Job Description

Credit Administration Staff Assistant I

Platte Valley Companies

Provide administrative support to the Credit Administration Department, which includes the functions of credit administration, indirect lending, loan participation, alternative commercial loan portfolios. Assist Loan Operations.

RESPONSIBILITIES:

ESSENTIAL FUNCTIONS

Provide administrative support and customer service by answering phones and emails and greeting customers.

Process transactions on sold and purchased loans (payments, advances, rate changes, wire transfers, etc.) to ensure that loans and General Ledgers balance.

Process new dealer loan data for input (credit reports, NADA values, financial capacity, and input worksheets.)

Scan daily work into Synergy and verify physical loan files.

Work with other associates to process documents, book and fund all types of participation loans

Prepare reports, gathering data and information from a variety of sources for Loan and Credit Administration

Handle legal documentation, check daily work, titles, UCC and other miscellaneous items within loan area.

Process title and lien releases, customer and dealer letters and scan/ship documents.

Maintain loan files, pending items, and perform collateral tracking.

Research and resolve problems and discrepancies. Process corrective actions, assist associates and customers by researching and responding to inquiries.

Send notices of payments/advances due as needed for participation loans.

Review other associates work for consistency and accuracy.

Support Loan Operations in projects and department enhancements as directed by Loan Operations Manager.

Other duties as assigned.

REQUIREMENTS:

Minimum Qualifications:

High school diploma or equivalent.

Experience in the loan area preferred.

Three years’ administrative experience.

Basic knowledge of loans and legal documents is preferred.

Ability to prioritize and meet deadlines.

Effective customer contact and interpersonal skills.

PC/Calculator experience required.

Effective oral and written communication skills.

Bookkeeping experience or equivalent knowledge

Ability to file and maintain records

Math proficiency and aptitude.

General areas of competency: decision making, dependability, development, environmental safety, evaluation skills, interpersonal skills, prioritizing, problem solving, selling skills, team skills and time management.

Demonstrated aptitude to handle, sensitive operational transactions and customer relationships.

Professional appearance.

Self-sufficient/self-starting.

Ability to adjust to flexible hours.

Must be capable of working with and maintaining the confidentiality of sensitive information.

Physical Requirements:

Light Work - exerting up to 20 pounds of force occasionally, and/up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Reaching, fingering, grasping, repetitive motions, stooping, crouching, standing, walking, lifting, climbing, kneeling, talking, hearing, pulling, pushing, thinking, concentrating, and interacting with others.

You should be capable of performing in a reasonable manner, with or without reasonable accommodation, the activities involved in this job. A description of the activities involved in this job is listed above.

Machines Used:

Computer, scanner, fax, copier, telephone, adding machine.

Note: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

An Equal Opportunity Employer, Including Disability/Vets