LOAN ASSISTANT

Loan Assistants support Branch Managers and lending teams by gathering, reviewing, and organizing loan documentation, coordinating with customers and third parties, and ensuring regulatory compliance. The role is both administrative and customer service oriented, acting as the primary liaison between borrowers, loan officers, processors, underwriters, and other stakeholders. Loan Assistants back up Universal Banker responsibilities as needed at the new accounts desk and behind the teller line.

1. Assist Branch Manager/Lender in all areas of loan production and administrative support.
2. Help customers with loan applications, collect required documents, and verify completeness and accuracy.
3. Set up and maintain loan file documentation following bank standards.
4. Obtain information related to the loan process including ordering credit reports, appraisal requests, flood certifications, title opinions, UCC searches, environmental reports, insurance information, Secretary of State filings etc., and communicate with those parties as necessary.
5. Help prepare loan presentations, closing loans and packaging loans to be sent to Loan Operations for processing.
6. Meet with lenders as needed for job assignments and follow-up of earlier assignments.
7. Assist in compliance with the bank’s loan policy and all Federal and State lending regulations.
8. Other duties or special projects assigned. The responsibilities and duties of this position are subject to change without prior notice as the needs and/or circumstances of the bank change.
9. Back up tellers and/or Universal Bankers as necessary.

Qualifications

1. A minimum of two (2) years’ banking experience, with at least 1 of those years in a lending related and/or support role.
2. Must be detailed oriented and organized.
3. Ability to manage multiple tasks and complete timely follow-up with minimal supervision.
4. Ability to prioritize daily workflows.
5. Should be proficient in Microsoft Word and Microsoft Excel.
6. Customer service oriented.
7. Excellent communications skills, written and verbal.
8. Perform well while meeting deadlines in a fast-past environment.