Senior Loan Assistant (SENIO013135)

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Working with Loan officers, customers and others to obtain required information and documentation necessary to properly analyze commercial credit requests.
• Working closely with the Loan Operations Staff to insure efficient, thorough and accurate preparation of loan documentation.
• Assisting Loan Officers with the data entry into various spreadsheets, analytical software and bank data systems.
• Makes preparations and maintenance of lien perfection documents, loan exhibits and other forms and ancillary loan documents and proofreads all loan documents for accuracy.
• Captures and maintains credit files for assigned areas.
• Prepares and documents draw requests.
• Answers phone and written inquiries concerning loan processing, servicing and information or file maintenance.
• Ensures timely obtaining of all tracked/required information required from clients and regularly reviews document exception reports to insure timely elimination of items.
• Completes required BSA/AML training and other compliance training as assigned.

QUALIFICATIONS

• Broad knowledge of such fields as accounting, marketing, business administration, finance, etc.
• Educational background equivalent to a four year college degree, plus 3 years related experience and/or training, and 7 to 11 months related management experience, or equivalent combination of education and experience.
• Ability to read, analyze, and understand general business/company related articles and professional journals.
• Ability to speak effectively before groups of customers or employees.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
• Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.
• Advanced: Spreadsheet, Word Processing/Typing
• Intermediate: Presentation/PowerPoint