Loan Assistant II

General Summary

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

Responsibilities And Duties

• Processes loans, which include: preparation work, computer input and follow-up.
• May assist with loan closings.
• Prepare reports for management.
• May assists with preparation of loans for loan committee, as needed.
• Establishes, maintains, and revises filing and record keeping articles, records, and other documents.
• Assists with customers in reference to loan questions or account questions.
• Assists with bill paying and GL entries.
• Exception tracking and review files for outstanding information.
• Loan Non-Post Review and Correction.
• Processes payments and reverse/correct payments (if needed)
• Reviews loans in process to ensure they balance.
• Processes paid loans, release collateral, as needed.
• Book and complete loan process.
• Performs other duties as assigned.
• Regular and reliable attendance.

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.
• 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.

Education And Experience

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

Benefits

• For employees working at least 35 hours per week: 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.
• If working less than 35 hours per week, above benefits are modified.