Loan Assistant

The Loan Assistant will be responsible for performing administrative duties to support the Loan Officers. Knowledge of bank policies, practices, and compliance is necessary. Duties/Responsibilities: Functions and Accountabilities: Including, but not limited to. Build and maintain excellent customer relationships; seek to establish trust and confidence Maintain complete confidentiality in all areas of work Prepare loan documents for loan officers for customer signatures on new and renewed loans; assist customers in signing required documents as necessary Make loan advances and pay downs for customers as needed; process paid notes according to bank protocol Scan and file updated and required loan documents in customers files to maintain complete and accurate loan files Run credit checks and verify other information on customer applications as required by loan officers Provide customer service through phone and/or in person requests for account information from customers and direct customers to the appropriate personnel Prepare and mail information requests to customers concerning necessary or missing information required for a complete and current loan file Mail loan payment and renewal reminders to customers Complete all mail in or loan deposits for specific customers as directed by loan officer Adopt and ensure the consistent use of repeatable process to assure efficiencies Maintain educational compliance as needed Other duties as assigned by management.

Required Skills/Abilities: Ability to work with clients Ability to work in a team environment Professionalism Multi-task oriented Strong organizational skills Excellent written and verbal communication skills Education and Experience: High school diploma or equivalent required. Banking experience preferred. Physical Requirements: Prolonged periods sitting at a desk and working on a computer.