Loan Administrative Assistant

Future Opening:
Loan Administrative Assistant

Full Time
• Bartlesville, OK

• 401(k)
• Health insurance
• Paid time off
• Tuition assistance
• Vision insurance

Position Title
:
Loan Administrative Assistant (Bartlesville)

Reports To
:
Market President

Status
:
Hourly;
Non-Exempt

To provide clerical and administrative support to the Bartlesville market in the loan administration area. Open new deposit accounts as requested. To maintain exceptional customer relations, provide timely assistance and cross-sell Bank products and services whenever possible.

• Performs all related loan department responsibilities including running credit reports and conducting account research; processing consumer and commercial loan payments and advances; reviewing loan approvals for completeness; ordering loan documents; preparing and sending commitment, engagement, auction and decline letters; and other documents as requested.
• Answers the telephone; responds to routine loan officer or customer inquiries related to loan account balances, payments, and payoff requests.
• Orders/requires third party reports for the loan files such as appraisals, title commitments and Phase 1 ESA reports.
• May assist in loan closing, as requested.
• May assist with consumer lending needs, as requested, and approved.
• Requests financial information from existing and prospective clients.
• Provides general secretarial and clerical support to Bartlesville loan officers and Market President.
• May coordinate calendars, schedules and meetings of Market President and other staff as necessary.
• Opens new deposit accounts for customers as needed.
• Cross-sells bank products and services as needed and promotes various marketing campaigns.
• Refers customers to other bank personnel for specialized customer needs.
• Builds and maintains loan information on new and existing customers as requested by Bartlesville lending staff.
• Orders loan documents for loan officer(s) as requested.
• Prepares reports, documents and takes minutes for the Oklahoma Loan Committee and other committees, as assigned.
• Works loan exceptions under loan officer direction.
• Performs loan administration duties, as required, or assigned.
• Orders title work for Bartlesville market as directed.
• Understands Federal, State and Union State Bank rules and regulations.
• Performs other duties as may be required or assigned.

A high school diploma or equivalent required. Previous loan processing experience preferred. Previous retail customer service preferred. Continuing education to maintain regulatory and procedural knowledge is required. Understand Federal, State and Union State banking rules and regulations. Bank related courses strongly recommended.

Ability to communicate, written and verbal, effectively with people both internally and externally. High degree of accuracy and attention to detail with the ability to handle multiple tasks and meet deadlines. Ability to identify and resolve problems. Organizational and time management skills. Ability to work with all levels within the organization. Basic computer skills to include proficiency in Microsoft Office Suite products.

Able to handle confidential information and positively represent the company.

Communication, teamwork, critical thinking, decision making, Microsoft Office Suite, and strong collaboration.

Fiserv Precision, Harland Laser Pro, Business Process Manager, Microsoft Office Suite, etc.

Office equipment which includes computer, multi-line phone system, image scanner, multi-function unit, etc.

Work is performed in an office environment. Prolonged (90%) sitting and periodic (less than 10% of the time) physical exertion to manually move, lift, carry or push heavy objects or materials weighing up to 50 pounds; constant and repetitive use of arms and hands below shoulder level for computer usage. This position requires the individual to perform normal office activities including, but not limited to, lifting, filing and retrieving, operating office equipment, etc.

Travel between locations may be required.

• ESOP…