Trust Officer jobs in Raleigh, NC

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Loan Officer Assistant III
  • Southern Bank and Trust
  • Rocky, NC FULL_TIME
  • Position: Loan Officer Assistant III
    Reports To: Area Executive/City Executive/Branch Manager/Commercial Loan Manager
    Supports: All branch lenders
    Reports To This Position: None
    FLSA Status: Non-Exempt

    Role Summary:

    This position will provide all branch lending officers (retail and commercial) with a high level of administrative support to insure that all branch loans are closed and booked according to Bank policy, and in a timely and compliant manner. Responsibilities will include direct contact with loan customers, insurance agents, attorneys and others involved in loan closing and servicing to facilitate an efficient process flow. In addition this position will be very involved in the servicing of commercial and retail customers on an ongoing basis including the gathering of financial information, some basic spreading of information, preparing full banking proposals, meeting with customers/prospects to present information, handling simple retail loan requests, and coordinating strategic partner meetings.

    Specific Job Functions (Duties/Responsibilities)    :

    • Originate and process loan documentation for commercial, retail, mortgage, equity line and all other Bank open-end credits.
      • Work closely with the Loan Officer and the customer from the start of the loan process to the closing of the loan.
      • Prepare any attorneys’ letters and coordinate loan closing with attorney.
      • Deliver and pick up loan closing packages when needed.
      • Handle the loan disbursements with the Loan Officer’s approval.
      • Prepare pertinent loan documents from final CCUS.
    • Handle all credit insurance including flood insurance.
    • Have a working knowledge of current regulations and Bank loan policies.
    • Assist the loan officer(s) in keeping all operation and documentation requirements current.
      • Monitor and advise when credits mature and process any renewals as approved by the Loan Officer.
      • Contact the customer for any future required credit documentation upon discussion with the Loan Officer.
    • Assist the Loan Officer(s) with the preparation of letters relative to the collection and/or maintenance of an account.
    • Address customer concerns with Loan Officer(s), research issues and address customer needs as required.
    • Annually gather financial information from existing customers and handling of basic spreading of the information in the portfolio analysis system.
    • Originate and process simple retail loan requests for existing commercial customers to help in overall relationship development
    • Assist in preparation and presentation of full banking proposals to new and existing customers along with the Commercial Banker.
    • Coordinate and execute strategic partner meetings that will assist the Team in finding new referrals and referral sources.
    • Perform other duties as assigned.

    JOB REQUIREMENTS:

    Knowledge/Skills/Abilities Required    :

    • Working knowledge of Bank lending processes, and loan documentation criteria with over 10 years of practical experience in these areas.
    • Knowledge and background to be able to gather and spread financial information into Bank’s Financial Analysis System.
    • Knowledge and background to origination and close simple retail loan requests for business owners as part of overall Commercial Banking Team’s efforts to sell the entire relationship.
    • Responsible for representing the Bank to customers in a friendly, courteous and professional manner, and for providing prompt, efficient and accurate service in processing transactions.
    • Actively refers the Bank’s products and services in a professional manner. Maintain an up-to-date knowledge of all Bank services and products, and encourage customers to use them as needed. Prepare and participate in meetings with new and existing customers along with Commercial Banker to develop full banking relationships. Display enthusiasm for Bank products and services and appropriately refer customers
    • Organizational ability to plan for and execute on larger group meetings with Strategic Partners that will introduce the Bank as well as the development of new Referrals as well as Referral Sources.
    • Knowledgeable of Bank lending and deposit regulations, and Bank loan policies.
    • Experience with loan underwriting and processing software.
    • Ability to effectively communicate with lenders, loan customers and others internally and externally to facilitate the lending process.
    • Ability to handle sensitive information and information requests from loan customers within policy guidelines and while maintaining customer confidentiality.
    • Strong written and oral communication skills.
    • Ability to work independently with limited direct supervision.

