Loan Assistant
About The Position
This position is responsible for providing efficient and professional support to the lenders and preparing all loan request documents. The Loan Assistant will assist all lending staff with the preparation and finalization of loan documents, ensure new loans, advances, and payments are accurately and timely processed, and attend and participate in loan closings as requested. This role involves requesting financial information and other necessary documentation from clients, preparing correspondence, ordering research for loan files, and professionally assisting customers with loan-related questions. Additionally, the Loan Assistant will maintain the RE title option/certificate of title list, work with construction loans, assist customers with loan payments and payoff quotes, and learn and understand the Metavante loan screens and functions while complying with bank policies and procedures.
Requirements
- High school diploma or equivalent.
- Good communication skills, both verbal and written.
- Ability to use a computer and software, work in documents.
- Ability to use time efficiently and effectively.
- "Can do" attitude.
- Demonstrates accuracy and thoroughness.
- Attention to details.
- Must be organized, and able to monitor work for quality.
Nice To Haves
- Associate Arts Degree; or two years’ experience and/or training; or equivalent combination of education and experience preferred.
Responsibilities
- Assists all lending staff with preparation and finalization of loan documents.
- Ensure all new loans, advances and payments are accurately and timely processed into the FIS/Metavante loan system.
- Attend and participate in loan closings as requested by lender.
- Request financial information and other necessary documentation from clients as directed by lender or the loan tickler system.
- Prepare correspondence or file memos as requested by lender.
- Assist all lending staff by copying, updating, and completing a shadow file.
- Order and obtain necessary research for loan files (example, credit reports, lien search, floods, tickler system information).
- Professionally assist customers with questions and inquires on new and existing loans.
- Maintain the RE title option/certificate of title list and make contacts as needed for missing items.
- Work with construction loans/builders to pay construction bills, send lien waivers and maintain spreadsheets.
- Assist customers with loan payments and payoff quotes as needed.
- Learn and understand the Metavante loan screens and functions, by assisting with operational functions while complying with bank policies and procedures.
- Performs other duties as assigned.
Benefits
- Stakeholder Bonus
- Health Insurance
- Dental Insurance
- Retirement Plan (401k) – 3% Safe Harbor Contribution + Discretionary Contribution
- 10 Observed Holidays
- PTO
- Group Term Life provided
- Short Term Disability - 100% provided by company
- Long Term Disability
- Maternity/Paternity Leave – 100% of pay
- Community Involvement
- Pay-It-Ohnward – Company Giving Program
- Grilling for Charity – Community Donations
- Thank God Its Monday (TGIM) Company Event
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
