LOAN ASSISTANT II

Job Description

Job Description

Description

GENERAL SUMMARY :

This position serves as a support to the loan department and has an advanced level of loan training and understanding.  This position can also serve as a Regional Loan Assistant trainer.

RESPONSIBILITIES AND DUTIES :

• Processes loans, which include :   preparation work, computer input and follow-up.
• May assist with loan closings.
• Prepare reports for management.
• May 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 with bill paying and GL entries.
• Exception tracking and review files for outstanding information.
• Loan Non-Post Review and Correction.
• Processes payments and reverse / correct payments (if needed)
• Reviews loans in process to ensure they balance.
• Processes paid loans, release collateral, as needed.
• Book and complete loan process.
• Performs other duties as assigned.
• Regular and reliable attendance.

KNOWLEDGE, SKILLS, AND ABILITIES :

EDUCATION AND EXPERIENCE :

PHYSICAL REQUIREMENTS :

Seeing :   75-100%

Must be able to read reports, see computer screen, visit customer sites

Hearing :   75-100%

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.

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