Summary

Prepares loan documents for closing of consumer, commercial and real estate loan products to ensure full compliance and quality of loan documentation for funding. Loan admin acts as a support to the loan officer.

Key Duties

• Prepares and reviews all account documentation pertinent to loans.
• Reviews loan files to ensure the completeness of the file, and that all collateral has been properly secured.
• Resolves exceptions with loan officers.
• Remains current on all pertinent lending and other financial institution-related laws and regulations.
• Covers phone calls and customer's needs as necessary.
• Carries out responsibilities with professionalism and respect for others in accordance with the Bank's policies and applicable laws.
• Acts as the Bank's primary focal point for managing and controlling the bank's interests and operational risks in the delivery of the entire bank's loan portfolio.
• Receives and processes customer requests for loan advances.
• Performs all duties as assigned.
  

  Knowledge, Skills & Abilities

• Excellent customer service skills, attentiveness, and information retention.
• Detail oriented, high degree of accuracy.
• Familiar with banking regulations and responsibilities relating to each including a working knowledge of UCC titles, mortgages, liens, and other aspects of loan collateral position.
• Mathematical skills.
• Self-starter, ability to work independently.
• Strong communication & organizational skills.
• Competence with computers and 10-key calculator.
• Ability to work in a fast-paced environment and under pressure as needed.
• The ability to make sound decision regarding customer transactions.
• Knowledge of Microsoft Word and Excel.