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Responsible for assisting the loan officers with administrative lending and clerical duties.

ESSENTIAL FUNCTIONS:

1. Serve as primary receptionist for Loan Officers and assist with consumer loans.
2. Oversee loan reception area.
3. Greet and direct visitors applying for a loan.
4. Organize loans for customer signature and loan processing; preparing loans for booking; typing credit memos, letters and correspondence.
5. Cross-selling bank products.
6. Answer and direct incoming calls or relay messages, as circumstances dictate.
7. Complete clerical tasks such as filing, photocopying, faxing, and scanning.
8. Perform other related duties as required and assigned.

EXPERIENCE REQUIRED:

Financial organizational skills and financial information understanding.

EDUCATION, CERTIFICATIONS & TRAINING:

High school diploma or GED required.

JOB-SPECIFIC SKILLS & KNOWLEDGE:

• Excellent time management.
• Ability to maintain confidentiality.
• Strong verbal and written communication skills.
• Ability to work with the public and greet customers in a friendly and courteous manner.
• Ability to manage detailed tasks/projects with accuracy while meeting stringent deadlines.
• Self-motivated; organized; and able to prioritize tasks.
• Must possess strong knowledge of PC programs: MS Windows, Excel, PowerPoint, and Word

EEO/AA