What are the responsibilities and job description for the Loan Assistant -01 position at CITIZENS BANK?
Job Details
Description
JOB SUMMARY AND OBJECTIVE
Provides administrative assistance for all loan types, including updating loan data for entry into the financial institutions computer system and preparing and assembling documentation for various types of loans.
ESSENTIAL FUNCTIONS
This position performs the following duties, including but not limited to:
Provides administrative assistance for all loan types, including updating loan data for entry into the financial institutions computer system and preparing and assembling documentation for various types of loans.
Ensures that loan files contain documents with proper signatures, dates, legal descriptions and other relevant data in accordance with government regulations and bank standards.
Assembles and verifies accuracy of loan documentation.
Assists Loan Officer in clearing loan documentation exceptions.
Maintains new and paid loan files. Performs a variety of clerical duties requiring knowledge of departmental procedures.
Orders credit reports, background checks, reference checks and other information as needed on loan applicants.
Answers telephone inquiries and written inquiries concerning loan processing and information.
Cross-markets financial institution products and services as appropriate.
Performs other duties as assigned by supervisor.
Qualifications
MINIMUM REQUIREMENTS
High school diploma or equivalent.
Six months to one year experience in a financial institution preferred
Knowledge of current loan compliance regulations and familiarity with current loan software preferred
Good sales, organizational and interpersonal skills.
Good oral and written communication skills in order to effectively communicate with customers and third parties about the banks loan programs and policies.
Good understanding of financial institution products and services.
Ability to read and comprehend training materials, bank communications and related loan manuals.
Ability to learn and follow bank policies regarding the lending process.
Proficient in Microsoft Word, Excel, Outlook and other common PC-based software.
