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Loan Operations Assistant

SYNERGY BANK
Posted 8 days ago, valid for a day
Location

New Roads, LA 70760, US

Salary

$15 - $20 per hour

Contract type

Full Time

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Sonic Summary

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  • The Loan Operations Assistant position is located in New Roads, LA, and offers a full-time schedule of 40 hours per week, Monday through Friday from 8 AM to 5 PM.
  • The salary range for this role is between $15.00 and $20.00 per hour, depending on experience.
  • Candidates must possess a high school diploma or equivalent and have at least 3 years of experience in Loan Operations or a similar department at a financial institution.
  • Key responsibilities include providing customer service, handling loan processes, and assisting lenders while maintaining high ethical standards.
  • Proficiency in Microsoft Word and a basic understanding of Excel are required, along with strong attention to detail and the ability to multi-task in a fast-paced environment.

Job DetailsJob Location: New Roads - New Roads, LA 70760Position Type: Full TimeEducation Level: High SchoolSalary Range: $15.00 - $20.00 HourlyTravel Percentage: NoneJob Shift: DayJob Category: BankingDEPARTMENT: Loan Review Compliance SUPERVISOR: Loan Operations Supervisor SCHEDULE: 40 Hours (Monday - Friday, 8 AM - 5 PM)     POSITION SUMMARY: The Loan Operations Assistant provides both employees and customers with loan information and performs assigned daily duties.     POSITION RESPONSIBILITIES: General Job Functions • Provides the Synergy Bank standard of excellence in customer service. • Maintains honesty and the highest level of ethical standards. • Handles assigned daily duties in the department which could include the following: new loan uploads, renewals/extensions, credit references, participation processing, process payouts, image documents to credit file, non-post processing, CIP, early disclosures, escrow, insurance, property taxes, loan review, denials, exceptions, credit life insurance, credit bureau reporting and disputes, collateral, G/L balancing, daily work review, etc. • Answers phone calls as necessary and assists customers according to the Bank’s telephone customer service standards. • Checks back new loans, maintenance, and balance accounts. • Explains, promotes, and sells bank products and services that enhance the customer’s banking experience. • Performs administrative duties such as labeling, copying, scanning, and filing various loan documents. • Responsible for quoting payoffs on existing loans. • Assists Lenders and Loan Assistants as needed, or as directed by Management. QualificationsEDUCATION AND EXPERIENCE REQUIRED: • High school diploma or equivalent.     EDUCATION AND EXPERIENCE PREFERRED: • Knowledge of NuPoint and loan documents. • Previous use of 10 key calculator. • 3 + years of experience in Loan Operations or similar department at a financial institution REQUIRED QUALIFICATIONS: • Proficient in Microsoft Word and a basic understanding of Microsoft Excel. • Ability to pay close attention to detail. • Ability to comprehend and analyze information to draw a conclusion. • Ability to maintain composure, suppress extreme emotions, control anger, and avoid aggressive behavior even in trying situations. • Ability to establish and maintain interpersonal relationships to relate with co-workers, customers, and peers. • Ability to multi-task in a fast-paced work environment. • Must have advanced knowledge of bank products and services to cross-sell both effectively and consistently. • Ability to organize and prioritize daily tasks. • Ability to present a business professional appearance. • Must have reliable transportation to commute to and from work.     COMMUNICATION: Must be able to provide information to supervisors, co-workers, and customers both verbally and in written format.     PHYSICAL REQUIREMENTS: • 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. • Employees 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.     MENTAL REQUIREMENTS: • Must have the attention span to stay alert and attentive during a normal 8-hour workday. • The Loan Operations Assistant must be able to make sound, quick decisions based on the facts of a situation and remain calm and in control in a possible ever-changing environment or an emergency. • 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.




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