CLNLoan Administration Clerk

Loan Administration personnel provide loan officers and loan assistants the support staff needed to deliver excellent service to the end customer. In addition, loan administration staff services existing loans to ensure timely and accurate loan information.

• Prints, checks for accuracy and mails out all correspondence on loan files such as coupons and notices.
• Picks up and distributes interoffice and incoming mail during the day.
• Track, initial filings, perform lien searches, and maintain UCCs on the Secretary of State website.
• Process credit reference inquiries.
• Prepare the weekly rate sheet for officers and other employees.
• Programs loan information onto the core system for all loan types.
• Processes daily edits on coworkers previously booked loans to check for accuracy.
• Checks in all Texas Certificate of Titles and audits for accuracy. Assists with various title tracking reports.
• Processes paid off loans and sends out released titles and other lien instruments.
• Quoting loan payoffs, including mortgage loans;
  Post loan payments and service existing loans.
• Creates legal documentation for all non-real estate loan types.
• Answers customer phone calls.
• Other duties as assigned.

Quality of work: Accurate, neat, planned, and organized. Minimal follow up is required. Consistently meets commitments in a timely manner. Makes sound decisions and within scope of authority, assumes responsibility for actions.

Productivity: Industrious and efficient, multi-tasking. Maintains a high level of work output. Can be depended upon to complete assignments on schedule. Assumes full responsibility for completion of assigned duties. Prompt and regular in attendance. Seldom absent or tardy. Process and adapt when new ideas or technology causes change.

Customer satisfaction: Continually displays a courteous and helpful level of enthusiasm, and service knowledge with customers and fellow employees. Identifies and solves problems within a reasonable time frame with minimal assistance. Not afraid to ask for help.

Working relationships: Establishes and maintains positive relationships and credibility with other team members inside and outside of the Bank that encourages and enables future work and cooperation with those people. Provides a good example for peers and subordinates to follow. Notifies his or her supervisor of all significant or material matters that comes to his or her attention concerning the quality of work assigned, business opportunities for CBTx, or unusual risks.

Compliance: Extremely familiar with bank policies and procedures. Completes all compliance training as scheduled. Mindful of regulatory compliance in all situations and activities performed.

CBTx supports an equal employment opportunity workplace which includes reasonable accommodation of otherwise qualified applicants and employees. Please discuss any questions or requests about this policy or your job duties with your supervisor.

Minimum Qualification: High School Diploma or Equivalent

Knowledge: 6 Months to 1 Year Experience in Financial Institution Preferred

Skills: Good Interpersonal, Mathematical and Clerical Skills

Some Working Knowledge of Microsoft Excel and Word