Loan Assistant

Job Summary
Under the direction of the Lending Officer, process loan documents, supporting documents and renewals for all lending officers. Ability to perform all the duties associated with Loan Department operations in primary support of the Lending Department.
Primary Accountabilities

• Perform all duties necessary to originate loan documents on the Banks loan processor system as directed by lending officers. Ensure the accuracy of these documents prior to giving to lending officers for loan closing.
• Assist in full range of duties pertaining to the loan processing, servicing, auditing and reporting function, including but not limited to the uploading and input of new, renewed, extended and paid off loans and file maintenance of all loans.
• Provide prompt and courteous service to customers.
• Obtain credit bureau reports as requested.
• Stay abreast of all credit systems (LaserPro) software changes and updates. Serve as the primary source of information on this software and share changes with appropriate staff as needed. Incumbent should have a thorough knowledge of the system, its capabilities and its application in the Bank’s lending environment.

Secondary Accountabilities

• Conduct special projects as assigned by supervisor.
• Provide assistance to new employees as needed.
• Provide assistance to co-workers or customers with difficult problems or inquiries. Ensure prompt and courteous response to customer inquiries.
• Provide input regarding the establishment of goals for the loan department and implementation of same as necessary.
• Prepare and maintain reports, sorting and filing in appropriate manuals/books.
• Perform other duties as assigned

Qualifications

• Attainment of One - Two (1-2) years' bank customer, mortgage, or commercial loan processing/servicing experience or equivalent education in bank credit processing/servicing procedures and policies.
• Knowledge, skill and mental development equivalent to the completion of an Associate degree in Finance. In addition, specific technical school or AIB courses in commercial lending, consumer credit, real estate lending and/or licensing banking operations or equivalent experience is required.
• Successful accomplishment of specified performance objectives as outlined for the incumbent by the department and/or Bank management.
• Excellent verbal communication skills as evidenced by the ability to interact both in-person and over the telephone with customers and co-workers. Demonstrated ability to use discretion, tact, and diplomacy when dealing with customers and co-workers, and a positive professional appearance at all times.
• Good math skills.

Qualifications

Skills

Required
Microsoft Office
Advanced

Excel Software
Advanced

Oral and Written Communication
Advanced

Business Ethics
Advanced

Proper Business Etiquette
Advanced

Willing to Learn
Advanced

Ability to identify loan documents
Advanced

Behaviors

Required
Team Player: Works well as a member of a group

Loyal: Shows firm and constant support to a cause

Dedicated: Devoted to a task or purpose with loyalty or integrity

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Motivations

Required
Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Self-Starter: Inspired to perform without outside help

Goal Completion: Inspired to perform well by the completion of tasks

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Education

Preferred
Bachelors or better in Banking/Financial Service or related field.

Experience

Preferred
1-2 years: Banking, mortgage or commercial loan Experience

1-2 years: Loan Assistant Experience

Licenses & Certifications

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Job Type: Full-time