Address
Form of workLoan Assistant
Job Description
Reports to
Market President or Loan Officer
Market President or Loan Officer
Required Education and Experience
- High school degree or GED required; some college preferred.
- 1+ years bank loan experience preferred.
- Some administrative support experience preferred.
Summary/Objective
The Loan Assistant – will provide day to day assistance to the Loan Officers.
The Loan Assistant – will provide day to day assistance to the Loan Officers.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
- Assists L.O. with new loans and assists on all other loan processes and tasks(Ag, Consumer, Commercial).
- Key responsibilities will be scanning documents, uploading documents and various data entry tasks.
- Provide customer service to loan customers as needs arise.
- Works with insurance to ensure compliance.
- Compliance with Bank Secrecy Act, OFAC and USA PATRIOT Act including Customer Identification Program, customer due diligence-beneficial ownership, identifying high risk accounts, reporting suspicious activities to Supervisor or BSA Department.
- Must be able to pay attention to details while performing multiple tasks simultaneously for periods of 2 hours or longer.
- Must be able to demonstrate strong computer skills including MS applications, loan software, etc.
- Must show up to work regularly without excessive absences.
- Must have fluency in English for effective job performance. Must be able to speak clearly, distinctly and be understood by co-workers and customers. Bi-lingual is a plus but not necessary.
- Handwriting must be legible and in standard bank-specified format for clear reading by scanners and software.
- Numbers must be recorded on forms in correct and accurate order and entered into computer systems in correct and accurate order.
- Writing skills must include the ability to spell correctly and use proper grammar and punctuation. This includes both e-mail and formal letters.
- Must be able to learn procedures within a bank-specified timeline and follow them accurately and consistently according to bank standards.
- Must be able to learn new duties and procedures and implement them into work habits within bank-specified timelines.
- Must be able to see in order to view a computer screen.
- Must be able to hear and understand verbal requests.
- Must be able to read accurately and retain information that was read and apply it.
- Must be able to lift and carry 20 pounds.
- Must be able to stand or sit for long periods (4 hours or more).
- While performing the duties of this job, the employee is regularly required to talk and hear. The employee is frequently required to sit, stand; walk; use hands and fingers, handle or feel; and reach with hands and arms.
- Other duties as assigned.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Competencies
- Communication Proficiency.
- Detail Oriented.
- Problem Solving.
- Organized and Thorough.
Supervisory Responsibility
This position has no supervisory responsibilities.
This position has no supervisory responsibilities.
Work Environment
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Position Type/Expected Hours of Work
Full time position
Full time position
Classification
Non-exempt
Non-exempt
Remote Work Availability
Not eligible for remote work.
Not eligible for remote work.
Travel
Limited travel from bank location to another bank location required from time-to-time.
Limited travel from bank location to another bank location required from time-to-time.
