Loan Assistant

Responsibilities and Duties

• Processes loans, including preparation work, computer input, and follow-up.
• May assist with loan closings.
• Prepares reports for management.
• Assists with preparing loans for loan committee, as needed.
• Establishes, maintains, and revises filing and record-keeping articles, records, and other documents.
• Assists customers with loan questions or account questions.
• Assists with bill paying and GL entries.
• Handles exception tracking.
• Processes payments.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities

• Knowledge of bank operations, policies, and procedures.
• Knowledge of loan processes and basic accounting.
• Knowledge of word processing and spreadsheet software.
• Effective communication skills with management, customers, and co-workers.
• Pays close attention to detail and works with high accuracy.
• Creates an organized, efficient work environment without supervision.
• Works under pressure of deadlines.
• Functions as a team player.

Education and Experience

• High school diploma or equivalent banking experience.
• Previous experience with computer software and bookkeeping is preferred.

Physical Requirements

• Light Work: Sitting most of the time, some walking and standing.