Loan Associate

About the role

The Loan Associate performs a variety of secretarial and clerical duties. Duties, responsibilities, and activities may change at any time without notice.

Responsibilities

• Act as receptionist: answer routine information requests and direct inquiries to proper bank personnel.
• Process loans using LaserPro forms: ensure forms are properly signed, disburse loan proceeds, file mortgages, liens, UCC-1’s, and other documents in a timely manner, and follow up on pending matters until the file is complete.
• Compile information for and prepare various special reports.
• Maintain supplies, files, and records.
• Perform general duties for one or more officers, including working exceptions, tracking information on existing loans, answering telephone calls, handling routine mail, and originating replies to correspondence as directed by a supervisor.
• Be proficient in a variety of software programs and operate office equipment as required.
• Perform all other necessary duties to ensure effective workflow and realization of department and bank goals.
• Identify and report risks that could impede the reputation, safety, security, or financial success of the bank.

Requirements

• High school diploma or equivalent.
• Secretarial training.
• Two to three years of banking experience preferred.

Skills

• Ability to exhibit core values: Integrity, Enthusiasm, Accountability, Excellence, Customer First, Professionalism, and Respect.
• Excellent organizational skills and attention to detail.
• Ability to meet deadlines.
• Strong sense of teamwork and collaboration.
• Proficient with Microsoft Office or related software, with emphasis on extensive use of Excel.
• Willingness and commitment to adhere to the bank’s core values.