Commercial Loan Administrative Assistant & Receptionist

(This position will be located in our new Lafayette Office, which is expected to open in April 2018) 

DEPARTMENT: Loan
CLASSIFICATION: Non-Exempt
REPORTS TO: VP Commercial Loan Documentation Officer
SUPERVISES: None

POSITION SUMMARY:

Be a critical part of a commercial lending team by bridging the gap between commercial loan officers and processors while also building a relationship with clients through outstanding customer service. Assembles proper loan documentation for loan packages, and provides support for our loan processing system. Perform a variety of clerical duties requiring knowledge of departmental procedures, loan policy and regulatory guidelines. Assembles and verifies loan documents for accuracy. Maintain and set up files on each loan and ensure that information is complete and accurate before processing to the loan officer for approval. Provide administrative support to lenders. Act as the primary Receptionist for branch location. Process inbound phone calls and oversee internal office operations including facilities, telephone administration and customer support to all staff, visitors and callers.

DUTIES:

1. Assist Loan Officers with processing of loans by researching collateral, communicating with customers and third parties, making tickets, changing accounts, codes, etc. as needed

2. Gather credit and file documentation from the customer and third parties in support of the loan approval decision

3. Ensure proper documentation and procedure for government guaranteed loans and other loan enhancement programs

4. Assure that loans are processed in accordance with Company policy, regulation and procedure

5. Act as primary customer liaison in regards to loan processing

6. Review loan applications for completeness

7. Assist in processing of loan requests - research loans and collateral

8. Process paid notes; mail paid notes to customers and request collateral releases

9. Administratively assist loan officers as needed

10. Process all incoming phone calls on a multi-line phone system

11. Sort and distribute inner-office and outside mail

12. Greet each and assist customers and staff as needed

13. Provide scheduling, preparation and organization for all meetings scheduled at branch

14. Assist in coordination of sales calls with commercial loan officers, CSR, and additional staff to attract depository and Internet banking relationships from lending clients
15. Assist Bank in maintaining compliance with all branch security policies, including but not limited to property, daily security operations, postings and signage
16. Assist with maintenance items, branch budget and processing of invoices

RELATIONSHIPS/QUALIFICATIONS:

1. Responsible to the Commercial Loan Documentation Officer for the fulfillment of functions and responsibilities assigned

2. Strong working knowledge of the bank's lending policies, procedures and documentation requirements

3. Must be able to deal tactfully and efficiently with bank customers in handling problems of a relatively complex nature

4. Ideal candidate would possess the initiative and desire to accomplish a variety of unique tasks during a typical workday. This candidate would enjoy working with the team to minimize the Bank’s documentation and compliance risk even through complex circumstances

WORKING CONDITIONS:

1. Normal office environment

2. Extended viewing of computer screens

3. Moderate lifting up to 25 pounds

4. Repetitive hand and arm movement

First Farmers Bank & Trust promotes an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please see your HR Director should you have any questions about this policy or these job duties.