Loan Assistant

About the role

The role involves assisting loan officers with administrative lending and clerical duties.

Responsibilities

• Serve as primary receptionist for Loan Officers and assist with the loan needs of the branch/market.
• Greet and direct visitors applying for a loan.
• Organize loans for customer signature and loan processing; preparing loans for booking; typing credit memos, letters and correspondence.
• Cross-sell bank products.
• Answer and direct incoming calls or relay messages, as circumstances dictate.
• Complete clerical tasks such as filing, photocopying, faxing, and scanning.

Requirements

• You are self-motivated and can prioritize tasks.
• You possess excellent time management skills and strong verbal and written communication skills.
• You enjoy working with the public and can greet customers in a friendly, courteous manner.
• You can manage detailed tasks/projects with accuracy while meeting stringent deadlines.
• You care about your community and have a desire to be involved.

Qualifications

• A high school diploma or GED.
• Financial organizational skills and financial information understanding.

Skills

• Previous experience as a loan assistant may set you apart.

Benefits

• Multiple Supplemental Plans
• Disability Plans
• Life and AD&D Insurance
• Life Assistance Plan (EAP)
• Flexible Spending Accounts (Healthcare & Dependent Care)
• Paid Federal Holidays
• Vacation and PTO
• 401(k)
• ESOP

Pay

Details on pay are not specified.

Schedule

Details on schedule are not specified.