Loan Assistant - Eagle

About the role

The Loan Assistant, under general supervision and in accordance with established policies and procedures, provides administrative support to lenders and loan officers in gathering information required for Consumer and Commercial Loan Applications. This intermediate-level position involves extensive contact with customers and the public both in person and on the telephone.

Responsibilities

• Acts as a liaison between location officers and back office lending personnel, including booking new loans and renewals.
• Follows discussion with loan officers, communicates as appropriate with customers, and gathers all necessary information and documentation for new loan requests, renewals, and modifications.
• Prepares the weekly past due, overdraft, and maturing loan lists and assists in the collection of past due loans.
• Analyzes and prepares consumer loan packets under $100,000 and manages the process.
• Provides administrative assistance to commercial, consumer, and branch loan officers.
• Responsible for the content of and maintaining supplies of loan application packages at the direction of the bank's Compliance Department.
• Prepares appropriate loan disbursement entries (cashier’s checks, deposit, wire transfer, etc.) on signing date, according to loan disbursement instructions provided by Loan Processor.
• Performs other duties as assigned.
• May assist with opening and closing the branch.

Requirements

• Associate’s Degree (AA) or equivalent from a two-year college or technical school, or knowledge typically gained through a minimum of three (3) years progressively responsible experience in a high-demand, multi-tasked professional administrative or secretarial position; or an equivalent combination of education and experience.
• Previous bank lending experience is a plus.
• Customer Service Representative experience is preferred.
• Possession of, or ability to obtain, a valid State of Colorado Driver’s License.
• Possession of, or ability to obtain, a valid NMLS License.

Skills

• Excellent communication skills and the ability to provide courteous, knowledgeable, and professional customer service, both in person and on the telephone.
• Ability to perform a wide range of administrative and secretarial skills, including composing proper business correspondence (letters and electronic mail) to internal and external customers.
• Knowledge of general banking policies/procedures, including an understanding and application of banking compliance regulations.
• Intermediate-level mathematical skills and keyboard navigation.
• Ability to assume responsibility, display initiative, exercise good judgment, and make and act upon decisions with minimal supervision.
• Proficiency in Microsoft Office (Word, Excel, and Outlook).
• Notary Public certification is a plus.

Working Conditions

This job operates in a climate-controlled, fast-paced office environment with prolonged periods of sitting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Repetitive motion is likely. Some travel may be necessary. May occasionally be required to work weekends, after normal hours, and/or holidays.

• Regular and reliable on-site attendance is required.
• While performing the duties of this job, the employee is regularly required to stand, walk, sit, reach with arms, talk or hear, and use hands for finger dexterity, handle or feel objects, tools, or controls.
• The employee is occasionally required to climb or balance, stoop, kneel, crouch, and may occasionally use ladders for a variety of tasks.
• The employee must frequently lift and/or move 10-55 pounds and occasionally lift and/or move 20-25 pounds.
• Specific vision abilities required include close, distance, color, and peripheral vision, depth perception, and the ability to adjust focus.
• Some driving may also be required.

Pay

Starting rate of pay is from $24.00 to $29.00 per hour, depending on experience.

Benefits

For an overview of employee benefits, please visit: Alpine Bank Careers Page.