Loan Administrative Executive Assistant

Southern First Bank - Greenville, SC

Full-time

Greenville, SC

Credit Intermediation and Related Activities

About the position

The Loan Administrative Executive Assistant plays a crucial role in the loan administration process, ensuring the efficient preparation and management of loan closing packages, communication with clients and attorneys, and the disbursement of loan proceeds. This position requires strong organizational skills, attention to detail, and the ability to work independently while supporting the loan department and maintaining compliance with banking regulations.

Responsibilities

• Prepare loan closing packages and schedule loan closing dates.
• Communicate with attorneys regarding loan closings.
• Disburse loan proceeds upon receipt of executed loan documents.
• Quote and process loan payoffs as requested.
• Coordinate with inspectors/appraisers for construction loan advances.
• Process payment of invoices and fees as needed.
• Assist clients directly if a loan officer is unavailable.
• Answer client inquiries related to payments, billing notices, or loan documentation.
• Work on exceptions report to maintain outstanding exceptions per loan volume.
• Provide timely copies of loan payoff requests to the loan department.
• Assist other lenders as needed.
• Handle company funds responsibly.
• Complete other duties as assigned.

Requirements

• High school diploma with previous banking and/or financial experience.
• 2 to 4 years of college experience in a business field is preferable.
• Knowledge of banking terminology and procedures.
• Strong interpersonal skills to represent the Bank positively.
• Ability to adjust to change and work as a team player.
• Consistent and professional attendance and punctuality.
• Ability to work independently and exercise judgment within authority.
• Problem-solving skills using intuition and analytics.
• Ability to think and act quickly and follow procedures.
• High competency in secretarial duties and written communication.
• Knowledge of documentation and compliance regulations for loans.
• Computer literate with word processing skills and ability to learn new programs.