Loan Assistant
About the Role
Community Bank Loan Assistants have direct interface with current and potential Bank customers and work closely with the Loan Officers and other Bank staff. They provide services which include completion of loan request data sheets, closing loans with customers and disbursing funds, explaining bank products and services, solving customer problems, and answering other customer requests.
The Loan Assistant must possess a thorough knowledge of all bank products and services, fully understand and adhere to all federal and state laws and the Bank’s policies, and be able to communicate effectively with customers, at times during difficult situations. A pleasant customer service attitude is essential as well as willingness to be a team player. Loan Assistants report to the designated Officer.
Responsibilities
- Complete loan request data sheets
- Close loans with customers and disburse funds
- Explain bank products and services
- Solve customer problems and address requests
- Maintain thorough knowledge of all bank products and services
- Adhere to federal, state, and bank policies and regulations
- Communicate effectively with customers, including in difficult situations
Requirements
- Graduation from high school or equivalent GED (required)
- Some college or post-graduate technical training (preferred)
- Minimum of two years’ work experience in a customer service role or one year’s work experience in the banking industry (preferred)
- Education may be substituted for experience