Loan Administrative Assistant II

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Southern Bancorp is a Community Development Financial Institution (CDFI) dedicated to serving underserved communities. We combine traditional banking with financial development tools and public policy advocacy to help families and communities grow stronger, focusing on low‑wealth and underbanked populations and emphasizing Black and Brown individuals.

Provides administrative support to the loan officer, processing applications, preparing loan documents and general ledger tickets, and assisting with loan closings. Also prepares credit memos and supports the loan officer with past dues and exceptions.

• Prepare and customize various documents/forms/letters associated with loans (turndown letters, financial statements, release letters and liens on loans, amendments on real estate loans, transfer of title forms, Letters of Credit, etc.), ensuring policy and compliance requirements are met.
• Evaluate and proof all setup sheets for accuracy prior to submission to Loan Processing.
• Schedule customer appointments and conduct loan closings; prepare loan disbursement checks.
• Provide excellent customer service, answer inquiries, greet customers, and notarize documents.
• Answer incoming phone calls to the department as needed.
• Provide walk‑in loan customers with appropriate applications.
• Review applications for completeness and accuracy.
• Pull credit reports on all applications and renewals.
• Create and balance all loan tickets from the setup sheet data.
• Proofread new/renewed loan documentation and perform file maintenance.
• Review loan exception reports and loan‑to‑value reports; provide documentation to clear exceptions and correspond with customers.
• Assist with past‑due and maturing loan lists; send letters and prepare renewal documents.
• Order appraisals, title work, etc., to complete loan documentation.
• Coordinate with title companies and the mortgage operations division to schedule closings.
• Prepare loan advances on draw loans and follow up on past‑due loans if required.
• Participate in team efforts to cross‑sell other bank services and products.
• Maintain cooperation and rapport with all officers and employees.
• Perform other related duties as required.

• High school education or equivalent.
• Minimum of three years of experience in banking or lending.
• Must have or receive NMLS clearance.

• Knowledgeable about different loan types and documents, including commercial and agricultural loans.
• Ability to prioritize workload to meet deadlines and work independently.
• Great attention to detail, recall ability, and strong organizational skills.
• Strong customer relations skills and effective communication.
• Ability to anticipate problems and use sound judgment and resourcefulness to resolve issues.
• Proficiency with MS Office and strong computer skills.

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

A positive impact on your future:

• 401(k)/Roth plan with immediate eligibility and employer match up to 6%
• Employee stock ownership plan
• Discounted rate on primary home mortgage
• Credit and housing counseling, plus free financial education tools for customers and employees

Health benefits:

• No deductible medical insurance plan
• Dental and vision insurance
• Employer paid life and long‑term disability insurance
• Flexible Spending Accounts

Well‑being opportunities:

• Paid holidays and paid time off
• Bonus plan
• Opportunity for merit raises
• Employee reward and recognition programs
• Community service opportunities

Southern Bancorp is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, age, sexual orientation, gender identity, gender expression, status as a protected veteran, or status as a qualified individual with disability. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

As a Community Development Financial Institution, Southern Bancorp desires its workforce to reflect the diversity of the customers and communities we serve. We strongly encourage applications from people with underrepresented identities, including Racial and ethnic minorities, people from working‑class backgrounds, women, and LGBTQ individuals.

Mid‑Senior level

Full‑time

Administrative

Banking