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Lending Assistant

Posted: 06/04/2024

POSITION PURPOSE
Responsible for providing clerical support for commercial lending activities.  Types, prepares, and files a variety of documents. Opens mail and performs miscellaneous clerical functions as needed.   Provides high quality and professional service to customers.

ESSENTIAL FUNCTIONS AND BASIC DUTIES
  • Assumes responsibility for the effective performance of assigned clerical, and account processing functions.
    • Makes transfers for businesses. 
    • Processes loan payments and tracks insurance on business loans.
    • Monitors disbursements on construction and development loans.
    • Types a variety of documents, records, and reports.  
    • Maintains, organizes, and updates business files.   
    • Makes address changes as needed.
    • Opens, sorts, and distributes mail.
    • Monitors needs of New Accounts and provides back up as necessary 
  • Assumes responsibility for establishing and maintaining effective business relations with customers.
    • Assists with questions and problems courteously and promptly.
    • Obtains and conveys information as needed.
    • Maintains the Bank's professional reputation.
  • Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management.
    • Assists, supports, and replaces Commercial Lending personnel as needed. 
    • Obtains and conveys information as needed.
    • Attends and participates in meetings as required. 
  • Assumes responsibility for related duties as required or assigned.
    • Assists in preparing loan documents.
    • Ensures that work area is clean, secure, and well maintained.
    • Completes special projects as assigned. 
PERFORMANCE MEASUREMENTS
  • Document preparation is accurate, neat, and timely.
  • Files are current and well organized.
  • Miscellaneous clerical functions are efficiently and effectively completed.
  • Professional working relations exist with customers.  
  • Assistance is provided as needed.  
  • Questions are answered courteously and promptly.
  • Good working relations and communications exist with Bank personnel and with management. 
  • Assistance and support are provided as needed.  
  • Management is appropriately informed.

QUALIFICATIONS
Education/Certification:  
  • High school graduate or equivalent.
Required Knowledge:  
  • Familiarity with business loan programs and service requirements.
  • Familiarity with general loan documentation helpful.                     
Experience Required:        
  • Prior experience helpful, particularly in a financial environment. 
Skills/Abilities:                  
  • Accurate and attentive to detail.
  • Well organized.
  • Strong typing abilities.
  • Ability to assist others.
  • Able to use computer, adding machine, copy machine, and basic business equipment.
Monday - Friday: 8:00 AM - 5:00 PM

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