Loan Assistant

Job Title: Loan Assistant

The Loan Assistant, under general supervision and in accordance with established policies and procedures, provides administrative support to lenders and loan officers in gathering information required for Consumer and Commercial Loan Applications.

An intermediate level position having extensive contact with customers and the public both in person and on the telephone.

Key Responsibilities:

• Acts as a liaison between loan officers and back office lending personnel, including booking new loans and renewals.
• Follows discussions with loan officers, communicates as appropriate with customer and gathers all necessary information and documentation for new loan requests, renewals and modifications.
• Prepares the weekly past due, overdraft and maturing loan lists and assists in the collection of past due loans.
• Analyses and prepares consumer loan packets under $100,000 and manages the process.
• Provides administrative assistance to commercial, consumer and branch loan officers.
• Responsible for the content of and maintaining supplies of loan application packages at the direction of the bank's Compliance Department.
• Prepares appropriate loan disbursement entries (cashier's checks, deposit, wire transfer etc.) on signing date, according to loan disbursement instructions provided by Loan Processor.
• Performs other duties as assigned.

Supervisory Duties:

• May assist with opening and closing the branch.

Requirements:

• Demonstrates excellent communication skills and the ability to provide courteous, knowledgeable and professional customer service, both in person and on the telephone, while independently consulting with the Bank's customers.
• Demonstrated ability to perform a wide range of administrative and secretarial skills, including composing proper business correspondence (letters and electronic mail) to internal and external customers.
• Knowledge of general banking policies /procedures, including an understanding and application of banking compliance regulations.
• Intermediate-level mathematical skills and keyboard navigation.
• Ability to assume responsibility, display initiative, exercise good judgement and make and act upon decisions with minimal supervision.
• Proficiency in Microsoft Office (including but not limited to) Word, Excel and Outlook.
• Notary Public is a plus.

Education and Experience:

• An Associate's Degree (AA) or equivalent from a two year college or technical school, or knowledge typically gained through a minimum of three (3) years progressively responsible experience in a high demand, multi-tasked professional administrative or secretarial position; or an equivalent combination of education and experience.
• Previous bank lending experience is a plus.
• Customer Service Representative experience is preferred.
• Possession of, or ability to obtain, a valid State of Colorado Drivers' License, required.
• Possession of, or ability to obtain, a valid NMLS License, required.

Working Conditions:
This job operates in a climate controlled, fast-paced office environment with prolonged periods of sitting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Repetitive motion likely. Some travel may be necessary. May occasionally be required to work weekend, after normal hours and/or holidays.

Salary : $100,000