Loan Assistant

Summary:

This position is responsible for providing support to the Bank’s Loan Operations Department including all administrative responsibilities and loan document preparation.

Essential Job Functions:

· Knowledge and ability to process and close commercial loan applications from start to finish

· Previous LaserPro experience of at least 3 years required with a focus on both consumer and commercial transactions

· Assist in production of documents for new loan and renewals

· Review loans for documentation accuracy before closing

· Communicate effectively with customers, real estate agents, insurance agents, and attorneys

· Address client issues; loan/account questions, researching and resolving problems identified by clients

· Create new products or templates in the Bank’s Loan Origination System

· Work with internal teams to manage integrations with third-party systems, such as loan servicing systems, document management tools, and core banking platforms

· Design, build, and maintain reports within the Bank’s core system

· Assist in the implementation of new lending products and services

· Assist with the setup of new loan types in the Bank’s Core System

Knowledge, Skills and Abilities:

· Knowledge of systems such as Microsoft Word, Excel, and PowerPoint

· Strong analytical and problem-solving abilities

· Attention to detail and ability to multi-task

· Strong communication and organizational skills

· Excellent time management skills, written and verbal communication skills

· Must be able to prioritize tasks, work under pressure and meet critical deadlines

· Expertise in customer service/ability to build rapport with clients

· Ability to maintain confidentiality

Education and Experience:

· High school diploma or equivalent required

· Prior lending or related sales experience preferred

· Demonstrated experience analyzing and interpreting data

· Demonstrated experience making solid business decisions with available information

Physical Demands:

While performing the duties of this job, the employee is occasionally required to stand; walk; sit; reach with hands and arms, climb stairs; balance; stoop; kneel; talk or hear; The employee must occasionally lift or move up to 25 pounds.

Equal Opportunity Employer

Disabled/Vets

Job Type: Full-time

Pay: $1.00 - $2.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday
• No weekends

Work Location: In person