Loan Assistant

Alpine Bank • Carbondale, CO

1d

About The Position

The Loan Assistant works under general supervision and established policies and procedures to provide administrative support to lenders and loan officers in gathering information for consumer and commercial loan applications. This intermediate-level position involves extensive contact with customers and the public, both in person and by telephone. The role may also assist with opening and closing the branch and includes routine travel to meet with remote staff, regional leadership, vendors, and other internal banking departments.

The position operates in a professional office environment that may involve prolonged periods of standing and/or sitting. It routinely uses standard office equipment and requires the ability to work in a fast-paced environment. Some evening and weekend hours may be required. The employee is regularly required to talk and hear; the role is largely sedentary but includes filing, reaching, lifting files, opening filing cabinets, and bending or standing on a stool as needed. The employee may need to lift up to 25 pounds.

Requirements

• Demonstrated excellent communication skills and the ability to provide courteous, knowledgeable, and professional customer service in person and by telephone.
• Ability to consult independently with the Bank’s customers.
• Ability to perform a wide range of administrative and secretarial tasks, including composing 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 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 work some evening and weekend hours and travel routinely to meet with remote staff, regional leadership, vendors, and other internal banking departments.
• Ability to meet the role’s physical requirements, including lifting up to 25 pounds.

Nice To Haves

• Notary Public is a plus.
• Previous bank lending experience is a plus.
• Customer Service Representative experience is preferred.

Responsibilities

• Act as a liaison between location officers and back-office lending personnel, including booking new loans and renewals.
• After discussions with loan officers, communicate with customers as appropriate and gather information and documentation for new loan requests, renewals, and modifications.
• Prepare weekly past-due, overdraft, and maturing-loan lists and assist with 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 the signing date according to instructions from the Loan Processor.
• May assist with opening and closing the branch.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree