Loan Assistant

THE EVANGELINE BANK & TRUST COMPANY•Pineville, LA

7h•Onsite

About The Position

The Loan Assistant will be responsible for performing administrative duties to support the Loan Officers. Knowledge of bank policies, practices, and compliance is necessary.

Requirements

Ability to work with clients
Ability to work in a team environment
Professionalism
Multi-task oriented
Strong organizational skills
Excellent written and verbal communication skills
High school diploma or equivalent required.

Nice To Haves

Banking experience preferred.

Responsibilities

Build and maintain excellent customer relationships; seek to establish trust and confidence
Maintain complete confidentiality in all areas of work
Prepare loan documents for loan officers for customer signatures on new and renewed loans; assist customers in signing required documents as necessary
Make loan advances and pay downs for customers as needed; process paid notes according to bank protocol
Scan and file updated and required loan documents in customers files to maintain complete and accurate loan files
Run credit checks and verify other information on customer applications as required by loan officers
Provide customer service through phone and/or in person requests for account information from customers and direct customers to the appropriate personnel
Prepare and mail information requests to customers concerning necessary or missing information required for a complete and current loan file
Mail loan payment and renewal reminders to customers
Complete all mail in or loan deposits for specific customers as directed by loan officer
Adopt and ensure the consistent use of repeatable process to assure efficiencies
Maintain educational compliance as needed
Other duties as assigned by management.