Loan Assistant

Alpine Bank•Carbondale, CO
•$23 - $28

About The Position

The Loan Assistant provides administrative support to lenders and loan officers in gathering information required for consumer and commercial loan applications. Under general supervision and established policies and procedures, this intermediate-level role has extensive contact with customers and the public, both in person and by telephone. The position operates in a professional office environment and requires routine travel to meet with remote staff, regional leadership, vendors, and other internal banking departments. Some weekend and evening hours may be required. The position is anticipated to close November 30, 2026, or until filled.

Requirements

  • Excellent communication skills and ability to provide courteous, knowledgeable, and professional customer service in person and by telephone while independently consulting with bank customers.
  • Ability to perform a wide range of administrative and secretarial tasks, including composing proper business correspondence for internal and external customers.
  • Knowledge of general banking policies and procedures, including understanding and applying banking compliance regulations.
  • Intermediate-level mathematical skills and keyboard navigation.
  • Ability to assume responsibility, show initiative, exercise good judgment, and make and act on decisions with minimal supervision.
  • Proficiency in Microsoft Office, including Word, Excel, and Outlook.
  • An associate’s degree or equivalent from a two-year college or technical school, or knowledge typically gained through at least three years of progressively responsible experience in a high-demand, multitasked professional administrative or secretarial position, or an equivalent combination of education and experience.
  • Possession of, or ability to obtain, a valid State of Colorado driver’s license.
  • Possession of, or ability to obtain, a valid NMLS license.
  • Ability to function in a fast-paced environment.
  • Ability to talk and hear regularly; perform filing; reach for and lift files; open filing cabinets; bend or stand on a stool as necessary; meet the stated vision requirements; and lift up to 25 pounds.

Nice To Haves

  • Notary Public certification.
  • Previous bank lending experience.
  • Customer Service Representative experience.

Responsibilities

  • Act as a liaison between location officers and back-office lending personnel, including booking new loans and renewals.
  • Following discussions with loan officers, communicate with customers as appropriate and gather necessary information and documentation for new loan requests, renewals, and modifications.
  • Prepare weekly past-due, overdraft, and maturing-loan lists and assist in collecting past-due loans.
  • Analyze and prepare consumer loan packets under $100,000 and manage the process.
  • Provide administrative assistance to commercial, consumer, and branch loan officers.
  • Maintain the content and supply of loan application packages as directed by the bank’s Compliance Department.
  • Prepare appropriate loan disbursement entries, such as cashier’s checks, deposits, and wire transfers, on signing dates according to instructions provided by the Loan Processor.
  • May assist with opening and closing the branch.
  • Perform other duties as assigned.
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