Loan Assistant

Loan Assistant

The position of the Loan Assistant is responsible for providing administrative and secretarial support to the Department Manager and Loan Officer(s). The Loan Assistant performs a wide range of duties and provides assistance in gathering and compiling data, preparing various reports and maintaining loan files.

Essential Duties:

• Types correspondences
• Assist customers with application process
• Assist loan officer with preparation of loan files, renewals, modifications, etc.
• Responsible for requesting and obtaining required documents for applicable checklists
• Loan Centralization Procedures
• Assist loan officer with the preparation of adverse action notices for denied loans
• Assist loan officer with credit and collateral exception tracking

Minimum Requirements:

• Analyze financial statements
• Cash flow analysis
• Problem solving skills
• Customer service skills
• Self-starter initiative
• Dependable transportation
• Written/verbal communication and presentation skills
• 3-5 years of Loan Assistant experience preferred

Knowledge of personal computers and data processing systems associated with loan operations is required. Knowledge of automation principles and current software/hardware applications is essential. Advanced computer skills including Internet operations are highly desirable. This job requires the ability to meet established deadlines, work productively in groups and individually. Communicates effectively in writing and orally, operate standard office equipment, work extended hours occasionally. Must be willing to travel to various bank locations for training and other activities as needed.