Loan Assistant II

Loan Assistant II

Job Function: Responsibilities include providing administrative support for assigned Lender(s) as required. Loan administrative duties primarily include interacting with loan administration staff, commercial lending officer(s) and customer by playing a key role in closing new business with an emphasis in loan production and ongoing loan documentation support and maintenance.
Essential Duties and Responsibilities:

• Assist in preparation of loan and sales proposals.
• Spread Financial Statements – correctly analyze and monitor financial information as required.
• Work with loan officers and loan administration to maintain loan files through all phases of the lending process.

• Provide general support by producing documentation, correspondence, handle customer inquiries and assist in problem solving.
• Order appropriate insurance, title commitments, coordinate appraisal orders and evaluations as required.
• Maintain assigned loan portfolio by making collection calls as required.

• Assist in the development of new relationships not limited to loans by working through entire new business closing/boarding process.

• Provide day-to-day Treasury Management services as required.
• Sell additional products and services to customers. Promote the Bank’s services, placing the prospect/customer in contact with the appropriate Bank personnel and follow through to determine results.

• Assist with the day-to-day operations at assigned banking center as needed, such as answering phones, directing traffic, attending to customer service needs and taking messages for loan staff.
• Willing to accept other tasks as assigned by supervisor or other members of management.
• Attends work regularly and consistently to ensure appropriate staffing needs are met in the department and the organization, and needs are met in a timely fashion
• Other tasks as assigned from time to time by supervisor or other member of management

Job Qualifications/ Required Skills and Abilities:

• Minimum of three years of experience as a Loan Assistant in a financial institution lending department
• Knowledge of lending policies and procedures is essential.
• Superior written and verbal communication skills
• Ability to create and edit documents using “Windows” software such as Excel, Word, Outlook and other applicable software, as well as working knowledge of network data system.
• Exhibit and maintain high degree of professionalism, confidentiality and integrity.
• Ability to communicate effectively and professionally at all levels of the organization.
• Attentive to detail with excellent follow through and time management skills.
• Must possess a “can do” customer-service attitude/philosophy that meets and exceeds bank standards.
• The person in this position will have a very good understanding of other product offerings of the bank that have consumer applications, including Trust, Investments and Mortgage Lending.
• To perform all job duties and maintain compliance with all banking acts, laws and regulations applicable to your job function.

Job Type: Full-time