POSITION SUMMARY
Performs all duties associated with the Loan Assistant position. Provides support for the Lending Supervisor and all Lenders. Ensures that regulatory guidance and lending laws are adhered to.
PRIMARY RESPONSIBILITIES AND ACCOUNTABILITIES
1. Provides outstanding customer service. 2. Prepares loan documents. 3. Maintains all loan files and related documents. 4. Posts loan documents to the core processing system. 5. Posts and sets up payment options, within the core processing system, for loan customers. 6. Supports all lenders.
SECONDARY RESPONSIBILITIES AND ACCOUNTABILITIES
- Other duties as may be assigned.
COMPETENCIES
- Excellent computer skills
- Proficiency in Microsoft platforms
- Experience working with internet-based platforms
ROLE QUALIFICATIONS
Education
- Experience within a bank environment
- Previous experience within a lending department preferred Experience
- A minimum of 1 to 3 years lending department experience preferred Other Skills and Abilities
- Strong communication skills
- Internal and external customer service focused
- Maintain confidentiality of internal customer information
- Resourceful, well organized and ability to multitask
- Effective problem-solving and decision-making skills
- Strong attention to detail
PERFORMANCE MEASURES
- Maintains confidentiality of customer and employee information.
- Provides prompt, courteous and excellent service to internal and external customers at all times.
- Actively cooperates/interacts with other departments and locations to advance overall interest/culture of the Bank.
WORKING CONDITIONS
Work is performed largely within the Bank with limited chance for personal injury. Prolonged and frequent mental and visual concentration required. Periodic stressful situations in response to multiple priorities within established deadlines. Work hours are generally during normal business hours. Unscheduled evening and weekend work may be needed to meet the needs of customers and employees. Occasional travel between offices and out-of-town/overnight business travel may be required. Must be able to lift and move up to 20 pounds of office supplies and equipment. Some bending, turning, and twisting required. Serves as a representative of the organization at appropriate functions.
GENERAL NOTICE
This position description describes the general nature and level of work performed by the employee assigned to this position and should not be interpreted as all inclusive. It does not state or imply that these are the only duties and responsibilities assigned to the position. The employee may be required to perform other job-related duties. All requirements are subject to change and to possible modification to reasonably accommodate individuals with a disability. This position description does not constitute an employment agreement between the Bank and employee and is subject to change by the employer as the needs of the Bank and requirements of the position change.
Pay:
$15.00 - $25.00 per hour Expected hours: 35.0 - 40.0 per week
Benefits:
401(k) Dental insurance Health insurance Life insurance Paid time off Retirement plan Vision insurance
Work Location:
In person