LOAN ASSISTANT II

Description/Job Summary

This position serves as a support to the loan department and has an advanced level of loan training and understanding. This position can also serve as a Regional Loan Assistant trainer.

Responsibilities/Duties

1. Processes loans, which include: preparation work, computer input, review for accuracy, and follow-up.
2. May assist with loan closings.
3. Prepare reports for management.
4. May assists with preparation of loans for loan committee, as needed.
5. Establishes, maintains, and revises filing and record keeping articles, records, and other documents.
6. Assists with customers in reference to loan questions or account questions.
7. Assists will bill paying and GL entries.
8. Exception tracking and review files for outstanding information.
9. Loan Non-Post Review and Correction.
10. Processes payments and reverse/correct payments (if needed).
11. Reviews loans in process to ensure they balance.
12. Processes paid loans, release collateral, as needed.
13. Book and complete loan process.
14. Performs other duties as assigned.
15. Regular and reliable attendance.

Preferred Skills

• Skill in communicating effectively with management, customers, and co-workers.
• Ability to pay close attention to detail and work with a high degree of accuracy.
• Ability to create an organized efficient work environment without supervision.
• Ability to work under pressure of deadlines.
• Ability to function as a team player.

Preferred Experience

• Previous experience with computer software and bookkeeping preferred.
• Previous loan processing experience preferred.
• Knowledge of bank operations, policies, and procedures.
• Knowledge of loan processes and basic accounting.
• Knowledge of word processing and spreadsheet software.

Required Education

High School diploma or equivalent experience in banking.

Details

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:

• 8 paid holidays
• 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.
• New employees will receive 12 hours of paid sick time upon their hire date
• After five years, 22 PTO days each year
• Health, dental, prescription drug card, vision, and voluntary life insurance plans
• Health Savings Account with employer contributions
• Flexible medical and dependent care spending plans
• Parental Leave after one year of full time employment
• 401K plan after 3 months and start of next quarter with employer contributions and profit sharing
• Free checking account and basic printed checks
• Free safe deposit box
• $15,000 group term life insurance
• Long term disability insurance
• Employee Assistance Program
• Educational Assistance