Senior Lending Assistant Private Client
Jackson, MS, US
6d ago

At BankPlus, we strive to add value for our employees, customers and shareholders. We are a high-performing TEAM committed to fulfilling promises, building lasting relationships and making dreams come true.

All current BankPlus employees must be in their position for a minimum of 12 months and have a performance rating of Outstanding or High-

Performing to be eligible to post for a position.

The Senior Lending Assistant-Private Client assists Officers with all financial needs of high profile customers.

Duties and Responsibilities : Sells and cross sells Bank products to new and established customers by assessing the customer’s needs and being knowledgeable of the features and benefits of the products.

Prepares loans within limited lending authority for Loan Officer review. Performs duties for department’s staff in an accurate and efficient manner such as : prepares loan package documentation and correspondence, schedules appointments, maintains loan files, and coordinates activities between loan officers and loan customers.

Prepares loan advances, renewals, extensions and amendments and assists Loan Officers with loan closings and funding; quotes loan payoffs and initiates loan payoff letters as instructed.

Reviews and resolves credit and collateral exceptions. Files Deeds of Trusts, titles, and UCC’s in an accurate and efficient manner.

Assists Loan Officer in compiling information for credit analysis, orders credit bureau. Obtains required information from prospective customers and / or existing customers for collateral and credit files.

Resolves unposted loan items on a daily basis. Works closely with the Mortgage Center for simultaneous loan closings. Greets and services all customers in a courteous and professional manner.

Ensures the loan documentation is processed accurately and filed in a timely manner. Performs all lending assistant functions in compliance with applicable Bank regulations and policy and procedure.

Mentors and coaches other Lending Assistants. Assists Loan Officers in community and civic projects. Participates in the bank’s High-

  • Performance Rewards Connections program. Maintains a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including, but not limited to : Bank Secrecy Act;
  • Privacy Act : Fair Lending Act; Regulation E, etc. up to date knowledge of competitors’ products and pricing. Completes required compliance training and adheres to the Bank’s standard of conduct.

    Performs other duties as assigned.

    Position Requirements : Bachelor’s degree preferred 7 or more years of lending assistant / loan closing experience Previous BankPlus product, services, and systems experience preferred Thorough knowledge of consumer loan software Maintain or obtain NMLS License General computer and typing experience : Microsoft Office Suite, to include Excel, Work, and Outlook Ability and willingness to work in a team environment Strong interpersonal skills Proactive in assisting Officer’s within the department Driving, and occasional travel, as needed for business purpose Excellent verbal and written communication skills Work outside of regular business hours, as deemed necessary Ability to handle multiple tasks

    BankPlus is an Equal Opportunity Employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.

    We maintain a drug-free workplace and perform pre-employment substance abuse testing.

  • Jackson, MS, USA
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