Loan Admin Assistant

Since its inception in 1973, the shareholders and management of NBT have maintained the same long-term vision for the bank. We are a locally owned, independent community bank that intends on providing prompt, courteous service to our customers, and looks to establish long-term relationships with those we serve.

NBT is a community bank, which means we believe in serving and supporting the markets where we are located. NBT strongly encourages all employees to take an active role in the communities they serve.

There will be multiple opportunities throughout the year where NBT will ask for employee volunteers to help at events the bank has sponsored. These are great opportunities for NBT employees to serve our communities, while also spreading NBT’s brand. NBT also has a Community Involvement Program, where employees can earn additional PTO by volunteering at qualified events.

Classification: Non-Exempt

Reports to: Branch President/Regional President

Branch

Location:

Grapevine

Summary/Objective:

This position performs various types of loan administrative duties for loan officers. This position is responsible for the delivery of high-quality customer service to the customer as needed. This position works directly with all officers of the bank in various capacities, including problem solving.

Primary Responsibilities:

• Increased level of complex loan preparation

Essential Functions

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Performs all administrative duties including answering phone calls, sending emails to clients, performing research and accomplishing various customer service-related duties.
• Full knowledge of consumer, commercial and real estate loans that we offer as well as taking a personal initiative to stay updated on any changes. Basic knowledge of all lending regulations applicable to the job function and of all bank policies and procedures, with a willingness to participate in educational opportunities.
• Responsible for assisting customers needing loan information and completing various types of loan applications. Must obtain appropriate information to prepare consumer, commercial and real estate loan documents for funding and assist the customer in signing the loan closing documents.
• Responsible for communicating effectively with Title Companies, Insurance Companies, Car Dealerships, Attorneys and Environmental Consulting Firms. Also, assist the Loan Officers in preparing appraisal requests and environmental report requests.
• Performs other related duties as assigned by management.
• Full knowledge and understanding of loan files, title work, appraisals, surveys, insurance and closing documents.
  
  Knowledge of construction budgets balancing and processing a plus.
• Basic knowledge of all banking regulations, applicable to the job function, and of all bank policies and procedures, with a willingness to participate in educational opportunities.
• Performs other related duties as assigned by management.

This position operates in a professional environment in the branch bank lobby. This position routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Position

Qualifications:

• Must have prior knowledge of loan documentation.
• Must have the ability to ensure that appropriate efficiency, accuracy, and customer service is provided to customers to ensure that the bank’s goal of “Exceeding Expectations” is met.
• Must have the ability to demonstrate accuracy and efficiency in a fast-paced environment.
• Must have the ability to maintain a high level of confidentiality.
• Must have the ability to speak, read and write proficiently in English to communicate and interact with customers and bank staff.
• Must…