Lending Assistant - Midland, Wall St.

Position Purpose

Responsible for providing clerical support for commercial lending activities. Types, prepares, and files a variety of documents. Opens mail and performs miscellaneous clerical functions as needed. Provides high quality and professional service to customers.

Responsibilities

• Assumes responsibility for the effective performance of assigned clerical and account processing functions.
• Makes transfers for businesses.
• Processes loan payments and tracks insurance on business loans.
• Monitors disbursements on construction and development loans.
• Types a variety of documents, records, and reports.
• Maintains, organizes, and updates business files.
• Makes address changes as needed.
• Opens, sorts, and distributes mail.
• Monitors needs of new accounts and provides backup as necessary.
• Establishes and maintains effective business relations with customers.
• Assists with questions and problems courteously and promptly.
• Obtains and conveys information as needed.
• Maintains the bank’s professional reputation.
• Establishes and maintains effective communication, coordination, and working relations with bank personnel and management.
• Assists, supports, and replaces Commercial Lending personnel as needed.
• Attends and participates in meetings as required.
• Assists in preparing loan documents.
• Ensures work area is clean, secure, and well‑maintained.
• Completes special projects as assigned.

Performance Measurements

• Document preparation is accurate, neat, and timely.
• Files are current and well organized.
• Miscellaneous clerical functions are efficiently and effectively completed.
• Professional working relations exist with customers.
• Assistance is provided as needed; questions are answered courteously and promptly.
• Good working relations and communications exist with bank personnel and management.
• Management is appropriately informed.

Qualifications

• Education/Certification: High School graduate or equivalent.
• Knowledge: Familiarity with business loan programs and service requirements; general loan documentation helpful.
• Experience: Prior experience helpful, particularly in a financial environment.
• Skills/Abilities: Accurate and attentive to detail; well organized; strong typing abilities; ability to assist others; proficient with computer, adding machine, copy machine, and basic business equipment.

Physical Requirements

• Talking: Ability to convey detailed or important instructions accurately, loudly, or quickly.
• Hearing: Able to hear average or normal conversations and receive ordinary information.
• Repetitive Motion: Frequent use of wrists, hands, and/or fingers.
• Visual: Average visual acuity necessary to prepare or inspect documents.
• Strength: Sedentary work; occasional exertion of up to 10 lb.
• Working Conditions: Typical office environment with no hazardous or significantly unpleasant conditions.

Mental Requirements

• Reasoning Ability: Apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions; interpret technical instructions and manage multiple variables.
• Mathematics Ability: Compute discount, interest, profit, loss, commission markup, selling price, ratios, proportions, percentages; perform simple algebra.
• Language Ability: Read periodicals, manuals, dictionaries, etc.; prepare business letters, proposals, summaries, and reports with correct punctuation, grammar, diction, and style; conduct training, participate in panel discussions, and make professional presentations.

Schedule

Monday – Friday, 8:00 AM – 5:00 PM.