Loan Assistant

Position Summary

The position of the Loan Assistant is responsible for providing administrative and secretarial support to the Department Manager and Loan Officer(s). The Loan Assistant performs a wide range of duties and provides assistance in gathering and compiling data, preparing various reports and maintaining loan files.

Essential Duties

• Types correspondences
• Absist customers with application process
• Absist loan officer with preparation of loan files, renewals, modifications, etc.
• Responsible for requesting and obtaining required documents for applicable checklists
• Loan Centralization Procedures
• Absist loan officer with the preparation of adverse action notices for denied loans
• Absist loan officer with credit and collateral exception tracking

Minimum Requirements

• Analyze financial statements
• Cash flow analysis
• Problem solving skills
• Customer service skills
• Self-starter initiative
• Dependable transportation
• Written/verbal communication and presentation skills
• 3-5 years of Loan Assistant experience preferred

Knowledge

• Knowledge of personal computers and data processing systems associated with loan operations is required.
• Knowledge of automation principles and current software/hardware applications is essential.
• Advanced computer skills including Internet operations are highly desirable.

Other Skills

• The ability to meet established deadlines
• To work productively in groups and individually
• To communicate effectively in writing and orally
• To operate standard office equipment
• To work extended hours occasionally
• To be willing to travel to various bank locations for training and other activities as needed