Trust Administration Assistant supports Trust Estate Officers in servicing accounts and responding to customer requests. Processes sales and purchases of securities and other investment related transactions. Being a Trust Administration Assistant tracks confirmations, audits transactions according to policy. Researches and resolves any issues. Additionally, Trust Administration Assistant may require an associate degree. Typically reports to a supervisor. The Trust Administration Assistant works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Trust Administration Assistant typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
General Description:
This full-time position will be responsible for all facets of maintaining the Bank’s loan customer files in an orderly, accurate and complete manner while providing assistance to lenders in the administration of new and renewed loans. Duties will include, but will not be limited to, indexing and scanning loans, uploading and inputting new and renewed loans, processing incoming mail as well as credit verification inquiries and minimizing exceptions. The qualified candidate should be prepared to work closely with internal employees to include not only the loan administration department, but also loan officers and other departments as well. Limited contact with the public is required. Precision, accuracy and attention to detail will also be key qualities for the preferred candidate. A high level of quality work in an efficient manner will need to be maintained.
Skills and Characteristics for Applicants:
· Previous bank experience, preferably involving loan documentation
· Computer skills to include Microsoft Office and Excel
· Typing and 10 key calculator skills
· Ability to meet deadlines
· Excellent customer service skills
Educational Requirements:
Educational background requirements include a high school diploma or equivalent.
Texas Gulf Bank is an Equal Opportunity Employer and gives full consideration to all qualified applicants and does not discriminate on the basis of any protected class or trait including race, religion, color, sex, sexual orientation, gender identity, national origin, disability or veteran status.
Job Type: Full-time
Pay: $16.00 - $20.00 per hour
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Work Location: In person
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