9 Credit Department Assistant Jobs in Houma, LA
SORT BY
O
S
M
T
T
T
T
O
Credit Department Assistant
$56k-72k (estimate)
Full Time | Banking
4 Months Ago
Synergy Bank is Hiring a Credit Department Assistant Near Houma, LA
LOCATION: 210 SYNERGY CENTER BLVD, HOUMA, LA 70360
SCHEDULE: 40 HOURS, MONDAY - FRIDAY, 8 AM - 5 PM
POSITION SUMMARY: The Credit Department Assistant provides clerical assistance to the Credit Department and performs various daily tasks associated with loans.
POSITION RESPONSIBILITIES: General Job Functions
- Prepare renewal package for loan officers on maturing loans.
- Professional correspondence with borrowers as required.
- Request and monitor financial documents.
- Scanning, Indexing, and filing of financials, tax returns, and appraisals.
- Monitor asset-based lines of credit, making advances and payments as needed.
- Request and monitor accounts receivable aging’s.
- Maintaining accounts receivable monthly log
- Monitor floor plans according to the applicable procedure
- Perform on and off-site accounts receivable audits as required.
- Back-up for appraisal functions of the department.
- Maintain a good understanding of all bank products and services to effectively cross sell.
- Answer phones to ensure all incoming calls are answered by the third ring
- Follow all bank, department, and security policies and procedures.
- Work with Loan Operations Director, CCO, Loan Review Officer, lenders, loan assistants and Compliance Officer as needed.
- Handle additional duties as assigned.
REQUIRED KNOWLEDGE, SKILLS, AND ABILITIES:
- Proficient with computers, especially in Excel and Word
- Understanding of personal and corporate financials and tax returns
- Ability to verbally correspond in a professional manner with borrowers and lenders.
- General knowledge of CSI system and screens
EDUCATION AND EXPERIENCE REQUIRED:
- High school diploma or equivalent.
- A degree in finance or accounting preferred not required.
PHYSICAL REQUIREMENTS: Must be able to:
- Must be able to work at a computer station in front of a monitor for up to 4 hours at a time without the opportunity for a break.
- Must be able to interact with the public utilizing various methods of communication.
- Employee may be required to squat and remain in that position for short periods of time while searching for and/or reaching for files and supplies at ground level. This could occur as few or as many times as necessary to accomplish the required task.
- Must be able to lift and carry approximately 10-15 pounds multiple times throughout the day.
- Travel to offsite audits as needed.
MENTAL REQUIREMENTS:
- Must have the attention span to stay alert and attentive during a normal 8-hour workday.
- Must be able to follow instructions and procedures exactly as trained or directed by his or her supervisor.
- Must be able to listen to, grasp, and respond positively to supervision and instructions by Management.
- Physical and cognitive ability to perform the essential duties and functions of his/her job.
- Ability to safeguard and maintain confidential information as directed by Federal law and Company policy.
EQUAL OPPORTUNITY EMPLOYER / VETERANS / DISABLED
Job Summary
JOB TYPE
Full Time
INDUSTRY
Banking
SALARY
$56k-72k (estimate)
POST DATE
02/15/2023
EXPIRATION DATE
07/07/2024
WEBSITE
banksynergy.com
HEADQUARTERS
HOUMA, LA
SIZE
50 - 100
FOUNDED
1999
TYPE
Private
REVENUE
$10M - $50M
INDUSTRY
Banking
Related Companies
Show more
Similar Jobs
Popular Articles
Top 10 Things to Avoid Putting on a Job Application
Read Article
How to Describe Your Education in a Resume
Read Article
How to Write a Memorable Cover Letter in 5 Ways
Read Article
4 Personal Finance Tips to Make During Job Transition
Read Article
4 Best Camera Setups for Interview
Read Article
Keeping a Job Search Journal: 9 Types of Journaling You Can Do
Read Article
