LOAN ASSISTANT

DELTA BANK • Tallulah, LA

6d • Onsite

About The Position

Loan Assistants support Branch Managers and lending teams by gathering, reviewing, and organizing loan documentation; coordinating with customers and third parties; and helping ensure regulatory compliance. The role combines administrative and customer service responsibilities and serves as a liaison among borrowers, loan officers, processors, underwriters, and other stakeholders. Loan Assistants also back up Universal Banker responsibilities at the new accounts desk and behind the teller line as needed.

The Loan Assistant assists the Branch Manager/Lender with loan production and administrative support, helps customers with loan applications and required documents, maintains loan files, gathers information needed for loan processing, and helps prepare loan presentations and closings. Duties may change without prior notice as the bank’s needs or circumstances change.

Requirements

• At least two years of banking experience, including at least one year in a lending-related and/or support role.
• Detail-oriented and organized.
• Able to manage multiple tasks and complete timely follow-up with minimal supervision.
• Able to prioritize daily workflows.
• Proficient in Microsoft Word and Microsoft Excel.
• Customer-service oriented.
• Excellent written and verbal communication skills.
• Able to perform well while meeting deadlines in a fast-paced environment.

Responsibilities

• Assist the Branch Manager/Lender in loan production and administrative support.
• Help customers complete loan applications and collect required documents, verifying their completeness and accuracy.
• Set up and maintain loan file documentation in accordance with bank standards.
• Obtain loan-related information and materials, including credit reports, appraisal requests, flood certifications, title opinions, UCC searches, environmental reports, insurance information, and Secretary of State filings; communicate with relevant parties as needed.
• Help prepare loan presentations, close loans, and package loans for submission to Loan Operations for processing.
• Meet with lenders as needed to receive assignments and follow up on previous assignments.
• Assist with compliance with the bank’s loan policy and applicable Federal and State lending regulations.
• Back up tellers and/or Universal Bankers as needed, including at the new accounts desk and behind the teller line.
• Perform other assigned duties or special projects; duties may change based on the bank’s needs or circumstances.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed