Summary/Objective
The Lending Operations Assistant provides administrative and operational support to the Lending team and the Loan Operations department. This role delivers customer support for operational loan functions and offers internal assistance by serving as a liaison between FrontLine Lending Staff and the Operations Team. The position is expected to provide highquality service, maintain accuracy, and represent the bank with professionalism at all times.
Primary Duties
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Serve as a liaison between Lending, Commercial Loan Assistants, Loan Officers, and Loan Operations staff, ensuring clear communication, smooth workflow, and strong relationships across teams and with customers.
- Receive and process loan payments, payoff requests, and customer inquiries, providing accurate information on loan histories, rates, and account status while complying with disclosure requirements.
- Coordinate loan closings and fundings by initiating funding actions, scanning executed documents to the booking team, preparing tickets, and communicating status updates to Loan Operations.
- Perform loan account maintenance, including address changes, collateral updates, coding enhancements, and general account corrections.
- Support floor plan operations by processing transactions, scanning documentation to the booking team, filing titles, and assisting customers as needed.
- Conduct account and history research for internal and external requests, assisting bank employees and customers with accurate information.
- Provide backup support for loan applications and inquiry tasks, including pulling credit and OFAC, ordering flood certifications, title work, and appraisals.
- Manage interoffice mail related to Loan Operations, ensuring timely routing of documents and information.
- Support the bank’s relationshipbanking culture through quality service, proactive communication, and strong product knowledge.
- Assist with exception clearing after PostClosing Review, including monitoring exceptions, gathering required documentation, contacting customers and third parties, and collaborating with lenders to resolve outstanding items.
- Assist in automating and managing the exceptiongathering process, including preparing notices, sending communications, tracking received items, and indexing documents accurately.
- Complete special projects and assignments by setting objectives, prioritizing tasks, coordinating with others, and adjusting plans to achieve desired results.
Duties to be assigned:
- Perform general clerical support, including data entry, filing, sorting, and scanning of documents.
- Assist with answering and directing incoming calls in a professional manner.
- Provide support on special projects and tasks as assigned.
Essential Functions
- Because this is a frontline customer service position, consistent attendance within policy guidelines is essential; any medical or preapproved exceptions must be documented in the employee’s personnel file.
- Employees must be able to clearly communicate and exchange accurate information with customers, coworkers, and others in person, by phone, and through email.
- The role requires regular use of a computer and standard office equipment to input, retrieve, review, and process information, as well as operate communication and productivity devices.
Qualifications
Competencies
- Provides excellent customer support and communicates clearly and professionally across all channels.
- Demonstrates strong technical capacity, including 10key proficiency and working knowledge of Microsoft Office (Word, Excel, Outlook).
- Maintains strong organizational skills, accuracy, and attention to detail.
- Remains flexible, positive, and composed in changing or challenging situations.
- Works effectively both independently with minimal supervision and collaboratively as part of a team.
Supervisory Responsibility
This position has no supervisory responsibilities.
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Position Type/Expected Hours of Work
This is a non-exempt, typically full-time, position. Hours may fluctuate due to workload and customer needs. The standard workweek is 40 hours within the hours of 8:00 a.m. to 6:00 p.m., Monday–Friday.
Required Education and Experience
High school diploma or equivalent and a minimum of one to three years of banking operations, loan servicing, or loan exception processing experience preferred.
Additional Eligibility Qualifications
- Must be Bondable
- Multi-lingual capabilities to include Spanish are a plus.
EEO Statement
Security Bank is an equal-opportunity employer. This means Security Bank will not discriminate in any of its employment practices based on sex, age, race, color, mental or physical disability, national origin, religion, sexual orientation, marital or veteran status, or other legally protected status. All employees have the responsibility to adhere to this policy and to use all efforts to further its implementation.
