Loan Assistant - Altus

Requirements

• Assembles and verifies accuracy of loan documentation
• Ensures that loan files contain all appropriate documents with proper signatures, dates, and other relevant data prior to closing of the loan and before booking
• Checks documents for proper legal descriptions, closing dates and signatures.
• Performs variety of clerical duties requiring knowledge of departmental procedures.
• Responds to customer inquires concerning loan processing and information.
• Works loan exceptions for Loan Officer(s) and other lending staff
• Works closely with Loan Officer(s) to assist with customer outreach, including but not limited to, data collection, wires, NSF accounts, payoff requests, and past due loans.
• Perform duties included, but not limited to: obtaining credit reports, processing consumer, commercial and real estate loan payments/advances, reviewing loan approvals for completeness, compiling completed loan documents for closing, maintaining credit files, etc.
• Complete necessary paperwork to pay invoices related to loan closing items.
• Coordinate construction loan inspections on real estate loans for assigned Loan Officers, with the primary responsibility of ensuring that draws are made in a timely manner and are only made for materials in place and work completed, unless otherwise dictated by assigned Loan Officers.
• Order and review any necessary title work, flood certificates, hazard insurance, UCC searches, and such other third-party reports as are necessary for the processing of commercial and consumer loans.
• Promote the bank’s products and services.
• Build and maintain positive relations with all customers, potential customers, and co-workers.
• Perform as a team member in allocating and coordinating the work flow.
• Contribute to the fulfillment of department and company objectives and goals.
• Comply with all department and company policies, procedures and regulations.