Synergy Bank · 16 hours ago
Loan Operations Assistant
Houma, LA
Full-time
Onsite
Mid Level
$15/hr - $20/hr
3+ years expSYNERGY BANK is seeking a Loan Operations Assistant to provide loan information and perform daily duties. The role includes maintaining high customer service standards, handling loan processing tasks, and assisting customers with inquiries.
BankingFinanceFinancial Services
Responsibilities
Provides the Synergy Bank standard of excellence in customer service
Maintains honesty and the highest level of ethical standards
Handles assigned daily duties in the department which could include the following: new loan uploads, renewals/extensions, credit references, participation processing, process payouts, image documents to credit file, non-post processing, CIP, early disclosures, escrow, insurance, property taxes, loan review, denials, exceptions, credit life insurance, credit bureau reporting and disputes, collateral, G/L balancing, daily work review, etc
Answers phone calls as necessary and assists customers according to the Bank’s telephone customer service standards
Checks back new loans, maintenance, and balance accounts
Explains, promotes, and sells bank products and services that enhance the customer’s banking experience
Performs administrative duties such as labeling, copying, scanning, and filing various loan documents
Responsible for quoting payoffs on existing loans
Assists Lenders and Loan Assistants as needed, or as directed by Management
Qualification
Required
High school diploma or equivalent
Proficient in Microsoft Word and a basic understanding of Microsoft Excel
Ability to pay close attention to detail
Ability to comprehend and analyze information to draw a conclusion
Ability to maintain composure, suppress extreme emotions, control anger, and avoid aggressive behavior even in trying situations
Ability to establish and maintain interpersonal relationships to relate with co-workers, customers, and peers
Ability to multi-task in a fast-paced work environment
Must have advanced knowledge of bank products and services to cross-sell both effectively and consistently
Ability to organize and prioritize daily tasks
Ability to present a business professional appearance
Must have reliable transportation to commute to and from work
Must be able to work at a computer station in front of a monitor for up to 4 hours at a time without the opportunity for a break
Must be able to interact with the public utilizing various methods of communication
Employees may be required to squat and remain in that position for short periods of time while searching for and/or reaching for files and supplies at ground level. This could occur as few or as many times as necessary to accomplish the required task
Must be able to lift and carry approximately 10-15 pounds multiple times throughout the day
Must have the attention span to stay alert and attentive during a normal 8-hour workday
The Loan Operations Assistant must be able to make sound, quick decisions based on the facts of a situation and remain calm and in control in a possible ever-changing environment or an emergency
Must be able to follow instructions and procedures exactly as trained or directed by his or her supervisor
Must be able to listen to, grasp, and respond positively to supervision and instructions by Management
Physical and cognitive ability to perform the essential duties and functions of his/her job
Preferred
Knowledge of NuPoint and loan documents
Previous use of 10 key calculator
3 + years of experience in Loan Operations or similar department at a financial institution
Company
Synergy Bank
Synergy Bank is a community bank that specializes in digital, accounting, and business banking services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$14.82M2023-08-28Undisclosed· $14.4M
2010-06-15Seed· $0.42M
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