Loan Operations Assistant

About The Role

Position acts as the first point of contact in the Commercial Loan department, performing reception and clerical duties, providing administrative support, and representing the bank professionally when interacting with customers. Position will have extensive contact with customers, vendors, the public, and bank staff, and will interact in a professional and courteous manner.

• Perform clerical duties and provide administrative support to the work unit.
• Greet and assist customers and visitors who enter the department, directing them to the appropriate officer, staff personnel, or department.
• Receive and route incoming department calls appropriately as needed.
• Review and route incoming mail in a timely manner to appropriate personnel in the department, file mail that has been processed and reviewed, and route information to other departments as needed.
• Process and scan insurance renewals and cancellations, loan documents, and other documents as needed. Enter and maintain collateral tracking in nCino and Jack Henry as applicable.
• Track and order force‑placed insurance when applicable.
• Process paid notes and maintain the paid note spreadsheet. File loan documents, loan files, and correspondence including letters, memoranda, and various forms and reports – which can be in both paper and electronic formats.
• Assist with the annual note audit.
• Maintain tracking for flooring lines and work with loan servicing on flooring line billing statements.

Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Maintain strict confidentiality of customer’s personal and financial information.

Develop and improve skills through training programs and regular feedback discussions with supervisors, which help further professional development. Participate in all training sessions and complete all assigned OnCourse training courses and achieve a passing score by the due date.

Adhere to First Security Bank’s core values; represent the bank in a professional manner which includes a professional image, confidentiality, positive “can‑do” attitude, good attendance, punctuality, flexibility, and adaptability in meeting internal and external customer needs.

Display excellent customer service with both internal and external clients. Embody First Security Bank’s “Welcome” tenets:

• Warm – Demonstrate warmth; be genuine and approachable.
• Engage – Engage with teammates and customers; be present in every interaction.
• Listen – Actively listen to employees and clients.
• Connect – Build relationships, connect with the community and teams.
• Opportunity – Seek out opportunities to serve others.
• Modify – Modify your approach to meet employees and clients where they are; style‑flex and adapt as appropriate.
• Experience – Create a true experience for the client by providing exceptional customer service on their financial journey.

Must be capable of regular, reliable, and timely attendance to accomplish essential job functions including in‑person contact with internal and external customers.

Position performs other duties as needed/assigned.

• A high school diploma or GED is required.
• Six months to one year of similar or related experience.
• Must possess a current, valid driver’s license.
• Must possess or be able to obtain notary.

• Working knowledge of standard office equipment. Basic computer skills with working knowledge or ability to learn various office software including word processing, spreadsheets, 10‑key, and general computer applications.
• Communicate Effectively: both verbally and in writing with others in a clear, thorough, and timely manner using appropriate and effective communication tools and techniques. Demonstrate soft phone skills by treating all internal and external customers in a polite and courteous manner.
• Customer Service:
  We are community‑inspired and pride ourselves on offering exceptional service to both our internal and external customers. We expect you, as an employee, to support our values and…