Loan Assistant

Responsibilities

• Process loans including preparation, computer input, and follow-up
• Assist with loan closings and preparation for loan committees
• Prepare reports for management
• Establish and maintain filing, record keeping, and documentation
• Assist customers with loan or account inquiries
• Assist with bill paying, GL entries, and payment processing
• Perform exception tracking and other assigned duties

Requirements

• High School diploma or equivalent banking experience
• Knowledge of bank operations, policies, and procedures
• Knowledge of loan processes and basic accounting
• Proficiency in word processing and spreadsheet software
• Strong attention to detail and accuracy
• Ability to work under deadline pressure and function as a team player

Preferred Qualifications

• Previous experience with computer software and bookkeeping