Demo

Loan Assistant

First Security Bank & Trust
Charles, IA Full Time
POSTED ON 1/23/2025
AVAILABLE BEFORE 4/23/2025

Job Description

Job Description

Join our team and be part of an organization that is committed to making a difference in the lives of our customers and our community. Apply today to take the first step towards an exciting and rewarding career with First Security Bank & Trust! We are dedicated to creating a positive work-life balance, offering competitive benefits, and promoting professional development opportunities.

POSITION SUMMARY :

Responsible for providing support to attract and service agricultural and commercial loans. Provide support to the lenders and portfolio managers on the team, while assisting other loan assistants. Perform general loan administrative duties.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

  • Provide administrative support for team lenders including scheduling appointments, answering telephones, greeting customers and written communication as well as handling customer transactions.
  • Work as a team to ensure the needs of the customer are being met.
  • Perform various duties accurately and efficiently. Duties may include the following :

Order and obtain required documentation, document preparation, processing, funding, and imaging new loans, extensions, and renewals.

  • Assist in closing loans with borrowers as needed.
  • Assist in the gathering, processing, and tracking of required documentation related to loan collateral or financial information.
  • Complete various reports, reconciliations, and loan maintenance.
  • Perform quality control of various loan documents and / or loan maintenance.
  • Back-up other Loan Assistants, maintaining a working knowledge.
  • Perform other duties as assigned.
  • Maintain product knowledge of all bank services and cross-sell other bank products by referral to appropriate departments.
  • Participate in bank-sponsored events as outlined in financial institution’s “Community Events Program”.
  • DESIRED KNOWLEDGE, SKILLS, & ABILITIES

  • Ability to provide excellent customer service.
  • Ability to work in an environment with sensitive information, always maintaining a high level of confidentiality.
  • Excellent verbal and written communication skills.
  • Strong work ethic.
  • Proficient in basic computer skills using Microsoft Office products, along with the ability to quickly learn and effectively utilize new technology.
  • Ability to work in a fast-paced environment, independently or as part of a team, prioritizing multiple assignments.
  • QUALIFICATIONS

    Education : High school diploma or equivalent

    Experience : Two years of recent work experience in banking or another relevant industry preferred.

    Statements included on this job description are intended to describe the general nature and level of work performed by the employee(s) assigned to this job. The statements should not be construed as an exhaustive list of responsibilities, duties, and skills required. Accommodations will be made to allow for meeting the above requirements when it does not place “undue hardship” on First Security Bank & Trust.

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