Loan Officer Assistant

Responsibilities

• Per lender intent, originate and process loan documentation for commercial, retail, mortgage, equity line and all other Bank open-end credits.
• Work closely with the Loan Officer and the customer from the start of the loan process to the closing of the loan.
• Prepare any attorneys’ letters and coordinate loan closing with attorney.
• Deliver and pick up loan closing packages when needed.
• Handle the loan disbursements with the Loan Officer’s approval.
• Prepare pertinent loan documents from final CCUS.
• Have a working knowledge of current regulations and Bank loan policies.
• Aid the loan officer(s) in keeping all operation and documentation requirements current.
• Monitor and advise when credits mature and process any renewals as approved by the Loan Officer.
• Contact the customer for any future required credit documentation upon discussion with the Loan Officer.
• Assist the Loan Officer(s) with the preparation of letters relative to the collection and/or maintenance of an account.
• Address customer concerns with Loan Officer(s), research issues and address customer needs as required.
• Perform other duties as assigned.