Commercial Loan Processor - Administrative Assistant I (23-28)

Full Time
San Antonio, TX
Posted
Job description

Commercial Loan Processor – Administrative Assistant I

Location: San Antonio, TX

Position Overview - Responsible for the providing clerical support for lending activities.

Main Duties/ Tasks of Position:

Performs full range of duties pertaining to the loan processing/closing/servicing and all the responsibilities necessary in granting credit to the Bank’s borrowers

Pulls system inquiries to obtain credit history on potential borrowers

Obtain initial coverage binders or copies of policies from borrowers or insurance agents and maintains up-to-date policies

Ascertains level of insurance is appropriate and the Bank is listed as lien holder

Obtains pay-off information as necessary

Files UCC in a timely manner: perfection of security, interest, collateral

Secondary Duties and Responsibilities:

Identifying and selling bank products and services beneficial to customer needs

Assist customers with wire transfer and address customer questions

Order printed checks

Keep educated on all deposit and business products

Open Safe Deposit Boxes

Obtain data to open new accounts, including forms, customer’s signatures, resolutions, partnership agreements etc.

Follow all bank policies and procedures

Requirements

Good organizational skills, attention to details

Ability to communicate effectively with lending personnel

Prioritizes tasks

Works well with others

Knowledge of all bank products and service

Other Skills/Abilities

Previous administrative and or new account experience preferred but not required

Preferred Education Level:
High school education preferred.

Job Type: Full-time

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee discount
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Referral program
  • Retirement plan
  • Tuition reimbursement
  • Vision insurance

Physical setting:

  • Office

Schedule:

  • 8 hour shift
  • Monday to Friday

Work Location: In person

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