Assistant Jobs

About The Position

Requirements

• High school diploma or equivalent.
• Must be at least 18 years of age.
• Ability to pass a credit and background check.

Nice To Haves

• 1+ year of experience in lending, banking, mortgage, escrow, title, or a related financial services environment.
• Experience with loan documentation and closing processes.
• Understanding of lending regulations and banking policies.
• Basic knowledge of credit analysis and financial statements.
• Associate degree or equivalent combination of education and experience.
• Strong organizational and multitasking abilities.
• Excellent customer service and communication skills.
• Sound judgment and attention to detail.
• Ability to safeguard confidential information.
• Comfort learning and using banking software and systems.
• Ability to work independently while collaborating effectively with others.
• Strong problem-solving and time-management skills.

Responsibilities

• Support loan officers and loan processors with loan applications, renewals, and documentation.
• Review borrower files and verify required information and supporting documents.
• Communicate with customers regarding loan status, documentation needs, and general inquiries.
• Coordinate loan signings and closings while ensuring compliance with applicable regulations.
• Order and track appraisals, environmental reports, title work, flood certifications, insurance documentation, and other required reports.
• Review and manage documentation including credit reports, financial statements, UCC filings, vehicle titles, and collateral records.
• Prepare loans for boarding and processing.
• Process loan payments, advances, fees, and related transactions.
• Maintain loan and collateral files, scan and archive documents, and ensure records remain accurate and complete.
• Prepare correspondence for customers and outside agencies.
• Perform loan maintenance activities within bank systems.
• Stay current on lending regulations, policies, and procedures.
• Assist with general branch support, including answering phones, greeting customers, and maintaining files.

Benefits

• Medical Insurance with HSA option
• Dental Insurance
• Vision Insurance
• Basic Life, AD&D, and Long-Term Disability Insurance
• Supplemental Life and AD&D Coverage Options
• 401(k) with Employer Match
• Annual Incentive Program
• Paid Time Off (PTO) Accrued Each Pay Period
• Up to 12 Paid Holidays Per Year
• Childcare Reimbursement Program