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About The Position
Responsible for providing clerical support for commercial lending activities. Types, prepares, and files a variety of documents. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to customers.
Requirements
- High School graduate or equivalent
- Familiarity with business loan programs and service requirements.
- Familiarity with general loan documentation helpful.
- Prior experience helpful, particularly in a financial environment.
- Accurate and attentive to detail
- Well organized.
- Strong typing abilities.
- Ability to assist others.
- Able to use computer, adding machine, copy machine, and basic business equipment.
Responsibilities
- Assumes responsibility for the effective performance of assigned clerical, and account processing functions.
- Makes transfers for businesses.
- Processes loan payments and tracks insurance on business loans.
- Monitors disbursements on construction and development loans.
- Types a variety of documents, records, and reports.
- Maintains, organizes, and updates business files.
- Makes address changes as needed.
- Opens, sorts, and distributes mail.
- Monitors needs of New Accounts and provides back up as necessary.
- Assumes responsibility for establishing and maintaining effective business relations with customers.
- Assists with questions and problems courteously and promptly.
- Obtains and conveys information as needed.
- Maintains the Bank’s professional reputation.
- Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.
- Assists, supports, and replaces Commercial Lending personnel as needed.
- Obtains and conveys information as needed.
- Attends and participates in meetings as required.
- Assumes responsibility for related duties as required as assigned
- Assist in preparing loan documents.
- Ensure that work area is clean, secure, and will maintained.
- Completes special projects as assigned.
