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First State Bank of Forrest

Loan Assistant

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Job Description

  • Pay varies based off experience.
Key aspects of the job:
o Excellent customer service skills o Effective use of technology and computer software o Ability to work well with others or in a team setting o Ability to retain confidential information and professionalism o Efficient in counting money and balancing loan accounts o Attention to detail with paperwork and documentation required Other aspects of employment o Complying with policies and rules set forth from management o Ability to adapt to change and continued learning o Able to maintain an upbeat and positive attitude o Put forth quality work and effort o Able to maintain a clean and organized workspace/environment Daily tasks: not limited to or all-inclusive and subject to change : o Correctly fill out transaction slips such as: general ledger debit/credit, loan debit/credit, savings debit/credit, DDA debit/credit, etc. o Prepare loan paperwork/ documents for new loans, build loans into our core system, and scan loan documents o Open, maintaining, changing, and closing loan accounts o Assist with customer calls o Maintain insurance for various loans
  • Paying escrow insurance
  • Updating dates in CSI
  • Scanning proof of insurance
  • Calling on cancellations o Log and review HMDA o Go through late notices and mail them to customers o Prepare releases for paid real estate loans and send to the county for recording o Release titles for paid simple loans and send to customers o File important documents: insurance, modifications, memos, etc.
o Pay escrow taxes twice a year o Process escrow analysis once a year o Order required documentation for loan origination: appraisals, floods, title commitments, etc. o Prepare and send denial documentation o Maintain and review reports, reoccurring schedules, and exceptions o Process incoming and outgoing wires (Domestic wires and International wires)
Job Type:
Full-time Pay:
$40,000.00 - $50,000.00 per year
Benefits:
401(k) Dental insurance Health insurance Life insurance Paid time off Vision insurance
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance