Loan Assistant

Security National Bank•Moville, IA

2d•Onsite

About The Position

As a Loan Assistant, you will provide administrative and operational support to loan officers by preparing agriculture loan documentation, maintaining accurate credit files, and ensuring compliance with regulatory and auditing standards. Responsible for processing loan transactions, balancing loan systems, tracking documentation, and supporting daily loan operations.

Requirements

High school diploma or equivalent required
Minimum of 2 years of professional office experience
Strong attention to detail and commitment to accuracy
Ability to manage multiple tasks and prioritize effectively
Strong organizational and problem-solving skills
Excellent communication and customer service abilities
Ability to work independently while contributing to a team environment
Proficiency with computer systems and willingness to learn banking software

Nice To Haves

Previous experience in banking, loan operations, or financial services preferred

Responsibilities

Review and verify loan documentation provided by lenders
Prepare loan notes and supporting documentation to ensure compliance with governmental, auditing, and loan review standards
Submit and track loan documents sent to external agencies for securing of liens
Ensure proper scanning and review of loan documents within the imaging system
Set up and maintain credit files, ensuring organization and audit compliance
Post loan payments, advances, and input data into the core system
Process new loans and paid-off loans accurately and efficiently
Complete end-of-day balancing procedures
Generate and provide loan-related reports to lenders
Request credit bureau and other supporting reports as needed
Complete credit references for Commercial and Agricultural customers
Provide support and assistance to loan operations staff and lenders
Answer phones and assist walk-in customers with professionalism
Collaborate with team members to achieve branch and department goals