Consolidated Loan Processing Assistant

Loan Clerk

Provide a wide variety of clerical and administrative support to Commercial and Consumer Loan Officers.

• Coordinate loan closings with customers for new loans, extensions/modifications of existing loans.
• Provide backup support to other loan assistants when necessary.
• Answer the phones and greet customers for new accounts, mortgage loans, and teller line to ensure timely service.
• Exercise independent judgment under moderate supervision.
• Conduct relationships and activities consistent with established bank policies, procedures, and systems, corporate code of conduct, Bank Secrecy Act, and applicable laws and regulations.
• Work directly with lenders to provide administrative support in all areas of the loan process, including handling phone calls, taking messages, scheduling appointments and meetings, and assisting with meeting preparation.
• Prepare and work exception reports as requested by lenders (e.g., Technical Exception lists, Expired/Cancelled Insurance reports, Past Due Reports).
• Facilitate processing of loan payments and loan advances as requested by customers.
• Coordinate closings with customers for approved commercial and installment loans; respond to inquiries regarding loan status, technical exceptions, documents, and other banking questions.
• Work with the Loan Processing team to ensure all documents required for new loans are obtained.
• Order supporting documentation for closings as needed (flood determinations, credit bureaus, appraisals, title work, UCC searches, insurance, etc.).
• Prepare loan documentation for loan closings.
• Close loans with customers and book new loans after closing, including filing and perfecting liens, disbursing funds, and scanning all documents into the electronic loan file.
• Provide accurate product information and actively seek cross‑sell opportunities.
• Establish, implement, and maintain procedures to assure all loan actions are processed correctly and timely.
• Maintain a comprehensive procedures manual on all job responsibilities.
• Demonstrate proficiency in providing exemplary customer service in person and by phone, maintaining a friendly, positive, and professional attitude.
• Operate a variety of office administration equipment and programs.
• Advise on problems with procedures, policies, calculations, deadlines, and other issues.
• Maintain a neat and orderly work area; ensure confidential records are secured or disposed of properly.
• Attend and complete all required training.

• High school education or equivalent.
• At least two years of general office experience or completion of an associate’s degree in administrative office systems or related area.
• Previous experience as a loan assistant is desirable.
• Effective oral and written communication skills.
• Strong customer relationship skills and ability to work well with supervisors, co‑workers, and customers cooperatively and positively.
• Typing speed of at least 50 words per minute.
• Letter formatting skills.
• Computer experience is desirable.
• Attention to detail.
• Ability to operate a variety of office equipment.

• Regularly required to sit, stand, walk, talk; occasionally required to stoop, kneel, or crouch.
• Frequently lift and/or move up to 20 pounds.
• Specific vision abilities include close vision.

Entry level

Full‑time

Finance and Sales