Lending Assistant/Front Desk Receptionist

General Summary

Responsible for supporting the Loan Officers as needed in connection with consumer, commercial, Oil & gas and real estate loan activity. Maintain financial and compliant loan documentation for loan officers. Verify all credit files are up to date according to bank requirements. Assist in maintaining exceptions to loan policy. Maintain receptionist responsibilities.

Principal Duties and Responsibilities

• Prepare and send Thank You Cards to all new customers weekly.
• Prepare all Birthday and Anniversary cards for all employees.
• Coordinate meetings and customers relations for the 12th Floor conference and meeting rooms.
• Greet customers as front Desk Receptionist for 12th Floor.
• Process all mail for Lending Department.
• Process paid out loans.
• Maintain regular and punctual attendance.
• Work cooperatively with others.
• Work overtime as needed.
• Performs other duties as required or assigned which are reasonably within the scope of the duties in this job classification.
• Responsible for staying up to date on and complying with all applicable banking laws and regulations as well as CNB policies and procedures.
• Maintain files by obtaining financial statements, accounts receivable listings, proof of insurance coverage, tax statements & other required items in credit & collateral files to keep them current and up-to date.
• Process withdrawals and denials.
• Assist customers by answering their questions and contact the proper department required to assist them with all banking needs.
• Assist in processing release of liens for real estate, consumer, commercial or oil & gas loans when needed.
• Prepare outgoing wire documents and cashier’s checks as needed by customers.

Working Conditions

• Indoor, in an office environment, with a typical 40-hour workweek
• Considerable effort and eyestrain from continuous computer use.

Skills and Abilities Required

• Ability to prioritize and manage multiple responsibilities within strict timelines.
• General knowledge of banking and the loan process.
• Ability to move large sums of money with accuracy and confidence.
• Excellent communication skills to assist customers in a profession and confidential manner.
• Above average computer skills (Word, Excel, Power Point, Outlook)
• Strong attention to detail and conscientious proactive approach to delivering high quality results in a fast-paced environment.
• Willingness to learn and adapt to varied and added responsibilities.
• In depth knowledge of banking software

Certifications/Education and Experience:

• Basic knowledge of oil and gas language
• Familiarity with legal documentation
• Knowledge of loan policy and compliance requirements

Physical Requirements

• Occasionally move office equipment, and files weighing 10+ pounds.
• Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• Ability to use auditory senses for answering telephone and hearing alarms.
• Must be able to remain in a stationary position for long periods of time to process work.