Trust Assistant I at Oregon Pacific Bank in Eugene, Oregon

Job Description:

Oregon Pacific Bank

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran's status.

Full Time
Clerical
Eugene Branch, Eugene, OR, US
Yesterday
Requisition ID: 1283

JOB SUMMARY: Exceptional timeliness and accuracy in the creation and completion of all documentation, periodic reports, and correspondence. Accumulate credit information on individuals and businesses. Assist commercial loan officer with preparation and coordination of loan documentation. Check credit and in-house information for lending officers. Work with lending officer in ordering loan documents and maintaining credit files, including current financial statements. Provide clerical support to the commercial lender and support staff. Perform a variety of duties to provide clients with efficient and accurate services.

JOB SPECIFICATIONS:

• Education: High School Graduate or equivalent
• Experience: 3 Years of clerical experience in a lending environment desired

ESSENTIAL FUNCTIONS:

• Provide client service and administrative support for commercial lending officer, including meeting and greeting clients in person and on the phone
• Prepare file packages using the “New Loan Package Checklist” for document requests on all new loans, renewals and change in terms
• Prepare all doc prep worksheets for loan documentation
• Work on collateral evaluations
• Review docs prior to signing
• Move files from the “K” drive to ImageCentre File
• Scan and copy files after signing for disbursement to appropriate parties
• File all electronic correspondence to the appropriate file on the network
• Scan construction draw requests together with the spreadsheet and photos to ImageCentre File
• Work with loan delinquencies and prepare letters when needed
• Print balance summaries for Problem Loan Reports on a quarterly schedule
• Build and maintain commercial loan credit files, reviewing files to insure completeness of the file (financial information) and all collateral has been secured properly
• Interface with title companies, other financial institutions and county and state agencies to properly document, record/file lien position collateral
• Organize and prepare credit files with current financial information: tax returns, credit reports and collateral documentation
• Assist clients with advances, transfers, payments and miscellaneous inquiries
• Prepare letters to clients for annual financials
• Follow-up with in-coming financial documentation and correspondence
• Order supporting loan documentation such as credit reports, appraisals, flood determinations, etc.
• Keep track of all BLA requirements, completing monthly reports and receipt of required documentation
• Be knowledgeable of bank compliance rules and adhere to Federal and State banking regulations relating to this position
• Follow all Bank compliance policies and procedures relating to this position
• Miscellaneous follow-up and support to loan officer and support staff as needed

WORK CONTEXT:

• Ability to concentrate and focus on essential functions in appropriate priority order is required.
• Requires being punctual, dependable, detail oriented and responsible for work outcomes and results.
• Requires sitting for long periods and traveling to other departments and locations, as needed.
• Requires contact with others by telephone conversations, use of electronic mail, and face-to-face discussions.
• Requires completion of assigned on-line training courses with a passing percentage.
• Professional environment requiring appropriate professional demeanor and attire.
• Work is performed indoors in environmentally controlled conditions.

SKILLS:

• competency in applicable regulations regarding lending and bank policies
• understanding of commercial and consumer lending terms and documentation
• self-motivated team player
• willingness to assume additional responsibilities as requested
• experience in Word, Excel, and Outlook
• ability to communicate orally in an effective manner

• competency in providing exemplary internal/external client and customer services in a professional manner and with tact and diplomacy

• ability to be flexible for work schedule. May require working full-time to cover during vacations, etc.
• competency in basic mathematical skills such as calculating interest and percentages
• ability to be detail oriented with good problem-solving skills
• ability to tolerate stress
• ability to prioritize multiple tasks efficiently and within deadlines
• ability to operate ten-key calculator or adding machine
• ability to accurately type up to 30 words per minute
• ability to use photocopying equipment
• ability to lift up to 30 lbs., if necessary
• ability to work with others in a positive, cooperative manner that supports a team environment

RELATIONSHIPS:

• Responsible to the Commercial Loan Officers for the fulfillment of functions and responsibilities.
• Contact with co-workers and the public in a professional manner that will enhance the overall marketing effort of the bank.

CORE BEHAVIORS for DELIVERING ON THE PROMISE:

• Be Genuine. Conduct yourself in a consistent, honest and compassionate manner at all times.
• Work Ethic. Be willing to go the extra mile for the client, whether internal or external.
• Influence. Be an active player in participating, building and contributing to service.
• Continuous Learning. Commit to gaining knowledge, skills and experience on an ongoing basis in order to better serve the client, increase personal satisfaction and improve the Bank.
• Team Play. We win together. Individuality is encouraged to advance and enrich the work of the team.
• Problem Solving. Being creative, problem-solving mentality to every situation. See alternative, take initiative and assume responsibility for your actions.
• Communication. Keep other informed and up-to-date. Actively listen and learn from each other.
• Have a Sense of Community. We firmly believe that we’re only as strong as the communities we serve. Your involvement is an important part of who we are.

Oregon Pacific Bank is an Equal Opportunity Employer and does not discriminate on the basis of race, color, sex, sexual orientation, gender identity, age, religion, national origin, physical or mental disability, or veteran’s status.

Equal employment opportunity, including veterans and individuals with disabilities.

PI266061840

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