- Ability to effectively work in collaboration with others to achieve business objectives
- Willing to grow and be challenged
We believe success should be acknowledged and celebrated. That's why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees' contributions are recognized companywide. GROW WITH US "Grow With Us" is more than a slogan-it's an invitation. Whether partnering with local schools to teach the next generation hands-on financial life lessons through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee Stock Purchase program, you'll find opportunities tailored to your interests and ambitions while working for WBT. We invest heavily in development through mentorships, workshops, banking schools, and certifications because when our people grow, our customers thrive.
Vacancy posted 1 day ago
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