Loan Assistant

Job Summary:

• Assist loan officers with administrative request and clerical duties. 
• Knowledge of loan documentation
• Assist with the collection of documentation and processing of commercial/consumer loans- checklist, doc sheets, GEO codes, NAICS codes, etc.
• Assist in production of documents on new, extensions / modifications and renewals of loans
• Assist pre-closing/closing tasks
• Organizing loans for customer signature and loan processing
• Review loans for documentation errors before closing
• Set up loan files, collect and review documents
• Communicate effectively with customers, real estate agents, insurance agents, and attorneys related to loan – face to face interaction, written correspondence, telephone, as well as e-mail contact
• Request title work from attorney’s
• Request insurance from insurance agents
• Addressing client issues – loan/account questions, account questions, researching and resolving problems identified by customers
• Pull credit reports on customers if needed
• Pull MS Secretary of State pages, flood certificates, car fax reports
• Prepare loan payment tickets, wire transfers, account transfers
• Prepare relationship summary on customers
• Prepare file maintenance request on loans
• Prepare credit corrections on loans
• Work portfolios on an ongoing basis for insurance, documentation, compliance, and financial statements/tax returns exceptions
• Print past due, exceptions, insurance exceptions and future maturity reports for officers
• Prepare packages for Advisory Board meetings
• Create new CIF’s for new customers in system if needed
• Cross-selling bank products
• Answering phone calls and taking messages
• Notarizing documents
• Attention to detail and ability to multi-task
• Strong communication and organizational skills
• Excellent time management skills
• Must be able to prioritize tasks and work initiative
• Ability to maintain confidentiality
• Other duties as assigned

Qualifications:

Education/Skills:

• High school diploma or equivalent required
• Understanding of customer service and intrapersonal best practices
• Strength in organization & attentiveness
• Familiarity with financial and lending practices
• Excellent written and verbal communication skills
• Able to work under pressure & meet critical deadlines
• Expertise in customer service / ability to build rapport with clients

Work Experience:

• Prior lending or related sales experienced preferred
• Demonstrated experience analyzing and interpreting data
• Demonstrated experience making solid business decisions with available information

Physical Demands:

This position requires manual dexterity, the ability to lift files and open filing cabinets. This position may also require sitting for long periods of time, bending, stooping or standing as necessary.  Must be able to lift up to 10 pounds.