LOAN ASSISTANT II

Job Description

Job Description

Description

GENERAL SUMMARY:

This position serves as a support to the loan department and has an advanced level of loan training and understanding.  This position can also serve as a Regional Loan Assistant trainer.  

RESPONSIBILITIES AND DUTIES:

1. Processes loans, which include:  preparation work, computer input and follow-up.  
2. May assist with loan closings.
3. Prepare reports for management.
4. May assists with preparation of loans for loan committee, as needed.
5. Establishes, maintains, and revises filing and record keeping articles, records, and other documents.
6. Assists with customers in reference to loan questions or account questions.
7. Assists with bill paying and GL entries.
8. Exception tracking and review files for outstanding information. 
9. Loan Non-Post Review and Correction.
10. Processes payments and reverse/correct payments (if needed) 
11. Reviews loans in process to ensure they balance.
12. Processes paid loans, release collateral, as needed.
13. Book and complete loan process.
14. Performs other duties as assigned.
15. Regular and reliable attendance.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Knowledge of bank operations, policies, and procedures.
• Knowledge of loan processes and basic accounting.
• Knowledge of word processing and spreadsheet software.
• Skill in communicating effectively with management, customers, and co-workers.
• Ability to pay close attention to detail and work with a high degree of accuracy.
• Ability to create an organized efficient work environment without supervision.
• Ability to work under pressure of deadlines.
• Ability to function as a team player.

EDUCATION AND EXPERIENCE:

• High School diploma or equivalent experience in banking.
• Previous experience with computer software and bookkeeping preferred.
• Previous loan processing experience preferred.

PHYSICAL REQUIREMENTS:

NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification.  They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel.

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