Loan Assistant

Job Summary

This position is responsible for providing support and assistance during the process of loan underwriting and maintaining customer communication throughout the life of the loan. The individual will perform various duties that support loan customers and develop new customer relationships. Job functions include commercial, consumer, and real estate loans. The Loan Assistant must be fully knowledgeable and skilled in all areas of loan servicing and is expected to provide leadership, training, and support to less experienced department personnel.

• Adheres to Loan Policy and Procedures set forth by the bank.
• Performs all related Loan Department responsibilities, including running credit reports and conducting account research; processing consumer, commercial, and real estate loan payments and advances; reviewing loan approvals for completeness; generating loan documents; preparing and sending commitment, engagement, auction and decline letters; boarding loan documents on the bank’s computer systems; entering data to correct or update loan records; maintaining credit files; closing paid loans and terminating collateral when applicable.
• Maintains and updates UCC‑1 filings.
• Monitors tickler reports and follows up on exceptions; work daily and monthly reports; and distribute daily and monthly reports as needed.
• Accepts and processes loan payments, transfers, and advances.
• Performs computer input relating to loan applications, computes interest and payments.
• Performs customer service duties including answering the telephone and handling loan customer service requests received in person or by phone.
• Sends form letters and brochures to customers.
• Advises customers by phone or in writing about loan or credit information.
• Promotes and cross‑sells other establishment products and services as appropriate to customer requirements.

There are no direct supervisory responsibilities for this position.

High school diploma or GED; college certificate preferred but not required. At least 2–3 years of similar work experience.

• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
• Ability to interpret instructions furnished in written, oral, diagram, or schedule form.

• Read, analyze, and interpret technical procedures and/or government regulations.
• Write reports, business correspondence, and procedure manuals.
• Effectively present information and respond to questions from other employees, customers, and the general public.
• Calculate basic math figures and amounts; apply concepts of basic algebra and geometry.
• Use Microsoft Internet Explorer and Microsoft Office software.

This position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must be able to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The job is performed in a typical business office with moderate noise, services open to the public, and the ability to work in a confined area typically indoors.

All employees are required to attend training as required by GPB and to support the overall compliance program by complying with all laws, policies, and procedures.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.