What are the responsibilities and job description for the Loan Assistant position at CSBank?
Job Description
Job Description
Position Summary
The Loan assistant will support commercial lenders in all aspects of the loan process. This position will prepare new loan request to submit to loan processing and review file to verify data is complete and meets established standards. Close loans and prepare for booking. Handle telephone inquiries promptly and professionally. Call and collect past due loans and overdrawn accounts.
The essential functions include, but are not limited to the following :
- Order supporting documentation
- Data entry into different loan and CRM programs
- Corresponds with customers daily during process
- Maintain and organize lenders appointments and schedule through Microsoft Outlook
- Maintaining daily loan support
- Prepare loan package for closing
- Close / fund loan when needed
- Inform officer of required documentation for loan renewals
- Effectively process loan requests under minimum level of supervision, by obtaining, verifying, completing, and maintaining the necessary loan documentation
- Handle loan research issues and questions
- Ensures all loan documents are complete, accurate and in accordance with policy
- Forward documents to loan ops for scanning
- Completes required training as assigned
- Performing other duties as assigned
Minimum Qualifications (Knowledge, Skills, and Abilities)