Description

Aston Carter is partnering with a local bank in order to add a skilled Loan assistant to their team. This person will assist in ordering related documents from third party vendors and external institutions for commercial loans. They will manage customer files, and reports with collaborating the Relationship Management and Loan Servicing teams.

•\tPrepare documentation sheet checking off all items as they are received to ensure files are completed in a timely manner.

•\tCorrespond with various institutions and vendors to obtain information needed such as title commitments, UCC pre-searches and filings, environmental reports, appraisals, flood and tax service; must review for accuracy.

•\tOrder and review loan documents to ensure accuracy of documents including but not limited to: rate, term, proper vesting, legal descriptions, dates, signatures, etc.

•\tMaintain a tickler system to follow-up on covenants for the department as required by the various loan agreements.

•\tWork with Title Company to ensure our lien is recorded timely and accurately, and the final title commitment is received.

•\tAssist as needed with pending items/documentation from customers, institutions and vendors.

•\tTrack and follow up on maintenance of files including but not limited to: rate and payment changes, automatic payment, online banking, insurance, UCC renewals, financial statements and tax returns, corporate verification of status, inspections, etc.

•\tFollow up and assist Loan Servicing on maintenance of files and needed documentation.

•\tActively participates in Bank related and community volunteer events.

•\tAssists the Relationship Managers with marketing and workflow as needed.

•\tMonitor loans serviced through loan servicing to ensure that required changes are made and are accurate; work as liaison with other departments.

•\tRefer likely candidates for the Bank products and services to the appropriate person for follow up and close of sale.

•\tProvide clerical assistance as needed, answering telephones, taking messages, etc. Assist customers and branch personnel with questions or problems concerning loans.

•\tMaintain and balance holdover accounts, balance budget, and upload accounts payable for the department as assigned.

•\tHelp department on marketing as needed.

•\tHelp complete and maintain reports, forms, and files for adverse action to ensure compliance.

•\tEnsures documents are within the lending policies and procedures of the bank.

•\tPrepare monthly Production Report for the department. Compile Maturing Loans Report and Past Due Report monthly.

•\tMaintain service level expectations as defined by the bank.

•\tPerforms related duties as assigned.

•\tMust comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Additional Skills & Qualifications

•\tHigh school diploma or equivalent.

•\t3-year clerical experience in a banking environment

•\tFundamental understanding of banking, accounting, legal or related experience

•\tAbility to multi-task and handle complex tasks efficiently.

•\tStrong written and verbal communication skills to maintain quality customer service.

•\tStrong organizational skills with attention to detail.

•\tExcellent customer service experience.

•\tProficiency with Microsoft applications (Word, Excel, Outlook) and other basic office equipment

Pay and Benefits

The pay range for this position is $19.00 - $21.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a fully onsite position in Coeur d'Alene,ID.

Application Deadline

This position is anticipated to close on Feb 14, 2025.

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\n \n About Aston Carter:\n

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® double diamond winner for both client and talent service.

\n Diversity, Equity & Inclusion\n

At Aston Carter, diversity and inclusion are a bridge towards the equity and success of our people. DE&I are embedded into our culture through:

\n Hiring diverse talent\n Maintaining an inclusive environment through persistent self-reflection\n Building a culture of care, engagement, and recognition with clear outcomes\n Ensuring growth opportunities for our people\n

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

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If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.

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