Loan Assistant

About the role

Will work collaboratively with assigned loan officer 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 for 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

• Responsible for learning, understanding and complying with bank policies and procedures with a strong emphasis on lending policies.

Requirements

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

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Demands

While performing the duties of this job, the employee is regularly required to:

• Sit, use hands to finger, handle, or feel, reach with hands and arms; and talk or hear.
• Occasionally stand, walk or stoop, kneel, crouch, or crawl.
• 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.