Loan Assistant

Clear Lake Bank & Trust • Clear Lake, IA

6h • Onsite

About The Position

Clear Lake Bank & Trust Company is hiring a Commercial & Ag Loan Assistant for their Clear Lake Office. This full-time position involves preparing loan documents and maintaining business banking documents, files, and accounts. The ideal candidate will be community-focused with a proven ability to build and maintain strong customer relationships, demonstrating a high level of personal accountability, attention to detail, and follow-through.

Requirements

• Professionalism, high attention to details
• Excellent customer service and communication skills
• Commitment to lifelong learning
• Ability to work autonomously and act as a reliable resource for team members
• High School diploma or equivalent is required.
• Excellent interpersonal skills, including oral and written communication, presentation, and facilitation skills
• Internet and PC proficiency; ability to learn, understand, and assimilate new technology knowledge.

Nice To Haves

• Some college is preferred.
• Three (3) or more years of experience in preparing commercial and agricultural loan documentation is preferred.

Responsibilities

• Provides administrative support to the Business Banking Department by performing all types of clerical functions.
• Prepares and maintains customer files, including typing loan documents, preparing loan tickets, performing customer advances on operating lines, and maintaining customer identification files on the core database system.
• Maintains proficiency in commercial and agriculture documentation and processing.
• Acts as a lead for the document management program for the Business Banking Department Mason City Offices.
• Maintains active, positive involvement in the community and the Bank.
• Actively nurtures relationships with existing bank customers using face-to-face communication.
• Maintains current knowledge of bank products to effectively assist customers with accounts and services.
• Saturday morning rotation as needed.

Benefits

• Work at a Top Workplace in Iowa recognized for 16 consecutive years from 2011-2026 by the Des Moines Register
• Health, Dental, & Vision insurance
• 401(k) retirement savings plan with a generous employer match
• 100% employer paid life insurance
• Long-term and short-term disability insurance plans
• Health Club dues reimbursement
• Generous paid time off plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED