First Bank & Trust Co. ยท 1 month ago
Loan Administration Assistant II
Duncan, OK, USA
Full-time
Onsite
New Grad, Entry LevelFirst Bank & Trust Co. is a financial institution seeking a Loan Administration Assistant II. This role involves processing loans, preparing lien releases, and assisting with various loan administration tasks, including managing credit bureau disputes and preparing reports.
Financial Services
Responsibilities
Preparation of Loan Committee and Executive Committee packets and preparing minutes of Loan Committee
Review the Scanning and D-Audit folders daily from previous day to verify accuracy
Research and process weekly credit bureau disputes
Research and prepare credit bureau corrections
Transmit monthly Credit Bureau Reporting
Research, review and prepare monthly report of credit bureau invoices
Manage the construction process, including inspections and loan advances
Prepare entries on Charge-offs and Non-accruals
Daily reviewing of loans booked previous day on Xperience
Review daily reports
Research bank checking accounts for unclaimed property submission
Assist and back up balancing specific loan related general ledger accounts and review loan balancing reports on a daily basis. Preparing loan related entries---General ledger, etc. and balancing specific DDA accounts and miscellaneous reports on a daily and monthly basis (VSI, Banking Center Official Checks, Gap, Duncan A&R, Flood account, Doc Fees, Misc DDA reconcilements, SBA Reports and Etc.)
Assist and back up processing paid-out loans and preparing lien release of collateral and other related paperwork and process payment books
Assist and back up the managing of Credit Life Insurance policies; forward policies to company; prepare weekly and monthly reconcilements reports and etc. Direct all death and disability claim processing
Assist and back up D-Audit functions
Research information as requested
Must be able to meet attendance and punctuality standards
Effectively work and cooperate with supervisors, co-workers and customers
Follow directions from supervisor
Other duties as assigned
Perform other duties and projects as required by management
Qualification
Required
High School Education
Previous banking experience in areas of lending or equivalent of education and knowledge
Strong verbal and written communication skills
Strong interpersonal skills: able to work well with a wide range of people
Strong organizational and time management skills
Demonstrate dependability through good attendance and adherence to timelines and schedules
Strong follow through on projects and deliverables
Strong analytical and problem-solving skills
Demonstrate resourcefulness and ability to take initiative in development and completion of projects
Strong sense of customer service
Strong proficiency in pc applications
Proficient computer skills including Windows Applications, MS Word, MS Excel, 10 key, and typing
Must be able to meet attendance and punctuality standards
Effectively work and cooperate with supervisors, co-workers and customers
Follow directions from supervisor
Preferred
Clerical, administrative and customer service skills
Company
First Bank & Trust Co.
The Mission of First Bank & Trust Co. is to: -Exceed expectations through Service Excellence.
Founded in 1988
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Robert Petersen
Chief Executive Officer / President
Melanie Martin
Executive Vice President & Chief Financial Officer
Company data provided by crunchbase