The Claxton Bank
Company Description
Built on traditional core values of People first, Delivering Results and Ensuring Quality in Everything, TCB was founded in 1941 in Claxton, Georgia and has grown into a premier community bank serving North Florida & South Georgia. At TCB, we combine traditional banking values with modern conveniences to help our customers manage their “todays” and plan for tomorrow.
Our Core Values
Character: Acting with integrity and honesty in all we do.
Commitment: Delivering exceptional results for our customers and communities.
Community: Supporting the people and places we serve.
Collaboration: Working together to achieve excellence.
We believe our team members are our greatest asset, and that diversity of unique perspectives and experience makes our team stronger. We are committed to attracting, developing, and elevating talent from all backgrounds. At TCB, you’ll experience:
High-touch, relationship-focused banking.
Common-sense solutions tailored to our customers’ needs.
Simple and accessible banking to all.
A culture that celebrates innovation, growth, and doing banking the right way.
We are seeking passionate, smart, and ambitious talent to help influence the future of TCB and grow our brand. See why TCB is the best community bank. Whether you’re building relationships with customers, supporting operational excellence, or driving innovative solutions, you will make a meaningful impact every day. Discover what it’s like to work somewhere you love and see why TCB is the premier community bank in the Southeast!
Role Description The Loan Officer Assistant is responsible for coordinating loan closings, ensuring accuracy and compliance of executed documents, and providing administrative support to the lending team. This role requires working closely with loan officers, attorneys, title companies, loan operations and customers to facilitate a smooth closing process while maintaining exceptional service standards. Ensures that all loans are closed and maintained in accordance with state and federal regulations and Bank policies and guidelines. Must remain knowledgeable of all state (Georgia and Florida) and federal lending and documentation regulations.
ESSENTIAL FUNCTIONS Loan Closing Coordination
Manage the collection of all pertinent information, documentation, and collateral materials required to facilitate the closure of loans
Ensure that all necessary insurance requirements and proof of coverage are in place
Maintain up‑to‑date knowledge of any special conditions or covenants related to loans
Confirm that loans have received all necessary approvals and underwriting conditions are satisfied prior to closing
Ensure compliance with all bank policies and regulatory requirements
Coordinate all appropriate details of the closing (date, time & location), and ensure all parties involved (borrower, title company, attorney or third parties) are updated and aware of specific details and any required documentation
Order titles, UCC searches, and flood certifications as needed, and ensure closing conditions have been satisfied prior to disbursement
Review all assigned loan packages, ensuring accuracy of all information prior to delivery to closing attorney or execution by customer
Ensure timely disbursement of loan funds according to closing instructions and confirm accuracy of wire instructions or check disbursement details
Maintain organized loan files and update internal systems
Provide support to loan officers when necessary, and maintain positive and consistent communication
Provide excellent customer service by being responsive and accurate with information requests and general inquiries to both internal and external clients/peers
Post-Closing Loan Administration
Verify proper recording of documents and lien perfection
Submit closed loans files to loan operations department in a timely manner
Monitor outstanding items and follow up as needed
Education and Experience
A high school diploma or equivalent is required
Bachelor’s degree or additional coursework in banking, finance or lending is an asset
A minimum of 5 years of commercial banking support experience or client service experience within a financial institution required
Loan review, documentation, client service and compliance experience required
Knowledge and Skills
Must have solid knowledge of all state and federal lending regulations
Must know TCB Bank policies, procedures, and be knowledgeable of all Bank products and services
Must be well versed in insurance and documentation requirements for all loan products
Must have in‑depth understanding of interest and payment calculations
Must have excellent verbal and written communication skills as well as well‑developed client service skills
Excellent organizational, time management and administrative skills required
Proficiency in the use of Microsoft Word, Excel and Outlook is required
Should be knowledgeable with utilization of a LOS platform
This role involves a high level of personal contact with others both inside and outside of the organization for purposes of giving or obtaining information, building relationships, and soliciting cooperation, therefore listening, influencing, negotiating, client focus, conflict resolution and clear & logical communication is required.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Sales
Industry
Banking
Referrals increase your chances of interviewing at The Claxton Bank by 2x
Get notified about new Loan Officer Assistant jobs in St Augustine, FL.
