Loan Assistant II

This position serves as a support to the loan department and has an advanced level of loan training and understanding. It can also serve as a Regional Loan Assistant trainer.

Responsibilities

• Processes loans, including preparation work, computer input, and follow-up.
• May assist with loan closings.
• Prepare reports for management.
• May assist with preparation of 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 general ledger entries.
• Tracks and reviews exceptions; reviews files for outstanding information.
• Performs loan non-post review and correction.
• Processes payments and reverses/corrects payments if needed.
• Reviews loans in process to ensure they balance.
• Processes paid loans and releases collateral as needed.
• Books and completes the loan process.
• Performs other duties as assigned.
• Regular and reliable attendance.

Requirements

• Knowledge of bank operations, policies, and procedures.
• Knowledge of loan processes and basic accounting.
• Knowledge of word processing and spreadsheet software.
• Skill in communicating effectively with management, customers, and co-workers.
• Ability to pay close attention to detail and work with a high degree of accuracy.
• Ability to create an organized, efficient work environment without supervision.
• Ability to work under pressure of deadlines.
• Ability to function as a team player.

Qualifications

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

Pay

Hourly $27 - $40

Benefits

Benefits for employees working at least 35 hours per week include:

• 8 paid holidays.
• 17 PTO days each year for the first five years of employment (employees must complete a 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.

If working less than 35 hours per week, the above benefits are modified.