Loan Assistant; LOANA

Position: Loan Assistant (LOANA013136)
Location: Mountain View

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013136) role at Centennial Bank

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013136) role at Centennial Bank

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The Loan Assistant is primarily responsible for assisting commercial

lenders. The Loan Assistant will verify, compile, and complete loan

applications. In addition, this position will prepare new loan requests

to submit to loan processing, review the loan file to verify that data

is complete and meets established standards. The Loan Assistant will

process documentation of loans and extensions; close loans and prepare

for booking, compute payment and interest, and handle telephone

inquiries promptly and professionally.

Essential Duties And Responsibilities

1  Review completed LOM for accuracy. This duty is performed daily,

about 5% of the time.  

• Order supporting documentation. This duty is performed daily, about

10% of the time.  

• Submit LOM to loan ops. This duty is performed daily, about 10% of

the time.  

• Perform pre-funding review. This duty is performed daily, about 15%

of the time.  

• Close loan if needed / Fund Loan. This duty is performed daily, about

10% of the time.  

• Prepare loan package for shipping and booking. This duty is performed

daily, about 15% of the time.  

• Pull maturity and past due reports. This duty is performed daily,

about 5% of the time.  

• Inform officer of required documentation for loan renewals. This duty

is performed daily, about 5% of the time.  

• Prepare basic Loan Offering Memorandum. This duty is performed daily,

about 5% of the time.  

• Assist in clearing collateral / credit exceptions. This duty is

performed daily, about 5% of the time.  

• Process draw requests / loan payments / transfers. This duty is

performed daily, about 5% of the time.  

• Handle loan research issues / questions. This duty is performed

daily, about 5% of the time.  

• Forward documents to loan ops for scanning. This duty is performed

daily, about 5% of the time.  

• Completes required BSA/AML training and other compliance training as

assigned. This duty is performed annually.  

• The ability to work in a constant state of alertness and in a safe

manner.  

• Perform any other related duties as required or assigned.

** QUALIFICATIONS*
* To perform this job successfully, an individual must be able to perform

Each Essential Duty Mentioned Satisfactorily. The Requirements Listed

below are representative of the knowledge, skill, and/or ability

required.

** EDUCATION AND EXPERIENCE*
* High school or GED, plus specialized schooling and/or on the job

education in a specific skill area; e.g. data processing,

clerical/administrative, equipment operation, etc, plus 2 years related

experience and/or training, or equivalent combination of education and

experience.

** COMMUNICATION SKILLS*
* Ability to read and understand documents such as policy manuals, safety

rules, operating and maintenance instructions, and procedure manuals;

Ability to write routine reports and correspondence. Ability to

effectively communicate information and respond to questions in

person-to-person and small group situations with customers, clients,

general public and other employees of the organization.

** MATHEMATICAL SKILLS*
* Ability to add, subtract, multiply and divide numbers. Ability to

perform these mathematical skills using money and other forms of

measurement.

** CRITICAL THINKING SKILLS*
* Ability to utilize common sense understanding in order to carry out

written, oral or diagrammed instructions. Ability to deal with problems

involving several known variables in situations of a routine nature.

** REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS*
* Not indicated.

** PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS*
* Notary Public

** SOFTWARE SKILLS REQUIRED*
* Intermediate:
Word Processing/Typing

Basic: 10-Key, Accounting, Alphanumeric Data Entry, Contact Management,

Database, Spreadsheet

** WORKING CONDITIONS*
* Periodically exposed to such elements as noise, intermittent standing,

walking, occasionally pushing,…