Summary/Objective
The loan assistant provides support to loan department with all aspects of loan transactions and customer relations.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Process loan requests and collect all required documentation to complete loan.
- Monitor loan payments for loan officers’ portfolios.
- Provide customer service to the customers of the loans officer’s portfolio.
- Assist with transfer of funds, wiring payments, and making payments to third parties.
- Completes loan maintenance on core system.
- File necessary paperwork to perfect banks liens.
- Follow all bank policies and procedures
Supervisory Responsibility
This position will have no supervisory responsibilities.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
Physical Demands
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. This position requires manual dexterity, the ability to lift files and open filing cabinets. This position requires bending, stooping or standing as necessary.
Travel
No travel is expected for this position.
EEO Statement
The Bank provides equal opportunity to employees and applicants for employment without regard to race, color, national origin, religion, sex, age, disability, Veteran Status, sexual orientation, and any other class provided by federal law or state statute. In order to provide equal employment and advancement opportunities to all individuals, employment decisions will be based on abilities, qualifications, and merit.
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.
Qualifications
Required Education and Experience
- High school diploma or G.E.D.
- At least two two five years of experience at a financial institution.
Preferred Education and Experience
- At least one year of Loan Operations experience at a financial institution.