Loan Assistant

Job Overview Are you detail-oriented, relationship-driven, and energized by supporting business growth? As a Loan Assistant, you’ll play an essential role in helping our Commercial and Agricultural lenders deliver an exceptional client experience. You’ll be the trusted partner behind the scenes, proactively managing loan portfolios, coordinating the loan process from application to closing, and ensuring every detail is handled accurately and efficiently. You’ll serve as a key connection point between clients, lenders, underwriting, and loan operations, helping move deals forward while building strong, lasting relationships. Your work will directly support local businesses and agricultural clients by streamlining documentation, facilitating communication, and ensuring a smooth, responsive lending experience. By combining organization, problem‑solving, and outstanding service, you’ll contribute to client retention, business development, and the overall success of our lending team. Responsibilities Retain and develop commercial and agricultural client relationships. Assist clients with various requests, including line of credit draws, overdraft information, and other duties that do not require lender attention. Build trust and rapport with clients by being a confidential/direct contact. Act as a liaison between clients, lenders, loan production, underwriters, and other bank personnel, facilitating open lines of communication. Promote and refer other bank products and services to solidify the banking relationship. Assist lenders with appointment and meeting calendars and attend outside client meetings as needed. Support lenders and loan production with past‑due reports, collection calls, and collection of financial statements. Enter data into the loan and/or banking systems as needed or requested, including logging and related tasks. Coordinate the loan process from application to closing, ensuring all details are handled accurately and efficiently. EEO Statement The State Bank of Cross Plains values a diverse workforce and is an affirmative action/equal opportunity employer. Minorities, females, veterans and individuals with disabilities are encouraged to apply. Consistent with the State Bank of Cross Plains commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment, or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at View phone number on click.appcast.io or email us. Application Instructions Apply Online: ipc.us/t/0A4BA27CD50D4E56 #J-18808-Ljbffr