Job Details

Job Description

Position: - Administrative Assistant- Loan Assistant

Reports to: Loan Officer

Job Requirements:

• High School Diploma or equivalent; College Degree a plus
• Minimum 3 years experience with consumer/commercial loan documentation and review in a banking or similar environment.
• Thorough knowledge of office practices, procedures, and equipment.
• Extensive knowledge of consumer/commercial loan documentation and loan structures.
• Creative PC skills; working knowledge of Windows, Excel, Word, and Outlook.
• Ability to compose correspondence and prepare reports, loan documents and other materials efficiently and accurately.
• Strong conversational and written communication skills.
• Effective analytical and problem-solving skills.
• Strong organizational and time-management skills.
• Ability to work well in a high-pressure, time-sensitive environment with minimal supervision.

• Procures information necessary to complete loan package and documentation requirements, (i.e., financial statements, tax returns, appraisals, lien searches, collateral verification)
• Identifies and prepares documentation for new loans and renewals.
• Maintains and updates a system to monitor and track information requests relating to collateral values, insurance renewals, UCC expirations, etc.
• Process incoming and outgoing drafts.
• May be responsible for the servicing of loans, ie, payments, insurance, etc.
• Prepares payoff quotes and forwards to lenders and/or client.
• Assist customers with banking issues including but not limited to, loans, deposit accounts and maintenance issues.
• Other duties as assigned.

• This position requires that you lift up to 20 lbs.

• Computer
• Telephone
• Fax machine
• Ten-key calculator
• Photocopier