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Form of workLoan Assistant I
Job Function: Responsibilities include providing administrative support for assigned Lender(s) as required.Loan administrative duties primarily include interacting with loan administration staff, 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.
- 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.
- Spread Financial Statements - analyze and monitor financial information as required.
- Order appropriate insurance, title commitments, coordinate appraisal orders and evaluations as required.
- Maintain assigned loan portfolio by making collection calls as required and keeping documentation exception count at or below bank standards.
- Assist with day-to-day Treasury Management services Assist in the development of new relationships not limited to loans by working through entire new business closing/boarding process.
- Sell additional products and services to customers, including Treasury Management.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:
- Bachelor's degree in business, finance or related field preferred
- Prior experience in financial institution lending department preferred
- Knowledge of lending policies and procedures required
- Superior verbal and written communications skills
- Exhibit and maintain high degree of professionalism
- Maintain high degree of confidentiality and integrity
- Ability to communicate effectively and professionally at all levels of the organization
- Excellent follow through and time management skills
- Strong attention to details
- Excellent organizational skills
- Must exhibit good business acumen
- Ability to multi-task and problems solve
- Proficient with PC, web, and Microsoft Office applications
- Must possess a can-do customer-service attitude/philosophy
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)
