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ESSENTIAL DUTIES AND RESPONSIBILITIES : Includes the following : Other duties may be assigned. Employee is responsible to understand and comply with regulatory requirements for financial transactions, most specifically Bank Secrecy Act (BSA) and Customer Identification Program (CIP) as it relates to specific job functions.
Exhibits superior customer service as an Austin Bank team member.
Demonstrates high quality relationship building techniques to ensure the customer receives the best possible solution to his banking and financial needs.
Helps promote a loyal relationship between the customer and Austin bank. Participates in developing a teamwork atmosphere with co-workers as part of department / branch location by attending meetings, participating in discussions, treating co-workers with respect and courtesy, and contributing to departmental goals.
Has a responsibility to stay abreast of company communications by reading publications, announcements and company e-mails, etc.
Takes advantage of appropriate communication channels regarding bank related business matters. Develop personal skills and capabilities through on-going training, as provided by the company or elsewhere subject to Company approval.
Uphold and safeguard the organizations values particularly relating to ethics, integrity, and confidentiality both internally and externally.
Greets customers and provides superior customer service. Processes loans. Interviews prospective customers for loans. Attends loan closings.
Schedules appointments, composes and types correspondence, reads and routes incoming mail, and performs other administrative and clerical duties.
Assists in coordinating departmental activities.
Initiates appropriate action required to expedite task completion. Files correspondence and other records.
Maintains files. Resolves matters of a routine nature to conserve supervisor's time. Maintains ticklers pertaining to loans.
Maintains loan exception list. Obtains credit reports. Handles confidential and sensitive information with proper discretion.
Explains, promotes and / or sells bank products or services. Prepares required reports and files as necessary. Notarizes documents.
Verifies port activity and file maintenance. Cross-trains in other areas to provide assistance as needed. Provides superior customer service.
Reports to work regularly and promptly. Maintains established department and Bank policies, procedures and objectives and quality assurance.
Enhances professional growth and development through participation in in-service meetings, current literature, etc. Austin Bank Job LOANA002315 by eQuest
Last updated : 2024-05-16
Full Time
Banking
$39k-49k (estimate)
05/10/2024
05/20/2024
austinbank.com
JACKSONVILLE, TX
200 - 500
1900
Private
JOHN WILLIAMS
$10M - $50M
Banking
The job skills required for Loan assistant include Customer Service, Teamwork, Confidentiality, Building Relationships, etc. Having related job skills and expertise will give you an advantage when applying to be a Loan assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Loan assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Loan assistant positions, which can be used as a reference in future career path planning. As a Loan assistant, it can be promoted into senior positions as a Top Branch Administration Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Loan assistant. You can explore the career advancement for a Loan assistant below and select your interested title to get hiring information.
If you are interested in becoming a Loan Assistant, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Loan Assistant for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Loan Assistant job description and responsibilities
Setting up commercial loan files, responsible for maintaining department files in an accurate and efficient manner.
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Order required due diligence items (i.e. Appraisals, Environmental Reports, Property Inspections, Flood Searches and UCC searches)
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Prepare and review internal documentation for loan closings as needed.
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Works with third-party professionals (attorneys, appraisers, inspectors, etc.) in order to close loans in conformity with approved terms and conditions.
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Reviews all loan documents prior to closing to ensure that they will cover the intended collateral and documentation of the borrower’s and guarantor’s obligations to the bank.
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Loan Assistant jobs
Remain current on all pertinent consumer/agricultural lending and other financial institution-related laws and regulations.
03/08/2022: Kansas City, KS
Cover phone calls and customer meetings as necessary and keep manager informed of all activities within department.
04/02/2022: Mcallen, TX
Actively participate in training programs to maintain and acquire additional job knowledge and skills.
03/05/2022: Wichita Falls, TX
Update collateral values, as needed, on commercial and residential real estate loans.
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Balance and maintain residential and commercial real estate construction loan file.
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Step 3: View the best colleges and universities for Loan Assistant.