Loan Admin Assistant / Personal Banker II
NBT Financial Bank, Fort Worth, TX, United States
Overview
Since its inception in 1973, the shareholders and management of NBT have maintained the same long term vision for the bank. We are a locally owned, independent, community bank that intends on providing prompt, courteous service to our customers, and looks to establish long term relationships with those we serve.
NBT is a community bank, which means we believe in serving and supporting the markets where we are located. NBT strongly encourages all employees to take an active role in the communities they serve. There will be multiple opportunities throughout the year where NBT will ask for employee volunteers to help at events the bank has sponsored. These are great opportunities for NBT employees to serve our communities, while also spreading NBT’s brand. NBT also has a Community Involvement Program, where employees can earn additional PTO by volunteering at qualified events.
Classification:
Non-Exempt
Reports to:
Branch President/Branch Manager
Locations Hiring:
Willow Park, Grapevine, and Northside Fort Worth Branch.
Responsibilities Summary/Objective:
This position performs loan administrative duties for loan officers and provides high-quality customer service. It involves problem-solving, loan preparation, account management, and assisting officers with daily operations.
Primary Responsibilities:
Assist customers with loan information, applications, and documentation.
Prepare complex loans, open consumer and commercial accounts, and support loan officer write-ups.
Manage loan documents, GL tickets, funding authorization, and scanning to portals.
Prepare loan extensions, draw requests, title paperwork, interest calculations, and payoff info.
Maintain loan exception lists, collateral, and insurance documents.
Conduct collateral evaluations (NADA, TruckPaper), appraisal requests, and environmental reports.
Personal Banker Duties:
Process deposits, withdrawals, cashier’s checks, loan payments, and safe deposit box payments.
Operate cash drawers, ATMs, coin machines, and vaults under dual control.
Provide teller services, account openings, debit/credit card issuance, E-Banking/Mobile Banking support.
Maintain account documentation, ODP products, and CD transactions.
Handle debit card disputes, check errors, and other customer inquiries.
Scan and index documents, maintain filing systems, and ensure compliance.
Collections Duties:
Process incoming/outgoing collections, maintain audit records, remit payments, and track forms/supplies.
Position Qualifications
Ability to handle confidential information.
Prior knowledge of loan documentation.
Flexible, organized, dependable, and able to multi-task.
Team-oriented with initiative and pleasant demeanor.
Education & Experience
High school diploma or equivalent.
Experience in banking with emphasis on loan operations.
Basic computer skills in Word, Excel, and Outlook.
Physical Demands
Sit/stand for extended periods, move within office, communicate with staff/customers.
Occasionally move equipment up to 50 lbs.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employees for this job. Duties, responsibilities and activities may change at any time with or without notice.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex (including pregnancy) age, national origin, disability, genetic information, protected veteran status, or protective hairstyle and any other characteristic protected by federal, state or local laws.
A disabled individual requiring reasonable accommodation shall not be denied the opportunity due to a disability. The applicant should contact Human Resources if reasonable accommodation is required during the application process at (817-752-2303).
All offers for employment with NBT are contingent upon the candidate having successfully completed a criminal background check. NBT will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state, and Federal law, including Section 19 of the Federal Deposit Insurance Act.
NBT Financial Bank is an equal opportunity/disability/protected veteran status employer.
If interested please email resume to nbthrdept@nbt.bank.
#J-18808-Ljbffr
NBT is a community bank, which means we believe in serving and supporting the markets where we are located. NBT strongly encourages all employees to take an active role in the communities they serve. There will be multiple opportunities throughout the year where NBT will ask for employee volunteers to help at events the bank has sponsored. These are great opportunities for NBT employees to serve our communities, while also spreading NBT’s brand. NBT also has a Community Involvement Program, where employees can earn additional PTO by volunteering at qualified events.
Classification:
Non-Exempt
Reports to:
Branch President/Branch Manager
Locations Hiring:
Willow Park, Grapevine, and Northside Fort Worth Branch.
Responsibilities Summary/Objective:
This position performs loan administrative duties for loan officers and provides high-quality customer service. It involves problem-solving, loan preparation, account management, and assisting officers with daily operations.
Primary Responsibilities:
Assist customers with loan information, applications, and documentation.
Prepare complex loans, open consumer and commercial accounts, and support loan officer write-ups.
Manage loan documents, GL tickets, funding authorization, and scanning to portals.
Prepare loan extensions, draw requests, title paperwork, interest calculations, and payoff info.
Maintain loan exception lists, collateral, and insurance documents.
Conduct collateral evaluations (NADA, TruckPaper), appraisal requests, and environmental reports.
Personal Banker Duties:
Process deposits, withdrawals, cashier’s checks, loan payments, and safe deposit box payments.
Operate cash drawers, ATMs, coin machines, and vaults under dual control.
Provide teller services, account openings, debit/credit card issuance, E-Banking/Mobile Banking support.
Maintain account documentation, ODP products, and CD transactions.
Handle debit card disputes, check errors, and other customer inquiries.
Scan and index documents, maintain filing systems, and ensure compliance.
Collections Duties:
Process incoming/outgoing collections, maintain audit records, remit payments, and track forms/supplies.
Position Qualifications
Ability to handle confidential information.
Prior knowledge of loan documentation.
Flexible, organized, dependable, and able to multi-task.
Team-oriented with initiative and pleasant demeanor.
Education & Experience
High school diploma or equivalent.
Experience in banking with emphasis on loan operations.
Basic computer skills in Word, Excel, and Outlook.
Physical Demands
Sit/stand for extended periods, move within office, communicate with staff/customers.
Occasionally move equipment up to 50 lbs.
Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employees for this job. Duties, responsibilities and activities may change at any time with or without notice.
All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex (including pregnancy) age, national origin, disability, genetic information, protected veteran status, or protective hairstyle and any other characteristic protected by federal, state or local laws.
A disabled individual requiring reasonable accommodation shall not be denied the opportunity due to a disability. The applicant should contact Human Resources if reasonable accommodation is required during the application process at (817-752-2303).
All offers for employment with NBT are contingent upon the candidate having successfully completed a criminal background check. NBT will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state, and Federal law, including Section 19 of the Federal Deposit Insurance Act.
NBT Financial Bank is an equal opportunity/disability/protected veteran status employer.
If interested please email resume to nbthrdept@nbt.bank.
#J-18808-Ljbffr