Job DetailsLevel: ExperiencedJob Location: Rockwall Location - Rockwall, TX 75087-5402Position Type: Full TimeEducation Level: High SchoolTravel Percentage: NoneJob Shift: DayJob Category: Lending
Job Summary: Responsible for providing loan support, and highly skilled administrative and clerical support to the Commercial Lending department.
Education: A minimum of the following education/experience is required:
High School diploma/GED and 3 years' experience in banking and/or related field.
Associate Degree and 1 year experience in banking and/or related filed
Job Specific Responsibilities:
Performs administrative support duties to include preparing reports and documents, mailing correspondence, filing, copying, and scanning.
Answers incoming telephone calls, resolve customer inquiries within prescribed authority, and when necessary directs calls to the appropriate loan officer or department.
Serves as primary contact and provides administrative assistance to commercial loan officer(s).
Develops new personal and commercial accounts to help enhance the Bank’s portfolio.
Performs loan processing duties for commercial, real estate, and consumer loans to include:
Obtaining applicant credit history
Preparing loan documentation
Closing and funding loans
Preparing general ledger entries
Reviewing and processing all loan technical exceptions
Following up on and processing all loan technical exceptions
Dealing with Bank attorney and personnel at title companies for real estate closings
Assisting customers in reviewing and researching loan and account histories
Accepting loan payments
Assisting with the collection of past due loans by making telephone calls, sending past due letters, and calling on past due customers
Monitoring and updating new and used floor plans
Remaining knowledgeable of loan documentation
Preparing loan advance request forms and advances
Prepares and logs loan maintenance to be sent to Loan Operations.
Prepares loan checklists, CRA’s, and logging loans to be sent to Loan Operations.
Processes NSFs, including calling customers on overdrawn accounts.
Assists in the preparation of LARs on lines of credit for all commercial/real estate officers.
Assists the Commercial Loan Department with LARs on a daily basis.
Participates in an on-going comprehensive training program to maintain awareness of compliance regulations.
Complies with Bank Secrecy Act and with operating controls and procedures; accountable for compliance with applicable consumer laws and regulations.
Other duties as assigned.
Required Skills/Abilities:
Strong computer skills
Strong Microsoft Office skills, specifically Word and Excel
Excellent customer service
Excellent verbal and written communication
Attention to detail
Problem solving
Decision making
Time management
Prioritize effectively
Perform multiple tasks simultaneously
Expectations of an Employee (Values):
Treating all customers and fellow employees with respect
Exceeding customer expectations
Consistently meeting customer needs
Conducting interactions with honest, ethical, and strong moral principles
Treating everyone with respect
Performing at the highest level
Taking responsibility for actions
Doing what is expected
Leading by example
Working as a team
Efficiently sharing information in a collaborating and proactive manner
Supervisory Responsibilities: None
Amount of Travel: None
Physical Requirements:
May need to sit/stand for long periods of time
Sustained visual concentration while working at the computer
Typing on a keyboard for long periods of time
Handle high stress environment
Maintain professional appearance
It is the policy of FirstBank Southwest to provide equal opportunity employment (EOE) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, FirstBank Southwest will provide reasonable accommodations for qualified individuals with disabilities. FirstBank Southwest is an affirmative action employer.