Loan Assistant

This position is the Loan Assistant, responsible for providing administrative and secretarial support to the Department Manager and Loan Officer(s). The Loan Assistant performs a wide range of duties and provides assistance in gathering and compiling data, preparing various reports and maintaining loan files.

• Assist customers with application process
• Assist loan officer with preparation of loan files, renewals, modifications, etc.
• Request and obtain required documents for applicable checklists
• Assist loan officer with the preparation of adverse action notices for denied loans
• Assist loan officer with credit and collateral exception tracking
• Analyze financial statements
• Problem solving skills
• Self-starter initiative
• Written/verbal communication and presentation skills
• 3-5 years of Loan Assistant experience preferred

Knowledge of personal computers and data processing systems associated with loan operations is required. Knowledge of automation principles and current software/hardware applications is essential. Advanced computer skills including Internet operations are highly desirable. This job requires the ability to meet established deadlines, work productively in groups and individually. Communicates effectively in writing and orally, operates standard office equipment, works extended hours occasionally.

Must be willing to travel to various bank locations for training and other activities as needed.