Address
Form of workBanking Assistant
Qualities of the successful candidate include:
- At least 2 years post-secondary education and prior bank lending knowledge is preferred.
- Must be a mature, responsible individual with a professional appearance, able to respond to requests from managers and other coworkers in a positive manner that produces the highest level of results for customer and the bank, be dependable and take pride in their work.
- Attention to detail is a must in this position
- Understanding loan documentation is required to assist customers with questions and/or concerns.
- Must enjoy helping customers and fellow employees.
- Must be trustworthy and maintain a high level of confidentiality.
- Must be able to multi-task and work under stress and pressure.
Responsibilities of this position include (but not limited to):
- Ensure that quality service be given to the Business/Retail Banker and their customers. When the Business/Retail Banker is unavailable to help a customer, a Banking Assistant does whatever is necessary to ensure this customer gets high quality service.
- Handle loan closings as necessary when loan officer is not available.
- First point of contact for on-going customer service needs and requests.
- Receives loan payments, checks loan activity from previous day and works accordingly.
- Scans loan files into Director, promissory notes, security agreements, loan documents, financial statements, etc. in support of loans being made by the Business/Retail Bankers, and ongoing routine administration documents.
- Prepares pre-funding worksheets, loan input sheets, loan documentation checklists and any other communications necessary to properly submit a loan package to Loan Operations.
- Verification of loan document accuracy and completeness.
- Reconcile assigned General Ledger accounts.
- Completes UCC/EFS filings: new, continuation, amendments, assignments or termination of filing. Also perfects liens on titled vehicles and real estate.
We offer a competitive benefits package that includes Medical, Dental and Vision; FSA or Dependent Care; Supplemental Accident, Hospital, or Critical Illness Plans; Employer paid Life Insurance, STD, and LTD; Additional Voluntary Life Insurance Options. Vacation, Sick and Volunteer leave; 401K and Profit Sharing.
Plains Commerce Bank is an Affirmative Action/Equal Opportunity Employer committed to providing equal employment opportunity without regard to an individual’s race, religion, color, gender, national origin, ancestry, age, sexual orientation, disability, or veteran status.
