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. This role involves assisting lenders with various requests, preparing and processing loan documents, and assisting customers with inquiries about their loans and deposit accounts. The position also includes providing vehicle valuations, notary services, processing loan payments and pay-offs, calculating amortization schedules, performing background and credit checks, and handling various clerical duties such as maintaining filing systems and collateral safekeeping. Additionally, the role involves CRA input for business loans, backup teller duties, and greeting customers.
Requirements
- Ability to process loans.
- Ability to open new accounts.
- Daily input of CRA.
- Credit line maintenance.
- Processing paid out loans.
- Assisting lenders with requests.
- Scheduling closings.
- Providing documentation.
- Clearing technical exceptions.
- Preparing and processing loan documents.
- Assisting customers with loan and deposit account inquiries.
- Providing vehicle valuations.
- Providing notary public services.
- Processing loan payments and advances.
- Processing paid loans and providing pay-off amounts.
- Processing credit life insurance claims.
- Calculating amortization schedules and repayment terms.
- Pulling background and credit checks on applicants.
- Performing receptionist and clerical duties.
- Maintaining an orderly filing system.
- Maintaining a collateral safekeeping vault.
- Performing CRA input of business loans.
- Performing teller duties as back up.
- Greeting customers and directing them to the appropriate employee.
Nice To Haves
- Cross training permits for teller duties.
Responsibilities
- 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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
