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Private Bank Lending Assistant
Career Insights for Loan Processor
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Scorecard
Based on Utah data
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What they do
A Loan Processor processes applications for bank loans including mortgage or commercial loans. Assists customers with the application process, organizes and reviews credit information or business financial reports, and puts together materials needed for loan underwriters to evaluate an application.
$45,910 / year median in Utah
-20% projected decline
Job Description
Private Bank Lending Assistant MidFirst Bank - 3.3 South Jordan, UT Job Details 1 hour ago Qualifications Customer communication Financial services customer support High school diploma or GED Documentation reviews Full Job Description Provides support to the lending group by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties include, but are not limited to; Assist Private Bank customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan funding's, ordering title reports, UCC filings, and various inquires. Assist Private Bank customers with deposit related activities, such as but not limited to: wire transfers, account transfers, and various inquires. Assist Private Bankers with administrative responsibilities, such as but not limited to: phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information. Loan application input, ordering appraisals, opening title and escrow, requesting background checks and credit reports. Prepare various monthly activity monitoring reports. Interaction with customers and bank officers to collect various documents and financial information as reflected as exceptions. Other duties and projects as assigned. Requirements Three years of loan processing or loan servicing experience in a similar financial environment; High school diploma or equivalent required with some college business course preferred; Bachelor Degree desired; Excellent customer service skills; general knowledge of bank processes; excellent written and oral communication skills; excellent PC skills; working knowledge of commercial loan documentation is required. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.