Loan Assistant
Ohnward Bancshares
Loan Assistant
First Central State Bank DeWitt - DeWitt, IA 52742
This position is responsible for providing efficient and professional support to the lenders; and preparing all loan request documents.
Essential Duties and Responsibilities
- Assists all lending staff with preparation and finalization of loan documents.
- Ensure all new loans, advances and payments are accurately and timely processed into the FIS/Metavante loan system.
- Attend and participate in loan closings as requested by lender.
- Request financial information and other necessary documentation from clients as directed by lender or the loan tickler system.
- Prepare correspondence or file memos as requested by lender.
- Assist all lending staff by copying, updating, and completing a shadow file.
- Order and obtain necessary research for loan files (example, credit reports, lien search, tickler system information).
- Professionally assist customers with questions and inquires on new and existing loans.
- Maintain the RE title option/certificate of title list and make contacts as needed for missing items.
- Work with construction loans/builders to pay construction bills, send lien waivers and maintain spreadsheets.
- Assist customers with loan payments and payoff quotes as needed.
- Learn and understand the Metavante loan screens and functions, by assisting with operational functions while complying with bank policies and procedures.
- Performs other duties as assigned.
Skills and Abilities
- Good communication skills, both verbal and written.
- Ability to use a computer and software, work in documents.
- Ability to use time efficiently and effectively.
- "Can do" attitude.
- Demonstrates accuracy and thoroughness. Attention to details. Must be organized, and able to monitor work for quality.
Education and Experience
- High school diploma or equivalent.
- Associate Arts Degree; or two years' experience and/or training; or equivalent combination of education and experience preferred.
Benefits:
- Stakeholder Bonus
- Health Insurance
- Dental Insurance
- Retirement Plan (401k) 3% Safe Harbor Contribution + Discretionary Contribution
- 10 Observed Holidays
- PTO
- Group Term Life provided
- Short Term Disability - 100% provided by company
- Long Term Disability
- Maternity/Paternity Leave 100% of pay
- Community Involvement
- Pay-It-Ohnward Company Giving Program
- Grilling for Charity Community Donations
- Thank God Its Monday (TGIM) Company Event
Equal Opportunity Employer
Ohnward BancsharesVacancy posted 4 days ago
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