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Bank Lead Loan Document Preparation and Imaging Assistant

Availa Bank
Carroll, IA Full Time
POSTED ON 2/25/2025
AVAILABLE BEFORE 4/22/2025

Description

EEO/AA employer


Availa Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more.


This is not a remote position.


BANK LEAD LOAN DOCUMENT PREPARATION AND IMAGING ASSISTANT POSITION SUMMARY

The Lead Loan Document Preparation and Imaging Assistant is responsible for understanding the daily routines of the department. In addition, this position will oversee and perform all the functions and processes of preparing compliant loan documents and document imaging while maintaining the quality of the bank’s electronic loan documentation. 

 

BENEFITS

Availa Bank offers a rich selection of benefits you can personalize to support you and your family’s needs. Benefits may include:

  • Medical, Dental & Vision Plans
  • Option for Health Savings Account (HSA)
  • Life Insurance (Company paid for employee)
  • 401K and Employee Stock Ownership Plan (ESOP)
  • Company Paid Short & Long Term Disability Insurance
  • Flexible Spending Account (FSA) & Dependent Care
  • Eligibility for Tuition Assistance and Discounts
  • Employee Assistance Program (EAP)

BANK LEAD LOAN DOCUMENT PREPARATION AND IMAGING ASSISTANT ESSENTIAL DUTIES AND ACCOUNTABILITIES

  1. Oversee and provide work direction to all team members
  2. Prepare commercial and agricultural loan documents accurately and efficiently
  3. Fund loans 
  4. Maintain document imaging systems for efficiency, organization, and accuracy
  5. Index and review exported and scanned documents in a timely manner
  6. Answer questions for co-workers in written form, by telephone, or in person pertaining to electronic files and preparing loan documents
  7. Complete scheduling for team members
  8. Control documentation for commercial and agricultural loans

Requirements

BANK LEAD LOAN DOCUMENT PREPARATION AND IMAGING ASSISTANT ROLE QUALIFICATIONS:

Education

  • High school diploma or equivalent required

Experience

  • Accounting or banking experience preferred
  • Leadership experience preferred

Other Skills and Abilities

  • Working knowledge of all lending and imaging software, with the ability to do updates and troubleshoot programs
  • Proficient in the use of imaging software
  • Strong attention to detail
  • Understands computer and other equipment capabilities and limitations
  • Ability to learn and retain a complex variety of information related to loan policies and procedures 
  • Exceptional oral, written, and interpersonal communication skills
  • Exceptional organizational and time management skills; ability to function well in a fast-paced environment

SUPERVISORY RESPONSIBILITIES

This position is responsible for supervising staff in accordance with the bank’s policies and applicable laws. Responsibilities include training employees; planning, assigning, and directing work; appraising performance; rewarding and taking corrective action with employees; addressing complaints and resolving problems.

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