Loan Administrative Assistant- Downtown, Sulphur Springs, TX

Job Description

Job Description

Loan Administrative Assistant
Job Summary:

The Loan Administrative Assistant works under the supervision of the Loan Officer and assists as directed in gathering and compiling required information utilized for monitoring existing customers and new loan applicants. 

• Assists potential borrowers with completion of initial loan applications; reviews submitted applications for accuracy and completion, requesting additional information or detail as needed.
• Verifies information and financial history provided; acquires borrowers’ credit reports from major credit reporting bureau(s).
• Facilitates information between customers and potential customers with loan officers.
• Assist Loan Officer in preparation of documentation necessary to fund and secure loans. 
• Works closely with the bank’s Audit and Loan Control Departments to ensure customer loan files are documented in compliance with bank and regulatory requirements. 
• Performs clerical duties including typing, filing, and completion of forms.
• Operates office machines including copiers, scanners, phone and voicemail systems, personal computers, and other standard office equipment.
• Greets visitors and applicants.
• Answers phones, directs calls to appropriate individuals, and prepares messages.
• Manages calendars and schedules appointments.
• Performs other related duties as assigned.

• Excellent verbal and written communication skills.
• Ability to complete accurate and timely documentation. 
• Demonstrates a helpful and friendly attitude.
• Provide excellent customer service in a professional and timely manner
• Trustworthiness and the ability to act with integrity.
• Experience in loan processing preferred but not required 

• High school diploma or equivalent preferred.
• Minimum age 18.
• Previous experience working directly with the public is preferred.  
• Complete and pass all required training courses as assigned

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times. 

• 401k matching
• Medical insurance
• Dental insurance
• Group Term and Voluntary Term Life insurance 
• Paid Time Off
• H.S.A. Contributions (based on eligibility)
• Tuition Reimbursement (based on eligibility)
• Typical hours are Monday through Friday 8am to 5pm

City National Bank is an Equal Opportunity Employer