Loan Assistant

About the role

This is a hybrid position responsible for entering new loan, maintenance, modification, and monetary transaction data into the commercial loan system accurately and efficiently. The role also maintains the original document File Room, including daily filing and scanning. Additional duties may include audit support, disaster recovery of loan documents, and ordering department supplies.

Responsibilities

• Become proficient in commercial loan system functions.
• Accurately input new commercial loans, maintenance, and modification data into the commercial loan system.
• Accurately input monetary transactions into the commercial loan system.
• Balance batches prior to nightly processing.
• Maintain the original loan document file room, including daily filing of original document files, keeping files in good repair, and following up on signed-out files.
• Scan and index original loan documentation.
• Perform disaster recovery document maintenance.
• Verify collateral upon receipt and confirm appropriate authorization prior to issuing Letters of Credit.
• Serve as supplies coordinator.
• Understand, report, respond to, manage, and monitor risks encountered daily as part of Dollar Bank’s risk management program.
• Comply with regulatory laws and company procedures.

Requirements

• High school diploma or GED required.
• A college degree or administrative experience required.
• Strong PC knowledge, specifically Microsoft Word and Excel.
• Ability to retrieve files weighing approximately 5 to 10 pounds from 7-foot-high shelving units (safety ladder provided). Bending and stretching required.

Preferred Qualifications

• Knowledge of filing procedures.
• Excellent numeric input and typing skills.
• Good oral communication skills.
• Ability to work independently with minimal supervision.
• Math and/or accounting aptitude.
• Prior knowledge of loan documentation.
• Experience with Microsoft Access.

Schedule

This is a hybrid position which requires in-office hours.