Kleberg Bank believes that the customer’s experience is our Brand. Each individual at Kleberg Bank is committed to providing “Raving Fan” customer service. Therefore, we are seeking individuals with unrivaled integrity, solid work ethic and a passion for service. If you are a long-term career-minded individual who truly cares about the community that they live in and want to grow with Kleberg Bank we are looking for you.
The Loan Assistant provides support to Relationship Managers with large or upper middle market portfolio's that have variety degree of difficulty. Performs optimum support to Relationship Managers by remaining aware of department goals, provide ongoing communication and organizing priorities to meet deadlines. Assist customers with inter-bank telephone transfers and account balances. Type loan and credit memorandums and assist Commercial Lender with loan closings and fundings. Prepare loan advances, clear up loan exceptions, and call on past due loans to secure payment.Coordinates Relationship Managers' schedules, makes appointments. Customer service skills are necessary in this position to meet with customers on the loan officer’s behalf, and they must help to determine that a loan complies with all necessary regulations. Perform other duties as assigned and including, but not limited to, items detailed below.
Review all commercial loan packages for proper documentation, determine if all commercial loan-closing documents were returned, and comply with the quality review.
Excellent verbal and written communications skill for effective interactions with customers.
Detailed oriented with ability to multi-task.
Must be self-motivated and also work in a team environment.
Excellent organizational, multi-tasking skills and ability to work with frequent interruptions.
Good time management skills, task orientation, attention to detail, and ability to work independently.