Loan Administrative Assistant Jobs at Bank of Eastern Oregon
Sample Loan Administrative Assistant Job Description
Loan Administrative Assistant
Job Position: Reports To: Department: |
Loan Administrative Assistant |
Job Summary: Performs noncomplex and complex clerical duties related to commercial, consumer, and mortgage loans. Works directly for the Chief Credit Officer and Chief Lending Officer on various tasks to include but not limited to activities relating to the ALLL (Allowance for Loan Loss & Leases), problem loan reports, recording meeting minutes, variance and loan condition tracking. Incumbents in this position will divide the duties accordingly depending on assigned schedule and direction of the supervisor.
Essential Duties:
- Work on ALLL related tasks
- Work with the Loan Officers to collect Problem Loan Reports on a quarterly basis
- Record minutes for loan meetings
- Work closely with the Image Coordinator and Loan Officers to ensure Variance Tracking and other loan conditions are being adhered to
- May work on special tasks/projects relating to loans
- Image loan documents on a computer using Accusystems software program
- Work with Imaging Coordinator to coordinate with part time scanners to provide high quality, on time scanning
- Maintain and monitor pending loan files
- Perform other duties as required by business needs
- Complete required training and compliance with Bank Secrecy Act/Anti-Money Laundering policies, procedures, including identification of suspicious activity, CTR (Currency Transaction Report) preparation and other job specific policies/procedures pertaining to this position
Minimum Qualifications:
- Ability to coordinate a variety of activities and develop, maintain organizational structure
- Ability to learn basic lending laws and practices associated with processing loans
- Ability to communicate effectively both verbally and in writing
- Skills in the operation of a personal computer with word processing and spreadsheet software and intra/internet
- Ability to establish and maintain effective working relationships with a diverse group of people
- Ability to operate a fax and copy machine
- Strong clerical skills including filing, typing, 10-key and answering phone
- Basic knowledge of Excel and Word software programs by creating new documents or maintaining existing spreadsheet/documents
- Ability to operate a loan software program
- Ability to understand debits and credits
- Ability to prioritize work and meet deadlines
- Ability to work in an environment with a high volume of production
Physical Requirements:
- Must be able to remain in a stationary position constantly
- The person in this position needs to occasionally move about inside the office to access file cabinets and other office machinery; such as a copy and/or fax machine
- Constantly operates a computer and other office productivity machinery; such as a calculator, copy machine, and printer
- The person in this position frequently communicates with employees and/or customers with inquiries. Must be able to exchange information in these situations
- Constantly assesses information from computer, manuals, spreadsheets and other bank systems
- Ability to transport file boxes to another work location (records vault)
- Ability to drive and/or ride in a vehicle to attend educational training or required meetings
Education / Experience:
- Associates degree or equivalent experience preferred
- This position typically requires a minimum of 1 or more years of clerical experience with a working knowledge of bank services
Bank of Eastern Oregon is an Equal Opportunity Employer / Affirmative Action Employer
This job description is subject to change and other functions may be assigned/reassigned at management's discretion. This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position. This job description is not an employment contract. The aforementioned job requirements are subject to change to reasonably accommodate qualified disabled individuals.
Current Openings for Loan Administrative Assistant Jobs at Bank of Eastern Oregon
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