Customer service very high priority, busyness & variety.
Administrative Assistant (Current Employee) – Appleton, WI – August 18, 2015
A typical day, I run reports for each Lender every morning. Answer customer calls and emails, do research or transfers or maintenance as requested by the customers. Process wires for the customers. Request loan documents (lots of data entry) and verify everything is correct when the documents come back to us. Pay invoices, order supplies, scan documents and financials into shared drive. Request required financials from customers via email or phone. Input maturing notes, annual reviews and ACH's into an excel spreadsheet. Do a quarterly review of several items to make sure we pass our internal audit. We have monthly meetings with our Lenders to see whats upcoming and give them any needed updates on policies and procedures. We also have about 7-9 online Compliance courses per quarter that need to be completed.
I like the variety of the job and the customers are great to work with.
I get along with all my co-workers, they are all very nice people.
Customer contact, variety, benefits, opportunity to buy a week of vacation.
Pay not adequate to job responsibilities. Too many compliance classes.