Loan Assistant

About the role

Will work collaboratively with assigned loan officer specifically in our Mortgage Department to effectively and efficiently provide credit-related services to the bank’s customers. This position is responsible for maintenance of loan files as well as providing administrative support to loan officers in preparation of loan documentation at the direction of the loan officer. Our primary goal will always be to provide a high level of customer service.

Responsibilities

• Learn, understand, and comply with bank policies and procedures with a strong emphasis on lending policies
• Maintain loan files
• Provide administrative support to loan officers in preparation of loan documentation

Requirements

• Ability to type, use a 10-key, calculator, computer, and software such as Word, Excel, and Outlook
• Knowledge of banking terminology and basic accounting principles
• High school diploma or general education degree (GED)
• Register with the Nationwide Multistate Licensing System

Physical Demands

• Regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear
• Occasionally required to stand, walk, stoop, kneel, crouch, or crawl
• Must occasionally lift and/or move up to 25 pounds
• Specific vision requirements include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus