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1 JOB TITLE: Loan Assistant JOB DESCRIPTION: The successful candidate for this position will assist the loan officer with commercial loans, applications, credit reports, underwriting, and financial spreads. This position will also be required to answer basic questions for the customer seeking loan assistance. Customer service skills required. The ability to effectively communicate both verbally and in writing with customers preferred. RESPONSIBILITIES: Review loan records to ensure no exceptions from external audits Board new and renewed loans Prepare consumer CL 101 as needed to meet time frames of customer Customer service skills and ability to communicate effectively with customers orally and in writing *NO loan file exceptions; * NO Tickler exceptions Perform other duties as assigned POSITION REQUIREMENTS: High School Diploma or equivalent Utilization of spread sheets to input financial information for analysis of loan officer Excellent written and verbal communication skills Excellent customer relation skills Proficient in Microsoft Word, Excel, Outlook, and any type of loan software Strong organizational skills, attention to detail, and the ability to produce a large volume of work in a very fast paced environment Basic accounting knowledge preferred

Loan Assistant

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Loan Assistant

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    JOB TITLE: Loan Assistant JOB DESCRIPTION: The successful candidate for this position will assist the loan officer with commercial loans, applications, credit reports, underwriting, and financial spreads. This position will also be required to answer basic questions for the customer seeking loan assistance. Customer service skills required. The ability to effectively communicate both verbally and in writing with customers preferred. RESPONSIBILITIES:

    Review loan records to ensure no exceptions from external audits Board new and renewed loans Prepare consumer CL 101 as needed to meet time frames of customer Customer service skills and ability to communicate effectively with customers orally and

    in writing *NO loan file exceptions; * NO Tickler exceptions Perform other duties as assigned

    POSITION REQUIREMENTS:

    High School Diploma or equivalent Utilization of spread sheets to input financial information for analysis of loan officer Excellent written and verbal communication skills Excellent customer relation skills Proficient in Microsoft Word, Excel, Outlook, and any type of loan software Strong organizational skills, attention to detail, and the ability to produce a large volume of

    work in a very fast paced environment Basic accounting knowledge preferred