Financial Services Assistant

6 days ago


Huntsville, Alabama, United States Renasant Full time
Job Title: Financial Services Assistant

At Renasant Bank, we are seeking a highly skilled and detail-oriented Financial Services Assistant to join our team. As a key member of our lending operations, you will play a critical role in supporting our loan officers and ensuring the smooth execution of our lending activities.

Key Responsibilities:
  • Loan Preparation: Prepare loan documents, files, and correspondence to ensure accuracy and completeness.
  • Financial Data Collection: Assist loan officers in collecting financial and related data to determine credit worthiness and loan merits.
  • Overdraft Monitoring: Monitor overdraft lists and call for deposits as needed to prevent overdrafts.
  • Collection Efforts: Assist loan officers in collection efforts by preparing correspondence and monitoring payments.
  • Reporting: Prepare management reports, including past due reports, to help loan officers make informed decisions.
  • Loan Documentation: Determine loan documentation and compliance documents needed for loans.
  • Loan Closing: Close loans on a regular basis, ensuring all necessary documents are in order.
  • Customer Support: Assist loan customers with deposit inquiries and problems, providing exceptional customer service.
  • Record Keeping: Maintain accurate records and prepare master note draws, construction lines of credit, and other business-related lines of credit.
Requirements:
  • Education: High school diploma or equivalent required.
  • Experience: Minimum of 2 years of job-related experience.
  • Technical Skills: Ability to operate a personal computer using Microsoft Word and Excel, with a working knowledge of DecisionPro and nCino.
  • Soft Skills: Excellent organizational skills, ability to multi-task, and strong interpersonal skills.
Work Environment:

Our professional working environment requires employees to communicate effectively, both verbally and in writing. Employees must demonstrate strong interpersonal skills when working closely with internal business partners and external clients. Employees may be exposed to confidential and proprietary information within the working environment, therefore, must uphold confidentiality at all times.


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