Loan Assistant II

Loan Department Support

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 include :

1. Processing loans, which include preparation work, computer input, review for accuracy, and follow-up.

2. Assisting with loan closings.

3. Preparing reports for management.

4. Assisting with preparation of loans for loan committee, as needed.

5. Establishing, maintaining, and revising filing and record keeping articles, records, and other documents.

6. Assisting with customers in reference to loan questions or account questions.

7. Assisting with bill paying and GL entries.

8. Exception tracking and review files for outstanding information.

9. Loan non-post review and correction.

10. Processing payments and reverse / correct payments (if needed).

11. Reviewing loans in process to ensure they balance.

12. Processing paid loans, release collateral, as needed.

13. Book and complete loan process.

1. Performing other duties as assigned.

2. Regular and reliable attendance.

Knowledge, skills, and abilities include :

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 include :

High School diploma or equivalent experience in banking.

Previous experience with computer software and bookkeeping preferred.

Previous loan processing experience preferred.