Loan Assistant

About the role

This position will work collaboratively with assigned loan officers to effectively and efficiently provide credit-related services to the bank’s customers. A primary goal is to maintain a high level of customer service while serving as the first point of contact for phone calls and walk-ins for the lending department. This is a full-time role requiring 40 hours per week.

Responsibilities

• Learn, understand, and comply with bank policies and procedures, with a strong emphasis on lending policies.
• Work collaboratively with mortgage loan officers (including branch mortgage loan officers) and loan processors to provide credit-related services to customers.
• Serve as a liaison with appraisers, title officers, attorneys, insurance companies, and customers.
• At the direction of the loan officer, prepare all appropriate loan documents for the type of loan being offered, including documents necessary to obtain satisfactory perfection of the loan.
• Maintain loan files and 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 GED; two to three months of related experience and/or training, or an equivalent combination of education and experience.

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 the ability to adjust focus.