Loan Assistant Jobs

About The Position

Requirements

• A high school diploma or equivalent required.
• Previous loan processing experience preferred.
• Previous retail customer service preferred.
• Continuing education to maintain regulatory and procedural knowledge is required.
• Understand Federal, State and Union State banking rules and regulations.
• Bank related courses strongly recommended.
• Ability to communicate, written and verbal, effectively with people both internally and externally.
• High degree of accuracy and attention to detail with the ability to handle multiple tasks and meet deadlines.
• Ability to identify and resolve problems.
• Organizational and time management skills.
• Ability to work with all levels within the organization.
• Basic computer skills to include proficiency in Microsoft Office Suite.
• Able to handle confidential information and positively represent the company.
• Communication, teamwork, critical thinking, decision making, Microsoft Office Suite, and strong collaboration.

Nice To Haves

• Previous loan processing experience
• Previous retail customer service
• Bank related courses

Responsibilities

• Performs all related loan department responsibilities including, but not limited to; running credit reports and conducting account research; processing consumer and commercial loan payments and advances; reviewing loan approvals for completeness; order loan documents; preparing and sending commitment, engagement, auction and decline letters; and other documents as requested.
• Answers the telephone; responds to routine loan officer or customer inquiries related to loan account balances, payments, and payoff requests.
• Order/Request third party reports for the loan files such as appraisals, title commitments and Phase 1 ESA reports
• May assist in loan closing, as requested.
• May assist with consumer lending needs, as requested, and approved.
• Request financial information from existing and prospective clients.
• Provide general secretarial and clerical support to loan officers and Market President.
• May coordinate calendars, schedules and meetings of Market President and other staff as necessary.
• Open new deposit accounts for customers as needed.
• Cross-sell bank products and services as needed and to promote various marketing campaigns.
• Refer customers to other bank personnel for specialized customer needs.
• Build and maintain loan information on new and existing customers as requested by lending staff.
• Order loan documents for loan officer(s) as requested.
• Prepare reports and documents and take minutes for Oklahoma Loan Committee and other committees, assigned.
• Work loan exceptions under loan officer direction.
• Perform loan administration duties, as required, or assigned.
• Order title work for the market as directed.
• Understand Federal, State and Union State Bank rules and regulations.
• Perform other duties as may be required or assigned.