Financial Services Coordinator

5 days ago


Decatur, Texas, United States American National Bank & Trust Full time
Job Overview

We are seeking a highly skilled Financial Services Coordinator to join our team at American National Bank & Trust.

About the Role

This is a full-time position responsible for providing exceptional customer service and support to our clients in various aspects of financial services.

Key Responsibilities
  • Expense Report Management: Prepare and manage expense reports, ensuring accuracy and timeliness.
  • Mortgage Mail Handling: Handle all return mortgage mail, maintaining confidentiality and adhering to regulatory requirements.
  • Accounts Payable and Reconciliation: Process accounts payable, appraisal payments, and legal fee payments, while reconciling accounts to ensure accuracy.
  • Account Maintenance: Open and maintain accounts, ensuring seamless customer experiences.
  • Mortgage Payments: Post all mortgage payments, verifying details and communicating with customers as needed.
  • Customer Service: Answer phones, direct calls, and provide assistance to customers, addressing their inquiries and concerns.
  • Supply Management: Order supplies and maintain inventory levels, ensuring efficient operations.
  • Welcome Calls and Teller Work: Welcome new borrowers, process teller transactions, and provide exceptional customer service to walk-in and drive-thru customers.
  • Balance Vault and Security: Maintain balance vault security and integrity, adhering to bank protocols.
Requirements
  • Regulatory Compliance: Thorough understanding of bank and investor regulations, ensuring adherence to policies and procedures.
  • Technical Skills: Proficiency in computer programs and office machines, supporting daily operations.
  • Communication: Ability to effectively communicate with title company personnel, agents, builders, and bank staff.
  • Customer Service: Excellent customer service skills, delivering exceptional experiences.
  • Knowledge: Basic knowledge of accounting principles, applied in tasks and responsibilities.
  • Experience: Minimum 1 year of experience in teller/new accounts roles, preferred but not required.
What We Offer

We offer a competitive salary, ranging from $45,000 to $65,000 annually, based on location and experience. In addition to a rewarding career, we provide opportunities for growth and development within the bank.



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