Loan Assistant

Apply

Description

POSITION DESCRIPTION:

The Loan Assistant is part of the bank lending team and is accountable for providing assistance to all levels of Loan Officers in initiating, investigating, and closing of all bank loans. He/she will perform advanced clerical and secretarial duties.

Essential Functions

• Verify accuracy of commercial loan documentation of all sizes and types.
• Request and review Environmental reports, UCC searches, Appraisals and Title Commitments.
• Provide exceptional customer service in person, on the phone and through email or text.
• Provide training and guidance to other Loan Assistants as needed.
• Provide backup to the consumer loan branch person.
  
  

Competencies

• Demonstrated ability to manage time, prioritize workload and pay attention to details
• Ability to mentor and develop Loan Assistants.
• Proficient in Word, Excel, Internet and demonstrated ability to learn other computer programs.
• Ability to perform other tasks as requested.
• Ability to write clearly and concisely.
• Ability to train and mentor team members.
• High ability to problem solve in a timely manner.
• Integrity and Trust
• Ethics and Values
  
  

Requirements

DESIRED QUALIFICATIONS

• High school diploma or equivalent plus 3 - 5 years banking experience.
• Highly Proficient knowledge of loan documentation and compliance.
• Understanding of loan concepts and working knowledge of lending principles.
• Ability to prioritize and multi-task in a high pressure environment.
• Excellent interpersonal, written, and verbal communication skills
  
  

Physical Requirements

• Ability to work full time, 40 hours per week
• Ability to work overtime when there are business needs
• Standing occasionally, 33%-65% or more per day
• Sitting frequently, 66% or more per day
• Speaking occasionally, 33%-65% or more per day
• Listening occasionally, 33%-65% or more per day
• Climbing rarely, less than 33% per day
• Stooping, squatting, rarely, less than 33% per day
• Lifting up to 25lbs, occasionally, 33%-65% per day
• Manual dexterity, and fine hand manipulation, frequently, 66% of more per day
• Overhead work, rarely, less than 33% per day
  
  

If you need reasonable accommodation to do the essential job functions, please provide details on the accommodation you would like to request.

The above noted job description is not intended to describe, in detail, the multitude of tasks that may be assigned but rather to give the employee a general sense of the responsibilities and expectations of his/her position. As the nature of business demands change so, too, may the essential functions of this position.