#J-18808-Ljbffr
Our Core Values
Character: Acting with integrity and honesty in all we do.
Commitment: Delivering exceptional results for our customers and communities.
Community: Supporting the people and places we serve.
Collaboration: Working together to achieve excellence.
We believe our team members are our greatest asset, and that diversity of unique perspectives and experience makes our team stronger. We are committed to attracting, developing, and elevating talent from all backgrounds. At TCB, you’ll experience:
High-touch, relationship-focused banking.
Common-sense solutions tailored to our customers’ needs.
Simple and accessible banking to all.
A culture that celebrates innovation, growth, and doing banking the right way.
We are seeking passionate, smart, and ambitious talent to help influence the future of TCB and grow our brand. See why TCB is the best community bank. Whether you’re building relationships with customers, supporting operational excellence, or driving innovative solutions, you will make a meaningful impact every day. Discover what it’s like to work somewhere you love and see why TCB is the premier community bank in the Southeast!
Role Description The Loan Officer Assistant is responsible for coordinating loan closings, ensuring accuracy and compliance of executed documents, and providing administrative support to the lending team. This role requires working closely with loan officers, attorneys, title companies, loan operations and customers to facilitate a smooth closing process while maintaining exceptional service standards. Ensures that all loans are closed and maintained in accordance with state and federal regulations and Bank policies and guidelines. Must remain knowledgeable of all state (Georgia and Florida) and federal lending and documentation regulations.
ESSENTIAL FUNCTIONS Loan Closing Coordination
Manage the collection of all pertinent information, documentation, and collateral materials required to facilitate the closure of loans
Ensure that all necessary insurance requirements and proof of coverage are in place
Maintain up‑to‑date knowledge of any special conditions or covenants related to loans
Confirm that loans have received all necessary approvals and underwriting conditions are satisfied prior to closing
Ensure compliance with all bank policies and regulatory requirements
Coordinate all appropriate details of the closing (date, time & location), and ensure all parties involved (borrower, title company, attorney or third parties) are updated and aware of specific details and any required documentation
Order titles, UCC searches, and flood certifications as needed, and ensure closing conditions have been satisfied prior to disbursement
Review all assigned loan packages, ensuring accuracy of all information prior to delivery to closing attorney or execution by customer
Ensure timely disbursement of loan funds according to closing instructions and confirm accuracy of wire instructions or check disbursement details
Maintain organized loan files and update internal systems
Provide support to loan officers when necessary, and maintain positive and consistent communication
Provide excellent customer service by being responsive and accurate with information requests and general inquiries to both internal and external clients/peers
Post-Closing Loan Administration
Verify proper recording of documents and lien perfection
Submit closed loans files to loan operations department in a timely manner
Monitor outstanding items and follow up as needed
Education and Experience
A high school diploma or equivalent is required
Bachelor’s degree or additional coursework in banking, finance or lending is an asset
A minimum of 5 years of commercial banking support experience or client service experience within a financial institution required
Loan review, documentation, client service and compliance experience required
Knowledge and Skills
Must have solid knowledge of all state and federal lending regulations
Must know TCB Bank policies, procedures, and be knowledgeable of all Bank products and services
Must be well versed in insurance and documentation requirements for all loan products
Must have in‑depth understanding of interest and payment calculations
Must have excellent verbal and written communication skills as well as well‑developed client service skills
Excellent organizational, time management and administrative skills required
Proficiency in the use of Microsoft Word, Excel and Outlook is required
Should be knowledgeable with utilization of a LOS platform
This role involves a high level of personal contact with others both inside and outside of the organization for purposes of giving or obtaining information, building relationships, and soliciting cooperation, therefore listening, influencing, negotiating, client focus, conflict resolution and clear & logical communication is required.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance and Sales
Industry
Banking
Referrals increase your chances of interviewing at The Claxton Bank by 2x
Get notified about new Loan Officer Assistant jobs in St Augustine, FL.
#J-18808-Ljbffr