Loan Assistant

Internal Deadline: June 10, 2024   Title:  Loan Assistant   POSITION SUMMARY:  Responsible for assisting the loan officers with administrative lending and clerical duties. ESSENTIAL FUNCTIONS: Serve as primary receptionist for Loan Officers and assist with consumer loans. Oversee loan reception area. Greet and direct visitors applying for a loan. Organize loans for customer signature and loan processing; preparing loans for booking; typing credit memos, letters and correspondence. Cross-selling bank products. Answer and direct incoming calls or relay messages, as circumstances dictate. Complete clerical tasks such as filing, photocopying, faxing, and scanning. Perform other related duties as required and assigned.   EXPERIENCE REQUIRED: Financial organizational skills and financial information understanding. EDUCATION, CERTIFICATIONS & TRAINING: High school diploma or GED required. JOB-SPECIFIC SKILLS & KNOWLEDGE: Excellent time management. Ability to maintain confidentiality. Strong verbal and written communication skills. Ability to work with the public and greet customers in a friendly and courteous manner. Ability to manage detailed tasks/projects with accuracy while meeting stringent deadlines. Self-motivated; organized; and able to prioritize tasks. Must possess strong knowledge of PC programs: MS Windows, Excel, PowerPoint, and Word.   WORKING CONDITIONS Individuals in this position must be able to perform essential functions and physical demands within these documented working conditions with or without reasonable accommodation:   This position is in an office environment within a climate-controlled facility. There is frequent use of the telephone, computer and other office equipment associated with this position, as well as significant face-to-face interaction with the public.  Individuals in this position are typically seated at their personal desk for the majority of the day.   The individual responsible for this role must be able to perform job functions with general supervision and work effectively as a member of a team and independently.  The individual must be capable of working harmoniously with diverse personalities of co-workers, staff and customers.  This position requires regular and reliable attendance and the ability to work extended hours when business needs warrant.   Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.