Lending Assistant Wallis Bank

• 2.5 Tempe, AZ Job Details Full-time $40,000
• $50,000 a year 19 hours ago Benefits Health savings account Health insurance Dental insurance 401(k) Flexible spending account Paid time off Employee assistance program Vision insurance 401(k) matching Life insurance Referral program Qualifications Closing coordination Customer service Basic math Mail distribution Mail processing Productivity software Faxing Associate's degree

Full Job Description Job:

Lending Assistant At Wallis Bank we are a full-service community bank with the ability to serve the needs of all our customers, from the smallest rural customers to the largest international customers. We are looking for a well qualified Lending Assistant to join our team. What we

Offer:

Competitive Pay and Benefits Packs Health, Dental, Life Insurance 401k PTO Qualifications

• Lending Assistant Associate's Degree or higher At least 6month
• 1 year of relevant lending experience Computer skills required: High level proficiency in Microsoft Office Suite. Knowledge of lending operations and closing procedures. Ability to calculate figures and amounts to apply math concepts. Willingness to learn new tasks and approaches for accomplishing assignments Responsibilities
• Lending Assistant Process documents received for each file, verifying the accuracy and completeness of each document.

Prepare draw requests on lines of credit, commercial loans and on real estate construction loan files. Prepare loan cancellations/denials and adverse action letters. Prepare and maintains files, databases, records, and the "applications in process/pipeline reports" for the loan officer. Order business entity searches in gathering any documents needed for loan processing. Tracks documents including hazard insurance, flood insurance, vehicle titles, UCC filings, and financial statements. Assist customers on the closing of loans. Assist in coordinating loans with escrow companies, customers and other lenders. Remain current on government regulations related to lending and internal policies. Act as secondary contact in order to enhance customer relationship. Assist customers with general loan related questions. Assist in the resolution of daily NSF issues. Assist on loan portfolios for collateral and financial exceptions. Sort and distribute incoming mail and deliveries as well as prepare outgoing mail and correspondence, including e-mail and faxes. Effectively communicate with title companies and customers by phone and in person to coordinate a loan closing. Assist loan officer with expense reports. Attain clear to close and insurance clearance from loan operations. Prepares Consumer Identification Program form (CIP) and beneficial ownership (BOF). Completes annual required compliance training. Must be willing to participate in at least one CRA related event. Performs other duties as assigned by management.

Job Type:

Full-time Pay:

$40,000.00

• $50,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Referral program Vision insurance

Experience:

Customer service: 1 year (Required)

Work Location:

In person