Summary/Objective
Provide support to loan officers in all aspects of the lending function.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Assist with loan applications
Process consumer loans
Take care of loan documentation disbursements closings packaging and booking
Assist with and/or coordinate clearing of postclosing exceptions
Make loan draws
Perform collateral inspections as needed
Help resolve customer problems as needed
Work with pastdue loans and maturing loans
Assist with payoffs partial releases and cancellations
Close loans in the absence of a loan officer
Back up for ordering appraisals and completing appraisal reviews
Adhere to high ethical and professional standards
Competencies
Strong communication and customer service skills
Problem Solving/Analysis
Teamwork orientation
Initiative
Time management
Knowledge of office methods procedures and practices including the use of standard office and equipment
Detail oriented
Organized
Motivated
Supervisory Responsibility
None
Work Environment
This position operates in a professional office environment. This role routinely uses standard office equipment such as computers phones photocopiers fax machines email electronic calendars scanning devices calculators and spreadsheets.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job the employee is regularly required to talk or hear. The employee is frequently required to stand walk squat use hands to finger handle or feel and reach with hands and arms. This job may also require the employee to frequently lift at least 50 pounds.
Position Type/Expected Hours of Work
This is a fulltime position and . Days and hours of work are typically Monday through Friday 8:00am to
5:00pm with an onehour lunch break but may change depending on staffing needs and workload. The position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. This position may require occasional evening and weekend work as needed.
Travel
Travel is primarily local during the business day although some outofarea and overnight travel may be expected.
Preferred Education and Experience
Experience in customer contact and problem resolution ability to set and achieve goals resultsdriven attitude strong customer service skills written and oral communication skills organizational skills and attention to detail computer skills and advanced skills with Microsoft Office.
Minimum
Equivalent combinations of experience training and/or education approved by Human Resources
This description is intended to be generic in nature. It is not intended to determine all specific duties and responsibilities of any particular position. Essential functions and overtime eligibility may vary on the specific tasks assigned to the position.
Other Duties
Please note that this job description is not designed to cover or contain a comprehensive listing of activities duties or responsibilities that are required of the employee for this job. Duties responsibilities and activities may change at any time with or without notice.
Equal Opportunity Employer/Veterans/Disabled
Loan Assistant
