LOAN ASSISTANT

Pinnacle Bank/Bank of Colorado•Estes Park, CO

7d•$22 - $32•Onsite

About The Position

Serve as support to the loan area. This role involves processing loans, including preparation, computer input, and follow-up. The assistant may also help with loan closings, prepare reports for management, and assist with the preparation of loans for the loan committee. Additionally, the role includes establishing and maintaining filing systems, assisting customers with loan and account inquiries, and helping with bill paying and GL entries. Exception tracking and payment processing are also key responsibilities, along with performing other assigned duties and maintaining regular and reliable attendance.

Requirements

Knowledge of bank operations, policies, and procedures.
Knowledge of loan processes and basic accounting.
Knowledge of word processing and spreadsheet software.
Skill in communicating effectively with management, customers, and co-workers.
Ability to pay close attention to detail and work with a high degree of accuracy.
Ability to create an organized efficient work environment without supervision.
Ability to work under pressure of deadlines.
Ability to function as a team player.
High School diploma or equivalent experience in banking.

Nice To Haves

Previous experience with computer software and bookkeeping preferred.

Responsibilities

Processes loans, which include: preparation work, computer input and follow-up.
May assist with loan closings.
Prepare reports for management.
Assists with preparation of loans for loan committee, as needed.
Establishes, maintains, and revises filing and record keeping articles, records, and other documents.
Assists with customers in reference to loan questions or account questions.
Assists with bill paying and GL entries.
Exception tracking.
Processes payments.
Performs other duties as assigned.
Regular and reliable attendance.