    Education/Experience Requirements    :

    • Associates degree or higher.
    • Possess a minimum of 10 years previous lending, loan processing or equivalent experience.
    • Good interpersonal and communications skills.
    • Capable user of standard office equipment/software applications.
  • 6 Days Ago
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Trust and Estates Paralegal
  • Ultimate
  • Raleigh, NC FULL_TIME
  • Job Description Ultimate Staffing is seeking an experienced Trust and Estates Paralegal for a great law firm in Raleigh, NC. This is a full time, direct hire opportunity. Salary: $75/k to $85/k Respon...
  • 4 Days Ago
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Trust and Estate Planning Attorney
  • Brady Cobin Law Group
  • Raleigh, NC FULL_TIME
  • About UsBrady | Cobin Law Group, PLLC, is a boutique firm located in Raleigh specializing in estate planning and administration, elder law, and estate litigation. We have a family-type atmosphere and ...
  • 9 Days Ago
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Tax Manager - Trust, Estate & Gift
  • TJT
  • Raleigh, NC FULL_TIME
  • TJT is seeking a Tax Manager to help our Trust, Estate & Gift practice. As a T&E Tax Manager, you will focus on tax review and oversee all aspects of trust and gift tax planning and compliance. You wi...
  • 2 Days Ago
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Wireless Engineer - Public Trust Clearance
  • Ohm Systems, Inc
  • Raleigh, NC FULL_TIME
  • Job DetailsClearance: Active Public TrustJob DescriptionOur Client requires the supplier to augment the team and provide Wi-Fi networking, software, and hardware design, operation, and management in s...
  • 2 Days Ago
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Network Engineer - Public Trust Clearance
  • Ohm Systems, Inc
  • Raleigh, NC FULL_TIME
  • Job DetailsClearance: Public Trust Clearance Job DescriptionThe Monitoring Systems Administrator performs complex functional activities and project management for the USPS.They will be expected to reg...
  • 2 Days Ago
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0 Trust Officer jobs found in Raleigh, NC area

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Life Insurance Agent
  • Barnes Agency
  • Raleigh, NC
  • Job Description Job Description Job Title: Life Insurance Agent Company Overview: Join our dynamic and rapidly growing t...
  • 4/23/2024 12:00:00 AM
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Account Management Associate Director
  • MMS
  • Raleigh, NC
  • Job Description Job Description MMS is an innovative, data-focused CRO that supports the pharmaceutical, biotech, and me...
  • 4/23/2024 12:00:00 AM
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Paralegal - Family Law
  • Triangle Smart Divorce
  • Cary, NC
  • Are you an experienced Family Law Paralegal who is looking to make a change? Want to work somewhere where you are apprec...
  • 4/23/2024 12:00:00 AM
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Account Executive
  • Raleigh Division (PNY-RL)
  • Raleigh, NC
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 4/23/2024 12:00:00 AM
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Identity Platform (IDP) Support Engineer
  • Cisco
  • Durham, NC
  • Who We AreToday's demanding business environment is more than that - it's a period of disruption between the pandemic, g...
  • 4/22/2024 12:00:00 AM
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Bank Business Support Specialist (Remote Call Center)
  • First Citizens Bank
  • Raleigh, NC
  • Overview: The Business Support Specialist role supports Bank products or services within the Treasury Management Servici...
  • 4/21/2024 12:00:00 AM
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Area Human Resources Manager
  • Oldcastle Infrastructure
  • Raleigh, NC
  • Oldcastle Infrastructure™, a CRH company, is the leading provider of utility infrastructure solutions for the water, ene...
  • 4/19/2024 12:00:00 AM
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Business Mentor - Seasoned Executives
  • International Services, Inc.
  • Raleigh, NC
  • Job Description Job Description Mentor – an experienced and trusted adviser. We are the largest small to medium-sized bu...
  • 4/19/2024 12:00:00 AM
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About Raleigh, North Carolina

According to the United States Census Bureau, Raleigh occupies a total area of 144.0 square miles (373.0 km2), of which 142 square miles (369 km2) is land and 0.97 square miles (2.5 km2), or 0.76%, is covered by water. The Neuse River flows through the northeast end of the city. Raleigh is located in the northeast central region of North Carolina, where the Piedmont and Atlantic Coastal Plain regions meet. This area is known as the "fall line" because it marks the elevation inland at which waterfalls begin to appear in creeks and rivers. As a result, most of Raleigh features gently rolling hil...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Officer jobs
$74,638 to $106,299
Raleigh, North Carolina area prices
were up 1.5% from a year ago
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