Loan Assistant

CSBank • Eureka Springs, AR

8d

About The Position

The Loan Assistant will support commercial lenders in all aspects of the loan process. This position will prepare new loan requests for submission to loan processing, review files to verify data completeness and adherence to established standards, and close loans in preparation for booking. The role involves handling telephone inquiries promptly and professionally, and collecting past due loans and overdrawn accounts. Key responsibilities include ordering supporting documentation, performing data entry into various loan and CRM programs, corresponding with customers daily throughout the loan process, maintaining and organizing lender appointments and schedules via Microsoft Outlook, preparing daily loan support, preparing loan packages for closing, closing/funding loans as needed, informing officers of required documentation for loan renewals, effectively processing loan requests with minimal supervision by obtaining, verifying, completing, and maintaining necessary loan documentation, handling loan research issues and questions, and ensuring all loan documents are complete, accurate, and in accordance with policy. The position also requires forwarding documents to loan operations for scanning and completing assigned training.

Requirements

• 2 Years Loan Processor or Loan Experience Required
• Post-Secondary education or equivalent work experience
• Computer proficiency at a mid to expert level in: Microsoft Office programs.
• Ability to comprehend banking regulation, bank products, services, policies, procedures, and general principles of commercial and consumer credit
• Demonstrated ability to use various interpersonal styles and communication methods, depending on customer and situation, to gain their acceptance of a product or service
• Ability to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframes
• Strong organizational skills and the ability to handle multiple tasks under tight time constraints
• Ability to comprehend legal documentation is required

Nice To Haves

• Previous experience in loan processing, accounting, and servicing strongly desired

Responsibilities

• Order supporting documentation
• Data entry into different loan and CRM programs
• Corresponds with customers daily during process
• Maintain and organize lenders appointments and schedule through Microsoft Outlook
• Maintaining daily loan support
• Prepare loan package for closing
• Close /fund loan when needed
• Inform officer of required documentation for loan renewals
• Effectively process loan requests under minimum level of supervision, by obtaining, verifying, completing, and maintaining the necessary loan documentation
• Handle loan research issues and questions
• Ensures all loan documents are complete, accurate and in accordance with policy
• Forward documents to loan ops for scanning
• Completes required training as assigned
• Performing other duties as assigned

What This Job Offers

• Career Level: Mid Level
• Education Level: Associate degree