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Full-time
associate degree
Posted 7h ago
~40 hrs/week
Responsibilities
The AVP Sr Relationship Assistant oversees the development and maintenance of loan files while ensuring compliance with bank policies and federal regulations. They also provide direct customer service, process loan documents from approval to closing, and perform essential teller duties.
Requirements
Candidates must possess an Associate's degree or equivalent education and at least five years of relevant experience in the financial industry. Proficiency in loan origination software, strong analytical skills, and the ability to maintain high levels of accuracy and confidentiality are required.
Full job description
Position Summary
This position ensures that applicable bank lending policies and practices, as well as state and federal regulations are being followed.
Primary Duties and Responsibilities
Oversees the development and maintenance of loan and credit files. Prepares various loan documents for loan officers ensuring completeness, accuracy, and timeliness.
Provides clerical and customer service support to the bank lobby.
Processes and follows up on new and renewal documents, processes renewals on real estate files.
Prepares packets that include plans/cost breakdown for the appraisal department. Prepares the loan set up sheet.
Processes and closes loan documents in person with customer.
Processes loans from approval to closing. Sends out new and renewal documents; sends certified mail. Obtains signatures for approvals of various exceptions.
Order loan documents through commercial attorney. Orders Title Commitments, Flood Certificates, Appraisals, Title Binder Extensions, UCC searches and Credit Reports
Approves HUD's for closing, requests Plans and Cost Breakdown sheets for interims.
Processes customer requests or inquiries including loan draws or transfers.
Reviews and approves documents before they are sent to close, checks on pending loans for Title Commitment and Appraisals. Prepares additional security agreements for collateralized loans; prepares HMDA on applicable loans. Prepares drafting instructions or sends off cashier’s check for vehicle loans.
Places Red Flag verifications on all new loans. Sends out denial and withdrawal letters, as necessary.
Communicates loan status with the Loan Origination Department, Compliance Department, Loan Officers, and Customers.
In dept knowledge of bank products, services, policies, and procedures to successfully assist customers in all aspect of the new account and teller functions.
Perform teller duties including cash, check and deposit transactions, wire transfers, loan payments, Cashier’s Checks, and balancing cash drawers.
Knowledge of both customer and business account opening along with the ability to recommend and cross sell products and services.
Perform audit and vault duties as needed.
Performs duties in compliance with applicable laws and regulations.
Maintains the security and confidentiality of pertinent information and records.
Maintains current and up-to-date knowledge and continues professional development through training as applicable.
Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.
Performs additional duties as assigned or directed.
Education and Experience Required
Associates Degree or equivalent education and experience required.
Five years of job-related experience required, preferably in the financial industry.
Accuracy, attention to details, organizational skills.
Analytical skills, problem solving, good time management and excellent follow up skills. Responsive to requests and timely completion of tasks.
Strong verbal and written communication with all levels.
Strong leadership and decision making.
Demonstrates a courteous, pleasant, self-motivated, and dependable behavior. Maintaining a professional environment in both appearance and conduct.
Performs additional duties as assigned or directed.
Susser Bank is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin.
Susser Bank is a Texas-based bank offering a full suite of personal and commercial banking solutions. For over 60 years, we’ve provided flexible financial solutions, with a single-minded focus on creating outstanding results that benefit our clients, team members and communities.
Our goal is to help Texas communities grow stronger. We believe it is our responsibility and privilege to serve the people and businesses of those communities—with personal care, straight talk and a banking experience beyond compare. We are driven by relationships, not transactions. And it shows in our people—banking teams composed of responsive problem-solvers who combine a natural passion for customer service with banking IQs and technology-driven solutions that are second to none.
At Susser Bank, we don’t just talk the talk. We back up our words with actions and commitments. Because we believe our clients deserve more than a transactional bank. They deserve a long-term, collaborative partner who has their best interests at heart.
Member FDIC. Equal Housing Lender. NMLS #402132.
Offices: 4020 Maple Ave, Resolute Tower at Old Parkland, Suite 150, Dallas, Texas 75219, US · 3030 Matlock Road, Suite 101, Arlington, Texas 76015, US · 2326 W Pleasant Ridge Rd, Arlington, Texas 76015, US · 500 Harwood Rd, Bedford, TX 76021, US · 2302 Guthrie Rd, Suite 100, Garland, TX 75043, US
Personal BankingBusiness BankingMortgage LoansSBA Preferred Lenderand Commercial BankingFinanceBankingLogisticsPaymentsPersonal Finance
How much do Management & Leadership jobs in Texas pay?
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