Loan Assistant

JOB TITLE: Loan Assistant

FLSA STATUS: Non-Exempt

DATE: September 22, 2026

SAFETY SENSITIVE: No

DEPARTMENT: Loan-Mena

REPORTS TO: VP Loan Operations

The Loan Assistant is responsible for assisting customers with general loan-related questions. Under the supervision and guidance of the Loan Operations Manager, the position will provide support for the Loan Officers by processing loans, taking applications, and assisting Loan Officers when necessary.

• Process loans and assist loan officers.
• Answer questions and phone calls when needed.
• Scan documents and check on loan files.
• Complete loans in accordance with state and federal regulations.
• Complete back office loan operations duties.
• Deliver exceptional customer service by displaying sincere, outgoing friendliness.
• Verify the accuracy and completeness of all loan applications.
• Order credit reports, NADA valuations, flood determinations, appraisals, and title searches.
• Prepare and provide all security documents for loan closings.
• Process loan cancellations and/or adverse action notices.
• Prepare loan renewal and extension requests.
• Prepare and provide loan disclosures, as necessary.
• Assemble and compile documents for loan closings.
• Submit loan applications with recommendations for underwriting approval.
• Record applications for loan information and disbursements of funds.
• Exhibit exemplary attendance and punctuality.
• Comply with company policies and procedures.
• Perform other duties as assigned.

• Knowledge of principles of lending and loan compliance.
• Knowledge of principles and processes for providing customer and personal services.
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files, and records.
• Knowledge of state and federal loan requirements and regulations.
• In-depth knowledge of products and services, including digital services and delivery options.
• Proficiency in using Microsoft Outlook, Word, and Excel programs.
• Excellent customer service, organization, and communication skills.
• The ability to multitask and prioritize multiple projects.
• Strong mathematical and analytical skills.
• Sense of discretion and willingness to maintain strict confidentiality of pertinent and sensitive information.
• The ability to maintain a high level of cooperation and rapport with all teammates to ensure accurate and efficient operations and service.
• The ability to formulate and communicate new ideas and suggestions that will improve profitability and efficiency for the bank's overall operation.
• The ability to consider the relative costs and benefits of potential actions to choose the most appropriate one.
• The ability to understand the implications of new information for both current and future problem-solving and decision-making.
• The ability to communicate information and ideas in speaking so others will understand.
• The ability to apply general rules to specific problems to produce answers that make sense.
• The ability to give full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• The ability to always promote professionalism.
• The ability to communicate effectively in writing as appropriate for the needs of the audience.
• The ability to pay close attention to detail.

This position has no supervisory responsibilities. The Loan Assistant interacts with lending staff and other team members and will frequently interact with customers.

• A high school diploma or equivalent GED is required.
• A bachelor's degree in business, finance, or accounting is preferred.
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