Client Service Assistant

2 months ago

Knoxville, United States Mountain Commerce Bancorp Inc. Full time

Client Service Assistant (Loan Assistant)

Mountain Commerce Bank

Client Service Assistant (Loan Assistant) Knoxville, TN 37919

Mountain Commerce Bank is an Equal Opportunity Employer. The goal of Mountain Commerce Bank (MCB) is to hire individuals with strong ethics, great experience, and positive, professional energy. Every Team Member is an important part of our foundation, and we understand that those people create success for our company, our shareholders, and our clients. To attain that success, MCB seeks to provide

Responsive Relationship Banking – banking that provides clients with the familiarity, flexibility, and energetic hometown customer service you expect from a community bank, backed by the latest technology and wide offering of financial products and services that you find in a big bank. Our best resource for growing our market and meeting our high expectations for service is our people. People create the relationships that build trust, understanding, and excellence. General Function: Administrative coordinator for lenders and clients Provide assistance to lenders in every area of banking and operations as well as friendly, positive customer service to Bank customers. Handle customer transactions, open accounts, facilitate completion of loan paperwork and closings, and be prepared to answer questions about MCB products. Assist in the cultivation of client relationships to provide products and services, both consumer and commercial including assisting with all types of deposit accounts. Essential Functions: Administrative Assistance Review all correspondence (mail, fax, email, phone, etc.) and route promptly and appropriately by the necessary deadlines. Provide exceptional customer service for internal and external customers, both by telephone and in person, providing assistance and/or taking messages as necessary. Always be friendly, helpful, and professional. Represent the Bank in the best way possible. Maintain weekly and monthly reports as required by management. Prepare appointment schedules, meeting arrangements, and travel itineraries as necessary. Keep all files, correspondence, and information neatly organized and up-to-date; follow up on any issues that may arise promptly. Products and Service Assist Relationship Mangers as they seek out prospective new clients, both individual consumer and commercial. Assist Relationship Mangers(s) as the primary relationship contact for clients and strive to offer extraordinary customer service by assisting with a variety of products and services, depending on each individual client situation. Assist clients as necessary with banking business (e.g. open new accounts, order new checks, replace lost debit cards, transfer money, research transaction errors, counsel clients on the use of online banking or bill pay, advise clients on budgeting and balancing their accounts, etc.) Assist clients with information about Bank products, including personal and business deposit accounts, treasury management services, consumer loans and lines of credit (HELOC), residential mortgage loans, small to medium size business term loans and lines of credit, consumer and business credit cards, merchant services and occasionally larger real estate loans, as well as other products that are appropriate. Loans Prepare new credit and loan files; review loan files for completeness, accuracy, and compliance standards. Respond to credit inquires. Assist loan team in the interview of loan applicants, collections, and the acquisition of financial and related data as directed. As necessary, order titles and appraisals; obtain payoffs and releases, credit reports, OFAC, HELOC checks, Geocodes, Flood Certs, homeowners insurance, and other required documents to complete the loan file. Assist in completing files for underwriting, process loans, and coordinate loan closing or mailing adverse action notice to borrowers Work to correct and clear any loan file exception or deficiencies promptly. Compliance Diligently protect confidential information, and assist the Bank in ensuring that all confidential and sensitive information is handled appropriately. Maintain an active awareness and understanding of policies, procedures, designated authorities, regulations, and laws, including but not limited to, the Bank Secrecy Act, Anti-Money Laundering Act, etc. Follow these at all times. Communicate openly with supervisors and other management about policies, procedures, work conduct, and job functions. Ask questions to clarify any uncertainty in issues. Address and report suspected violations of policy, procedure, Bank Secrecy Act, Anti-Money Laundering Act, and other laws and guidelines, as outlined in the Code of Conduct. Reported information will be kept confidential. Participate in training sessions and policy updates as necessary. Assist with coordination of scheduling as appropriate. Other Ability to work scheduled and other needed hours at the designated location(s) Assist the Branch with operational and customer business as necessary. All Team Members should provide consistently positive, effective, helpful service to all customers, both internal and external. Assist other managers or Team Members as needed Management or Bank policy may revise, delete, or add responsibility as necessary Activity Ability to operate office equipment, telephones, and computers Ability to communicate fluently in English, in person, in writing, and on the computer Ability to hear, speak, and understand verbal communication Ability to read, write, count, and perform basic math functions Ability to move head, shoulders, neck, and arms freely (e.g. operation of office equipment) Ability to use manual dexterity and fine manipulation for operating a keyboard, using equipment, filing, etc. Ability to lift up to 15 pounds, grasp, reach, and pull Ability to think, remember, learn new information, and apply cognitive data to job functions Ability to assess and concentrate on mental and physical job tasks to see them to completion Qualification Requirements: Excellent interpersonal, verbal, and telephone communication skills Excellent organizational and prioritization skills, ability to multi-task Tact and pleasantness in dealing with customers and Team Members Ability to work in a fast-paced environment with frequent deadlines Knowledge of Microsoft Word, Excel, PowerPoint, Outlook, and Publisher Preferred Qualifications: Banking and loan / credit experience Retail banking experience Knowledge of banking regulations Extensive experience with nCino, Jack Henry/Xperience Enterprise System, Microsoft Word, Excel, PowerPoint, Outlook, and Publisher Equal Opportunity Employer, including disabled and veterans. #J-18808-Ljbffr

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