LOAN ASSISTANT

Pinnacle Bank/Bank of Colorado • Cleburne, TX

7d • Onsite

About The Position

Serve as support to the loan area. This role involves processing loans, assisting with closings, preparing reports for management, and maintaining records. The Loan Assistant will also interact with customers regarding loan and account questions, assist with bill paying and GL entries, track exceptions, and process payments. Regular and reliable attendance is expected.

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.

What This Job Offers

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