Branch Loan Assistant

About the Role

Provides assistance to designated officer(s) in their role as Commercial Loan Officer and Consumer Loan Officer. Serves as front-line contact for all current and potential commercial and consumer loan customers. Performs administrative paperwork and maintains existing customer accounts while delivering legendary service and proper phone etiquette.

Responsibilities

• Manages customer overdrafts, advance requests, loan requests, and extensions with discretion; communicates with officers when necessary.
• Applies bank and departmental policies to make appropriate decisions.
• Reviews loan packets for exceptions, real estate evaluations, financial information, and insurance.
• Closes loans after meeting requirements and addressing exceptions.
• Reports policy or procedural issues to leadership for changes.
• Assists with commercial and personal loans across Centralia, Hallsville, Sturgeon, Boonville, Ashland, Mexico, Vandalia, Moberly, and other locations as assigned.
• Collaborates with officers and assistants in Commercial Lending, Consumer Lending, Mortgage Lending, and Credit Administration.
• Coordinates with internal bank departments, title companies, insurance companies, attorneys, and government agencies.
• Prioritizes tasks efficiently in a fast-paced environment with frequent interruptions.
• Maintains Legendary Service Standards with customers and staff.
• Complies with banking regulations, including the Bank Secrecy Act and information security initiatives.

Training will take place in Columbia; mileage will be reimbursed.