Part Time Receptionist/Loan Assistant jobs in United States
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Chesapeake Bank · 20 hours ago

Part Time Receptionist/Loan Assistant

Chesapeake Bank is a community-focused financial institution seeking a Part-Time Receptionist/Loan Assistant. This dual-role position involves greeting visitors, managing calls, and providing administrative support to the lending team, ensuring a positive customer experience while maintaining organized loan documentation.

BankingCommunitiesFinancial ServicesInsurance

Responsibilities

Performs regular support duties including telephone support, screening visitors and calls, and scheduling meetings and appointments
Good understanding of financial institution products and services
Requests and obtains financial statements on existing borrowers
Uses office computers for data input and other activities
Assists lenders with calls on past-due loans
Updates collateral values, as needed on delinquent loans. Including preparing Watch List and Problem Loan Reports
Follows all applicable laws and regulations
Assists lenders with commercial and consumer loan products
Provides technical advice and assistance to loan officers as needed
Participates in local business and community activities
Understand your role as defined by the three lines of defense to maintain a compliance culture that includes risk management processes
Clearing Loan Exceptions
Collect Insurance information on new and existing loans
Orders office supplies
Scan documents and organize files
Other duties as assigned

Qualification

Lending experienceCustomer-service skillsOrganizational skillsMicrosoft OfficeCommunication skillsMultitaskingAttention to detailDecision making

Required

High school diploma or equivalent
A minimum of one year of Receptionist/Assistant experience
Able to multitask and prioritize in a limited amount of time
Ability to organize and prioritize to meet deadlines
Excellent organization and communication skills with high attention to detail
Excellent communication skills (both verbal and written) with sound judgment and decision making abilities
Strong customer-service skills
Working knowledge of Microsoft office applications
Ability to read and comprehend training materials, financial institution communications and related loan manuals

Preferred

Lending experience preferred

Company

Chesapeake Bank

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Chesapeake Bank is a community bank operating across Virginia.

Funding

Current Stage
Growth Stage

Leadership Team

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Jeffrey Szyperski
CEO
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Becky Foster
SVP, COO, CFO & Corporate Secretary
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Company data provided by crunchbase