Loan Administrative Executive Assistant - Raleigh

At Southern First, we believe banking is about people, and we’re making a difference one client and one banker at a time. Rooted in service and family, our core values make up the foundation of our company and the way we do business. Those values include caring, serving, and loving others. Every day, our team proudly carries out our mission of impacting lives in the communities we serve.

Headquartered in beautiful Greenville, SC, Southern First is locally owned and growing Southeastern markets in three states. Our relationship-first approach to banking is backed by our commitment to investing in easy-to-use technology, giving our clients all of the tools they need to easily manage their finances whenever, wherever.

If you are passionate about impacting lives in our community and building long-lasting client relationships, we’d love for you to join our team. We care. We serve. We love. 

ESSENTIAL RESPONSIBILITIES

• Prepare of loan closing packages, scheduling of loan closing dates and communications/correspondence with attorneys


• Disburse of loan proceeds upon receipt of executed loan documents by way of official checks, wired funds or deposits to client accounts


• Quote and process loan payoffs as requested by providing correct entries and issuing payment for any overage as needed


• Coordinate with inspectors/appraisers in the disbursement of construction loan advances


• Process payment of invoices and fees as needed


• Ability to work directly with client if a loan officer is not available.


• Answer client inquiries which may require research as to payments, billing notices or loan documentation


• Work and satisfy exceptions report to maintain minimum percentage of outstanding exceptions per loan volume


• Provide loan department with copies of loan payoff requests in a timely manner, documentation to be filed in credit and real estate files


• Provide assistance to other lenders if needed


• Handle company funds


• Complete other duties as assigned

ESSENTIAL SKILLS, EDUCATION AND EXPERIENCE

• High school diploma with previous banking and/or financial experience


• College experience in a business field of 2 to 4 years is preferable


• Knowledge of banking terminology and procedures


• Interpersonal skills to represent the Bank in a positive way in dealing with clients and other team members


• Ability to adjust to change and a willingness to be a team player


• Maintain regular consistent and professional attendance, punctuality and personal appearance


• Ability to work independently and take initiative to exercise judgment and make decisions within scope of authority


• Ability to solve problems using combination of intuition and analytics


• Ability to think and act quickly and to follow procedures


• Demonstrate high level of competency with secretarial duties and working knowledge of composing written communications


• Knowledge of documentation and compliance regulations required for both business and consumer loans


• Computer literate with word processors and ability to learn new programs as implemented for loan processing and client inquiry

WORK CONDITIONS

• Regular and predictable attendance


• Able to sit in front of a computer for extended periods of time


• Little to no travel

This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment nor does it alter your at-will employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.