Loan Assistant

Cathay Bank • El Monte, CA

8d

About The Position

Following established company policies and procedures, the Loan Assistant supports credit administration by tracking incoming emails to CAD for tickler updates and financial spread requests. The role logs activity, saves attachments in borrower folders for Credit Analysts to use in spreading, dispositions ticklers in nCino, and generates weekly and monthly reports. The incumbent accepts other assignments as requested by the manager and has no direct reports.

Requirements

• Basic proficiency with Microsoft Excel and Word.
• Detail oriented.
• Good organizational, verbal, and written communication skills.
• Ability to handle cyclical heavy workloads.

Nice To Haves

• College degree in Finance, Accounting, Business, or a related field preferred.
• Two years of related experience in credit or financial analysis within a banking environment is desired, but not required.

Responsibilities

• Track incoming emails to CAD for tickler updates and financial spread requests.
• Log activity and save attachments in the appropriate borrower folders for Credit Analysts.
• Disposition ticklers in nCino.
• Generate weekly and monthly reports.
• Accept assignments as requested by the manager.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Long-term disability insurance
• Flexible spending accounts (FSAs)
• Health savings account (HSA) with company contributions
• Voluntary coverages
• 401(k)
• May be eligible for a discretionary bonus

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed