Lending Assistant (Finance)
At Guaranty Bank & Trust, we are passionate about helping others and our communities. We strive to stand out and be different, and as a result, our business is growing fast!
Guaranty Bank & Trust offers competitive pay and benefits, generous time off, continued training and career development. Do you want to work for a respected financial institution who supports innovation, promotes collaboration, is environmentally responsible, technology driven, ethical, and is willing to invest in your career? If so, we should meet!
We are currently searching for the right person to join our team as a Lending Assistant.
The Lending Administrative Assistant will provide a wide range of secretarial, clerical, and other duties relating to the loan function of the Bank. The job functions are:
Job Duties:
- Represent the Bank in a courteous and professional manner.
- Take loan applications, obtain credit reports and process credit denials according to regulations.
- Type memos, letters and reports.
- Greet customers and assist them with routine problems.
- Accept loan payments and deposits.
- Handle incoming telephone calls and mail.
- Obtain the necessary documents and legal papers for loans.
- Call and write letters to past due customers.
- Produce loan documents and renewal loans in an accurate and timely manner.
- May be responsible for servicing loans: ie, payments, payoff quotes and forwards to lenders and/or clients.
- Maintain knowledge of banking products and services in order to cross-sell to customers.
- Image documents into electronic filing system.
- Work exception reports.
- Set up meetings, conference and conference calls.
- Coordinate calendar/travel arrangements.
- Proactively monitor schedules to identify and resolve conflicts and inefficiencies.
- Comply with privacy policies and procedures to maintain customer confidentiality and information protection.
- Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
- Complete and pass all required regulatory compliance training as assigned.
- Perform any additional duties and tasks assigned by management.
Qualifications & Skills:
- Displays passion, commitment, and drive to deliver an experience that improves our customer's financial lives.
- Superior time management and organizational skills.
- Ability to learn new technology, adapt to change, demonstrate initiative and a commitment to continuous learning.
- Demonstrate professionalism in speech, demeanor, and dress.
- Be a team player/leader.
- Handle sensitive information with the highest degree of integrity and confidentiality.
- Expert knowledge in Microsoft Office (Word, Excel, PowerPoint and Outlook).
Education, Experience & Licenses:
- High School diploma or equivalent. Associates degree or higher preferred.
- Minimum 2 years customer service experience.
- Minimum 3 years loan administrative experience in commercial, real estate and consumer loans.
Experience
Preferred- 3 year(s): Loan administrative experience in commercial, real estate and consumer loans.
- 2 year(s): Customer service experience.
Education
Required- Associates or better
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
See job description