Summary:
The Administrative Assistant is the contact for all questions and/or information, loan history or document retrieval related to properties in SAD acquired via acquisition of FNBJC for Attorneys, SAD department questions
Principal Duties and Responsibilities:
1. Administrative Assistant to the Workout Officer
a. General clerical assistance, copying, filing and file maintenance, scanning of all documents pertaining to loans
b. Process loan payments, advances, and wire transfers for loan customers
c. Print past due reports for weekly meeting and distribute
2. Customer Service
a. Handling customers when Loan Officers are out or away from their desks
3. Loan Renewals and Modifications
a. Prepare B2B Applications, Commercial Proposals, Loan Revision forms and submit to proper department
b. Process approved renewals and applications by ordering necessary documents
4. Insurance Tracking
a. Monitor and cure exceptions for insurance on all properties
b. Submit insurance requests when force placement is needed or verify insurance coverage when transferring to OREO, cancel or send notice of cancellation upon sale of OREO.
5. Exceptions Tracking
a. Monitor and prepare letters for exceptions on financial statements, tax returns, and other items needed for files
b. Update exception tracking for new financials and insurance as received
6. OREO Transfer
a. Complete and submit OREO Transfer forms along with supporting documentation to Wendy for initiating transfer to OREO
7. Suntell OREO file Maintenance
a. Responsible for creating OREO and Legal folders in Suntell and organizing all OREO or Other Assets transfer documentation for Wichita and Overland Park in Suntell
8. Foreclosure Spreadsheets
a. Responsible for maintenance of Foreclosure Listing spreadsheet in SAD folder
9. OREO Property Assistance
a. Scan inspection memos and pictures
b. Process rent monies received, manage utilities
10. File Maintenance
a. Scan and file documents for loan files
b. Responsible for checking paid loans report daily, pulling files when closed, checking for final documentation and placing in storage.
11. Serve as a backup for completing Shared-Loss Certificates and related reports
Requirements
Thorough working knowledge of: file maintenance, English grammar, appropriate standards regarding letters, memorandum, composition, and proper telephone etiquette
Good PC and software application skills; ability to operate a 10 key by touch
Good math skills and ability to understand/calculate percentages and fractions
General knowledge of basic accounting principles in order to monitor budget expenditures for supplies and maintenance of departmental expenses for account payable and internal audits
Good interpersonal, verbal, and written communication skills
Ability to handle multiple tasks in a competent and professional manner
Completion of Associate’s Degree in Office Administration or Secretarial Science and 1 year general office experience or 3-4 years equivalence work experience is desired
Requires finger dexterity and eye-hand coordination to operate computer keyboard at moderate skill level. Work may require occasional pushing, pulling, or carrying 20-pound objects such as files, documents, and computer print-outs. Work involves sitting most of the time, but may involve standing and walking for brief periods of time.
Salary commensurate with experience.
Monster - 11 months ago
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