Administrative Assistant, Loan Operations

General Administrative Assistant Duties

• Provide administrative and clerical support to assigned departments, managers, or teams.
• Prepare, maintain, and organize documents, records, and other business information in accordance with company policies and procedures.
• Process and distribute correspondence, mail, and other communications in a timely and professional manner.
• Support day-to-day office operations and assist with special projects and other duties as assigned.

Loan Operations Specific Duties

• Travel to the post office twice a day to retrieve and/or deliver bank mail as assigned while maintaining chain of custody for sensitive mail items.
• Package and prepare outgoing mail (standard, certified, overnight) while following bank procedures and required documentation.
• Sort, record, and route incoming mail to appropriate internal recipients.
• Open, record, process, and post mailed loan payments (checks, coupons, remittance stubs).
• Create required file labels and files for the storage of various documents.
• Verify image quality, completeness, and indexing to ensure documents are searchable.
• File and maintain original loan documents in accordance with internal recordkeeping standards.

Minimum Job Requirements

• A high school diploma or equivalent is required.
• 0 – 3 years of administrative, clerical, customer service, or office support experience.
• Experience in banking operations, loan servicing, document imaging, records management, or a related field is preferred.
• Reliable transportation.
• Strong interpersonal communication.
• Strong organizational and time management skills.
• Strong computer, keyboard, and software application (Microsoft Word and Excel) skills.