Loan Review Assistant I
About The Position
As a member of the UBI team, the Loan Review Assistant I assists the A.V.P. Loan Review and S.V.P. Loan Review with problem loan administration, including compiling the bank's quarterly loan watch list and loan loss reserve analysis. The position manages and reports the ongoing status of Problem Loan Reports, the UBI Watch List, and the Financial Accounting Standards 114 Report, and performs FSA and USDA reporting. The role assists with Loan Administration and Lenders meetings by accumulating meeting materials and reports and maintaining an updated attendance list. It serves as backup for the Real Estate Appraisal Reviewer as needed. The employee follows bank procedures, maintains confidentiality on banking matters, and sells and promotes bank services to satisfy customer needs and enhance the bank's image in the community. A satisfactory background check, including credit history, is required.
Requirements
- High school diploma or GED and 2–4 years of related experience and/or training, or an equivalent combination of education, training, and experience.
- Strong reading, writing, and verbal communication skills to present information effectively and respond to questions from customers, prospective customers, and employees.
- Ability to perform basic arithmetic with whole numbers, common fractions, and decimals, and calculate figures and amounts such as interest and percentages.
- Ability to comprehend bank operations, policies, and procedures; interpret and apply compliance laws and regulations; exercise independent judgment to recognize and maintain confidential information; and recognize and reconcile problems using established guidelines.
- Ability to work independently and collaboratively, building and nurturing strong relationships with UBI team members.
- Interpersonal skills to deal with customers in a friendly and courteous manner.
- Good understanding of computer-related operations and familiarity with standard office equipment, including calculators, typewriters, copy machines, and fax machines.
- Basic understanding of debits and credits.
- Computer skills in word processing, spreadsheet, and database software to generate correspondence and reports.
- Satisfactory background check, including credit history.
Responsibilities
- Assist the A.V.P. Loan Review and S.V.P. Loan Review with problem loan administration.
- Compile the bank's quarterly loan watch list and loan loss reserve analysis.
- Manage and report the ongoing status of Problem Loan Reports, the UBI Watch List, and the Financial Accounting Standards 114 Report.
- Perform FSA and USDA reporting.
- Assist with Loan Administration and Lenders meetings by accumulating meeting materials and reports and maintaining an updated attendance list.
- Serve as backup for the Real Estate Appraisal Reviewer as needed.
- Follow bank procedures and maintain confidentiality on banking matters.
- Sell and promote bank services to satisfy customer needs and enhance the bank's image within the community.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
