Loan Administration Assistant

The Loan Administration Assistant is responsible for providing critical administrative support to Loan Administration, Commercial Lending, Mortgage Loan Processors and Retail Lenders. This fast-paced role requires a high level of integrity and discretion in handling confidential information while proactively solving issues that affect internal and external customers.

Essential Job Functions include, but are not limited to:

• Conveys maintenance requests to the Loan Operations Department, including force-placed insurance.
• Tracks required insurance on commercial loans.
• Distributes and works tickler reports on Credit Risk Management system (Sageworks).
• Updates ticklers on credit risk management system (Sageworks).
• Processes Flood Determination orders for approved loans.
• Completes manual monthly tasks for customers as requested or scheduled.
• Prepares/mails financial request letters and processes financial documents upon receipt.
• Monitors the Commercial Funding GL account. and Exchange GL account.
• Processes Letter of Credit Interest Payments/Wires Monthly.
• Manages and assigned emails in the department email inbox.
• Maintains approved appraiser documentation and list.
• Processes paid commercial loans.
• Saves, scans, and indexes documents to document management system (Web Director).
• Keeps the commercial loan vault organized / maintains retention records for department.
• Orders office supplies.
• Mails notices/statements for commercial loans, as needed.
• Prepares and monitors various reports.
• Answers department calls, assisting customers and/or directing to the appropriate department/individual(s).
• Maintains courteous and effective communication with internal and external customers.
• Maintains confidentiality, ensuring client privacy.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. In accordance with the Americans with Disabilities Act, Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Skills and Abilities Required to Perform Essential Job Functions:

• Proficient in Microsoft Word and Excel
• Strong internal and external customer service focus.
• Excellent interpersonal, written, and verbal communication skills.
• Advanced organizational and time management skills.
• Must be self-reliant and self-directed enough to take independent action and make recommendations to loan officers and management.

Education, Experience and Qualifications:

• High School Diploma or equivalent required.
• 1-3 years of administrative experience required.
• Previous banking experience preferred.
• Commercial Loan Experience preferred.
• Finastra LaserPro or documentation system experience is a plus.

Physical Requirements of Essential Job Functions:

The associate is frequently required to sit and/or stand, communicate, reach, and manipulate objects, tools or controls that are typical of an office/bank environment. Lifting items weighting up to 10 pounds on a consistent basis. Manual dexterity and coordination are required over 80% of the work period while operating equipment such as computers, phones, calculators, etc.

Working Conditions:

• Typical office environment.
• Extended viewing of computer screens.
• Periodic travel between locations.

Typical office working conditions. Indoor and environmentally controlled. The noise level is typical of most office environments. 

The above statements are intended to describe the general nature and level of work performed by associates assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of the associate classified as such. Duties and responsibilities may be added or changed as deemed appropriate by management at any time therefore, they could differ from those outlined above.

United Fidelity Bank is proud to be an Equal Opportunity/Affirmative Action employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

Please note: UFB does not accept resumes from independent recruiters or external staffing agencies for any of our openings unless we have an agreement in place, signed by the VP of Human Resources.