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About the Role
Responsible for providing clerical support for commercial lending activities, including typing, preparing, and filing documents. This role also involves opening mail, performing miscellaneous clerical functions, and providing high-quality, professional customer service.
Responsibilities
- Perform assigned clerical and account processing functions.
- Process business transfers.
- Process loan payments and track insurance for business loans.
- Monitor disbursements for construction and development loans.
- Type various documents, records, and reports.
- Maintain, organize, and update business files.
- Process address changes.
- Open, sort, and distribute mail.
- Monitor needs of New Accounts and provide backup.
- Establish and maintain effective business relations with customers.
- Assist customers with questions and problems courteously and promptly.
- Obtain and convey information as needed.
- Maintain the Bank’s professional reputation.
- Establish and maintain effective communication and working relations with Bank personnel and management.
- Assist, support, and replace Commercial Lending personnel as needed.
- Attend and participate in meetings.
- Assist in preparing loan documents.
- Ensure work area is clean, secure, and well-maintained.
- Complete special projects as assigned.
Requirements
- High school graduate or equivalent.
- Familiarity with business loan programs and service requirements.
- Familiarity with general loan documentation is helpful.
- Prior experience is helpful, particularly in a financial environment.
- Accurate and attentive to detail.
- Well organized.
- Strong typing abilities.
- Ability to assist others.
- Able to use computer, adding machine, copy machine, and basic business equipment.
- Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions.
- Able to interpret a variety of technical instructions and deal with multiple variables.
- Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage.
- Able to perform very simple algebra.
- Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.
- Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.
- Ability to conduct training, communicate at panel discussions, and make professional presentations.
Skills
- Typing
- Organization
- Attention to detail
- Customer service
- Communication
Location
- Onsite
Work Type
- Full-time
Experience Level
- Entry-level
- Some experience helpful
Education Level
- High school graduate or equivalent
About the Company
- Prosperity Bank is a financial institution.
Equal Opportunity
- Prosperity Bank is an Equal Opportunity Employer.