Loan Assistant

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.

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

• Knowledge of bank operations, policies, and procedures.
• Knowledge of loan processes and basic accounting.
• Knowledge of word processing and spreadsheet software.
• 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.

• High School diploma or equivalent experience in banking.
• Previous experience with computer software and bookkeeping preferred.
• 3 years previous loan processing experience preferred.