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Administrative Assistant - Credit | Administrative Assistant, Administrative Specialist in Clerica1

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Administrative Assistant - Credit

Location:
Tyler, TX
Description:

JOB TITLE: Administrative Assistant - Credit LOCATION: Tyler, Texas Company Profile: Heritage Land Bank provides innovative financing solutions other banks simply can't offer when it comes to rural real estate, agricultural operations, agribusinesses and country homes. Founded in 1917, Heritage Land Bank is a member of the Farm Credit System, a nationwide network of rural lending cooperatives. With headquarters located in Tyler, Heritage Land Bank operates across 16 Texas counties ranging from Dallas-Fort Worth to Lufkin. To learn more, visit heritagelandbank.com . Education and Experience Requirements: High school diploma or equivalent and three (3) to five (5) years of experience in planning, organizing, and coordinating administrative support activities in an office environment. Job Scope: Assists management in the overall administration of the credit function. Performa a variety of moderately complex administrative support duties requiring some independent judgement and analysis; works under moderate supervision. Essential Functions: Greet customers and answer phones, assisting them when possible or directing them to the appropriate personnel. Provides general administrative support including sending emails, typing, copying, scanning, sorting, filing, mailing, saving documents to SharePoint. May prepare manuals and materials for training classes and conferences. Assembles and coordinates correspondence and reports as needed for training, board meetings, committee meetings, conferences and other events. Assists customers and the general public on a wide variety of matters. Receives and greets visitors and guests. Gives information and assistance to callers from within the Association, the general public, and other managers and outside organizations, representing the Association in a professional manner. Assists callers in resolving problems or locates the appropriate person for assistance. Places calls and arranges for conference calls upon request. Prepares internal reports for distribution on behalf of the credit department. Enters data into information systems from a variety of source documents. Retrieves information when needed. Proofreads documents. Compiles weekly credit pipeline for distribution to the branches. Sends reports to the branches including the monthly past due loan report and the YBS exception reports. Maintains the appraisal workflow pipeline. Maintains a database of territorial concurrence approvals / denials. May pull credit reports and flood determinations, enter data into ADS II, and request loan documents. May occasionally work with appraisers and title companies. Assists with periodic audits of branches to assure compliance. Compiles YBS reporting for annual business plan, FCBT, and FCA questionnaire. Works on database items for the branches and the Corporate office including the prompt collection of insurance policies and monitoring of past due property taxes for customers. Provides information as requested for internal and external credit reviews, FCA, FCBT, etc. May coordinate travel arrangements, meetings and prepare monthly expense reports for CCO. May help coordinate travel arrangements, meetings, including catering, set up and clean-up of loan officer and loan admin trainings. Assists with public relations functions as assigned. Job Posted by ApplicantPro
Company:
Heritage Land Bank
Posted:
December 26 2023 on ApplicantPool
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More About this Listing: Administrative Assistant - Credit
Administrative Assistant - Credit is a Clerical Administrative Assistant, Administrative Specialist Job at Heritage Land Bank located in Tyler TX. Find other listings like Administrative Assistant - Credit by searching Oodle for Clerical Administrative Assistant, Administrative Specialist Jobs.