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  • Rochester, NY

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Loan Assistant II-81

Crescent Bank & Trust • Rochester, NY

Posted 6 days ago

Job Snapshot

Travel - None
Banking - Financial Services
Entry Level, Admin - Clerical, Finance


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Job Description

Crescent Bank is looking for a talented administrative professional to fill an open position as a Loan Assistant II.  The primary function of this position is to review Automobile Retail Installment Contracts and closing documents for accuracy.  This position provides clerical support through the loan origination process by working with customers, dealers, and other departments.  Strong customer service and communication skills are important in this position to act as an administrative assistant to the lending department.  They are responsible for preparing and executing the final funding of loans in accordance with established procedures and policies.

Company Profile:

Crescent Bank is a privately owned, state chartered, FDIC insured commercial bank.  We have been in business for over 25 years and are located in over 20 states.  While our primary business is providing auto loans to those who have a hard time securing a loan, we also provide a variety of personal and business banking services throughout Louisiana.  We strive for employee advancement and growth.  We offer a wide variety of benefits.  Unlike your average bankers, we actually have fun.  

  • Paid Vacation, Personal, Holiday, Bereavement, and Jury Duty
  • Medical, Dental, and Vision Insurance
  • AD&D and Multiple Life Insurances
  • Long and Short Term Disability Insurance
  • Flexible Spending Accounts (Medical and Dependent)
  • Wellness Programs
  • 401(k) with Company Match
  • Tuition Reimbursement
  • Free No Fee Savings and Checking Accounts

Essential Duties and Responsibilities:

  • Identify and resolve issues on loan closing documents.
  • Manage individual pipeline based on departmental needs.
  • Handle incoming customer service calls on a shared/rotating internal phone system.
  • Complete due diligence on outstanding verifications in compliance with company policies, including but not limited to verification of employment, income, and insurance.
  • Execute the final funding of consumer loans to dealers.
  • Communicate with Dealers, Loan Officers and customers to ensure timely processing of consumer loans.
  • Meets quality and productivity standards in accordance with Crescent Bank’s confidentiality policies and organizational values
  • Performs additional duties as needed within the department

Position Requirements:

  • High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
  • Proficient in the use of personal computers and applications including Microsoft Office and Outlook
  • Strong communication, organizational and time management skills

Job Requirements

Equal Opportunity Employer/Veterans/Disabled

Job ID: DF81
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