Loan Assistant Specialist
About The Position
The incumbent is responsible to process loans, open new accounts and perform daily input of CRA, Credit line maintenance and paid out loans. Assist lenders with various requests, including scheduling closings, providing documentation, and aiding with the clearing of technical exceptions. Prepare and process documents for all assigned loans. Assist customers with questions or problems regarding their loans and deposit accounts. Provide values on vehicles for customers. Provide notary public services. Process loan payments and advances on loans. Process paid loans and provide pay-off amounts on current loans. Process all claims for credit life insurance. Calculate amortization schedules and repayment terms on loans. Pull background and credit check on applicants. Perform various receptionist and clerical duties. Maintain an orderly filing system. Maintain a collateral safekeeping vault for all liquid collateral secured loans. Perform CRA input of all business loans. Perform teller duties as back up (as cross training permits). Greet customers as they enter the bank and direct to the appropriate employee. Perform other duties as assigned.
Requirements
- Ability to provide notary public services.
- Ability to calculate amortization schedules and repayment terms on loans.
- Ability to pull background and credit checks on applicants.
- Ability to perform receptionist and clerical duties.
- Ability to maintain an orderly filing system.
- Ability to maintain a collateral safekeeping vault for all liquid collateral secured loans.
- Ability to perform CRA input of all business loans.
- Ability to perform teller duties as back up.
- Ability to greet customers and direct them to the appropriate employee.
Nice To Haves
- Cross-training permits for teller duties.
Responsibilities
- Process loans, open new accounts and perform daily input of CRA, Credit line maintenance and paid out loans.
- Assist lenders with various requests, including scheduling closings, providing documentation, and aiding with the clearing of technical exceptions.
- Prepare and process documents for all assigned loans.
- Assist customers with questions or problems regarding their loans and deposit accounts.
- Provide values on vehicles for customers.
- Provide notary public services.
- Process loan payments and advances on loans.
- Process paid loans and provide pay-off amounts on current loans.
- Process all claims for credit life insurance.
- Calculate amortization schedules and repayment terms on loans.
- Pull background and credit check on applicants.
- Perform various receptionist and clerical duties.
- Maintain an orderly filing system.
- Maintain a collateral safekeeping vault for all liquid collateral secured loans.
- Perform CRA input of all business loans.
- Perform teller duties as back up (as cross training permits).
- Greet customers as they enter the bank and direct to the appropriate employee.
- Perform other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
