What are the responsibilities and job description for the LOAN ASSISTANT position at Pinnacle Bank?
GENERAL SUMMARY:
Serve as support to the loan area.
RESPONSIBILITIES AND DUTIES:
- Processes loans, which include: preparation work, computer input and follow-up.
- May assist with loan closings.
- Prepare reports for management.
- Assists with preparation of loans for loan committee, as needed.
- Establishes, maintains, and revises filing and record keeping articles, records, and other documents.
- Assists with customers in reference to loan questions or account questions.
- Assists will bill paying and GL entries.
- Exception tracking.
- Processes payments.
- Performs other duties as assigned.
- Regular and reliable attendance.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of bank operations, policies, and procedures.
- Knowledge of loan processes and basic accounting.
- Knowledge of word processing and spreadsheet software.
- Skill in communicating effectively with management, customers, and co-workers.
- Ability to pay close attention to detail and work with a high degree of accuracy.
- Ability to create an organized efficient work environment without supervision.
- Ability to work under pressure of deadlines.
- Ability to function as a team player.
EDUCATION AND EXPERIENCE:
- High School diploma or equivalent experience in banking.
- Previous experience with computer software and bookkeeping preferred.
PHYSICAL REQUIREMENTS:
Seeing: 75-100%
Must be able to read reports, see computer screen, visit customer sites
Hearing: 50-74%
Must be able to communicate with co-workers
Standing/Walking: 25-49%
Must be able to run errands for the bank, make large quantities of copies.
Climbing/Stooping/Kneeling: 0-24%
Must be able to obtain files.
Lifting/Pulling/Pushing: 25-49%
Must be able to lift files daily.
Fingering/Grasping/Feeling: 75-100%
Must be able to use computer, write separate reports
PHYSICAL DIMENSIONS:
Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel.
Mon-Fri, 8am - 5pm
About Pinnacle Bank/Bank of Colorado
We take pride in our heritage as a family-owned, community bank. Our commitment to our customers and community is at the forefront of how we do business.
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
We are a Nebraska-based banking organization founded in 1938 in Palmer, Nebraska. Today, we have branches in Arizona, Colorado, Kansas, Missouri, Nebraska, New Mexico, Texas and Wyoming.
As we grow, our commitment to our customers and community remains as strong as ever. We specialize in building lasting banking relationships with the businesses, farms and families we serve. We also prioritize taking an active role in our communities through charitable giving and volunteering.
At Pinnacle Bank, we are ready to help your company with business checking and savings accounts, commercial loans and lines of credit and treasury management services.
We also offer personal banking services, including accounts, mortgages, personal loans and technology products.
We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines. Other benefits include:
- 8 paid holidays
- 17 PTO days each year for the first five years of employment. Employees must also complete the 90-day introductory period prior to accruing PTO.
- New employees will receive 12 hours of paid sick time upon their hire date
- After five years, 22 PTO days each year
- After ten years, 27 PTO days each year
- Health, dental, prescription drug card, vision, and voluntary life insurance plans
- Health Savings Account with employer contributions
- Flexible medical and dependent care spending plans
- Parental Leave after one year of full-time employment
- 401K plan after 3 months and start of next quarter with employer contributions and profit sharing
- Free checking account and basic printed checks
- Free safe deposit box
- $15,000 group term life insurance
- Long term disability insurance
- Employee Assistance Program
- Educational Assistance
We are an Equal Employment/Affirmative Action employer. We do not discriminate in hiring on the basis of sex, gender identity, sexual orientation, race, color, religious creed, national origin, physical or mental disability, protected Veteran status, or any other characteristic protected by federal, state, or local law. If you need a reasonable accommodation for any part of the employment process, please contact us by email at personnel@pinnbank.com or by phone at 402-697-8666 and let us know the nature of your request and your contact information. Requests for accommodation will be considered on a case-by-case basis. Please note that only inquiries concerning a request for reasonable accommodation will be responded to from this e-mail address. For more information, view the [EEO KNOW YOUR RIGHTS] and [PAY TRANSPARENCY STATEMENT].
Salary : $15,000
