Trust Administration Assistant jobs in Waterloo, IA

Description

Are you ready to embark on a rewarding career journey in the heart of our thriving financial institution? 

Fidelity Bank & Trust is seeking a highly motivated and detail-oriented individual to join our dynamic team as a Loan Administration Specialist.

If you're passionate about finance, enjoy working in a fast-paced environment, and thrive on making a difference in people's lives through responsible lending, this opportunity is for you!

Responsible for administration of commercial and/or consumer loans and provides quality service to lending staff.  May assist with training duties within the department.

Essential Functions

1. Performs the daily work of processing new loans and renewals including the preparation of tickets and making loan advances, proofreading payments and new notes, balancing loans, processing payments and/or other related miscellaneous or back-up duties.

2. Provides quality service to lending staff by providing assistance in solving customer questions/problems.

3. Assists the loan department in the documentation, standardization, and measurement of key business processes to promote a total quality management environment and to allow for the continual improvement and efficiency of key departmental processes. 

4. Updates knowledge and develops professionally on a continuing basis through various training resources. 

5. Proficient with all loan administration functions, operating as a resource for others within the department. May be asked to assist in training other loan administration staff. 

6. Assists the Loan Administration Department by performing administrative duties along with routine clerical duties.

7. Prepares administrative reports, statements, records, etc.

8. Performs routine data gathering and research.

9. Assists the department with file maintenance.

10. Develop appropriate internal controls to protect the bank’s resources.

11. Participates in civic and community activities to generate visibility for the bank. 

12. Openly communicates to all departments within the bank to determine efficiencies and improvements.

13. Responsible for maintaining compliance with all applicable law and regulations (as set forth by the Chief Compliance Officer).

14. Other duties as assigned.

Supervisory Responsibility

This position may be responsible for supervising assigned staff.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment.

Requirements

Requirements

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to stand, walk, sit, reach with arms, talk or hear and use hands to finger, handle or feel objects, tools or controls. Specific vision abilities required by this job include close vision, some distance vision, and ability to adjust focus. Some driving may be required.

Position Type/Expected Hours of Work

This is a full-time position, and typical work hours and days are Monday through Friday, 8:00 a.m. to 5 p.m. 

Travel

Some travel may be required between offices on a limited basis. 

Required Education and Experience

1. 4 year Bachelor's Degree, or;

2. 2 year Associates Degree, or equivalent work experience. 

Additional Eligibility Qualifications

None required for this position. 

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 employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

Equal Opportunity Employer: Minorities, Women, Veterans, Disabilities

Please view Equal Opportunity Posters provided by OFCCP/DOL here.

(https://www.dol.gov/agencies/ofccp/posters)

Fidelity Bank & Trust will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with Fidelity Bank & Trust's legal duty to furnish information.

If a reasonable accommodation is needed to complete the application process, please contact Human Resources at (563) 875-7157 and let us know how we can help.