Loan Assistant I

Responsibilities

• 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.
• Affords assistance to customers regarding loan questions or account inquiries.
• Affords assistance with bill paying and GL entries.
• Handles exception tracking and processes payments.
• Ensures regular and reliable attendance.

Requirements

• High school diploma or equivalent.
• Experience in banking, preferably with computer software and bookkeeping.

Qualifications

• 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 colleagues.
• Pays close attention to detail and works with high accuracy.
• Ability to organize and maintain an efficient work environment without supervision.
• Ability to work under pressure and handle deadlines.
• Team player mentality.

Skills

• 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 colleagues.
• Pays close attention to detail and works with high accuracy.
• Ability to organize and maintain an efficient work environment without supervision.
• Ability to work under pressure and handle deadlines.
• Team player mentality.

Benefits

• 8 paid holidays.
• 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO).
• 16 hours of paid sick time upon hire date.
• Health, dental, prescription drug card, vision, and voluntary life insurance plans.
• Health savings account with employer contributions.
• Flexible medical and dependent care spending plans.
• 401K plan after 3 months and start of next quarter with employer contributions and profit sharing.
• $50,000 group term life insurance.
• Long term disability insurance and employee assistance program.