Lending Assistant II

About the role

We’re always on the lookout for talented individuals to join our expanding team. As part of the First Financial Family, we invest in your growth and offer a dynamic work environment where you’ll be challenged, valued, and empowered.

Responsibilities

• Perform administrative duties for one or more senior-level loan officers engaged in consumer/commercial loans.
• Type, file, answer phones, greet, and assist customers and potential customers via phone or email.
• Prepare loan documentation and follow up to ensure compliance with the bank’s lending processes.
• Handle special projects as assigned.
• Participate in the Customer Service First sales and service culture, supporting the organization’s values and following established company policies and procedures.

Qualifications

• Requires high school diploma and at least six years of secretarial/administrative experience, preferably in commercial or personal loans.
• A bachelor's degree with two years of administrative experience can substitute for the required experience.
• Must possess mathematical and general business knowledge.
• Good customer relations and communications, accuracy, flexibility, reliability, initiative, confidentiality, and multitasking abilities are crucial.
• Proficiency in word processing and spreadsheet software is required.
• Strong written and verbal communication skills, along with customer relations skills and professional demeanor, are essential.