Full Time Loan Assistant

Cache Valley Bank • Ogden, UT

3d • Onsite

About The Position

This is a full-time Loan Assistant position. The role involves working with other loan administrative members to clear exceptions found during loan input review, tracking these exceptions, and resolving them once conditions are met. The position requires close collaboration with department supervisors, including assistance with pre and post-loan information gathering. There will be opportunities for loan processing and training in SBA, consumer, commercial, and compliance areas. A strong understanding of Cache Valley Bank's credit policy is essential. The goal is for the individual to become independent within 90 days, capable of resolving loan documentation issues by collaborating with lending teams, compliance officers, and credit administration leadership.

Requirements

• Must be very familiar with Cache Valley Bank’s credit policy.
• Communicate clearly, accurately and cordially through email and telephone.
• Ability to build simple worksheets and reports in Excel and other Microsoft Office products.
• Must have problem solving skills.
• Excellent customer service skills, outgoing, able to tactfully resolve issues as they arrive.
• Detail oriented, accurate and efficient.
• Team player who also displays individual initiative.
• Maintain the highest ethical standards as defined by Cache Valley Bank’s vision and values.

Nice To Haves

• Knowledge of loan documentation experience is helpful but not required.
• Sparak banking system experience preferred.

Responsibilities

• Works jointly with other loan administrative members to clear exceptions discovered during loan input review.
• Track exceptions during pre and post-loan reviews.
• Clear exceptions once conditions are met.
• Work closely with department supervisors, including assisting with pre and post-loan information gathering.
• Some loan processing; may include training in SBA, consumer, commercial and compliance areas.
• Be capable of resolving loan documentation issues with lending teams through collaboration and interaction with the lending teams, compliance officers and with leadership within credit administration.

What This Job Offers

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