West Plains Bank and Trust Company opened in 1883 and is the longest continually operating business in West Plains. One of our values is to Have Fun, “Spread fun in all you do”.
Provides administrative support to the Mortgage Division while assisting customers in a courteous, professional, and confidential manner.
Major Duties and Responsibilities
Weight |
Function |
Essential? |
30% |
Assists loan officers with ordering flood certification and requesting tax transcripts and financial statements |
Yes |
30% |
Performs general clerical and administrative support for loan officers, including: filing, copying, typing, managing calendars and contacts, ordering supplies, receiving and distributing mail and delivering loan documents. |
Yes |
10% |
Establishes and reviews personal, commercial, agricultural and business loan files; verifies that all required documents have been included |
Yes |
10% |
Maintains internal loan files. |
Yes |
10% |
Processing mailed payments for loans to ensure applied correctly |
Yes |
0% |
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
|
Yes
|
Knowledge & Skills
Experience
Two to five years of similar or related experience, including time spent in preparatory positions.
Education/Certifications/Licenses
High school degree or GED required.
Interpersonal Skills
A significant level of trust and diplomacy is required to be an effective subject matter expert in the position. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors of a sensitive and/or highly confidential nature is a normal part of the day-to-day experience. Communications can involve motivating, influencing, educating and/or advising others on matters of significance.
Other Skills
Job Characteristics:
• Ability to read and understand loan documents
• Understanding of basic lending terms; i.e. interest, principal, etc.
• Working closely with loan officers and underwriter to originate loan
• Ability to communicate clearly and concisely
• Above average math skills
• Ability to ask questions
• Attention to detail and follow through is a must
• Ability to work under pressure
• May be required to do a Saturday rotation until noon
• One year office experience or comparable training
• Ability to be a team player and to be committed to the Bank
Physical Requirements
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Working Conditions
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be able to perform basic mathematical calculations with extreme accuracy. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Acknowledgement
Nothing in this position description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is not a contract and should not be construed as a guarantee of employment for any specific period of time.
West Plains Bank and Trust is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color, religion, sex/gender, national origin, disability, age, or any other category protected by law.