Lending Assistant

Responsibilities

• Prepare loan papers, documents, files and correspondence
• Aid the lender in collecting financial and related data in order for the lender to determine the general credit worthiness of the prospects and the merits of the specific loan request
• Collect information reflecting the current credit worthiness of customers and the current merits of existing loans
• Assist the lender by monitoring the overdraft list in his/her absence and calling for deposits as needed
• Aid in collection efforts through preparing correspondence and monitoring payments
• Aid in preparing management reports including past due reports
• Prepare all the necessary entries to book loans including loan proceeds checks
• Aid loan customers on a daily basis with their deposit inquiries and problems
• Follow-up on tickler exceptions
• Keep records and prepare master note draws, construction lines of credits, and other business related lines of credit
• Determine loan documentation and compliance documents needed for loans
• Close loans on a regular basis
• Aid the lender in monitoring and collecting information needed for notes to be renewed
• Work as a Personal Banker when needed
• Aid in other branch assignments as needed
• Perform other related duties as assigned

Qualifications

• High School diploma or equivalent required
• Minimum of 2 years job related experience
• Ability to operate a personal computer using Microsoft Word and Excel
• Working knowledge of SBLU, BBLU, CLU, and the LSP (Small Business Lending Unit, Business Banking Lending Unit, Commercial Lending Unit, and the Loan Submission Package)
• Basic knowledge of accounting
• Ability to deal tactfully and effectively with customers issues as well as co-workers
• Technical knowledge and proficiency to handle the activities and responsibilities of the job
• Excellent organizational skills and ability to multi-task