Loan Assistant

This position supports lenders by collecting and organizing the information and documentation required for commercial and consumer loans. The role ensures that all necessary checklists and forms are accurately completed prior to processing to maintain efficiency and compliance. Responsibilities also include obtaining customer signatures and coordinating the timely disbursement of loan proceeds, while providing a smooth and positive experience for customers throughout the process.

• Assist relationship managers in ordering title work, payoffs, and any other documentation required for loan processing.
• Handle day-to-day transactions for customers and acts as a liaison between lenders and the loan operations department (transfer funds, draws, wires, payments, ATS, etc.)
• Assist and handle loan closings.
• Assist with tracking of loan information to include customers’ financial statements, insurance, deeds of trust, titles, etc.
• Loan exceptions: Assist lending staff with clearing exceptions regarding financial statements, insurance requirements, title requirements, car titles, and any and all other exception items.
• Assist lenders and portfolio managers with construction monitoring, draw requests, ordering inspections and title endorsements, completing drawsheets, etc.
• Assist portfolio managers with entering customer information into Silverlake, completing verafin requirements, etc. when needed.
• Prepare letters and memos as directed by lenders.
• Performs notary public services.
• Practices diligence with duties involving Bank Secrecy Act compliance by obtaining Customer Identification Profile Information, reporting suspicious activity, obtaining beneficial ownership information and risk assessment and customer due diligence information.
• Regular and reliable attendance.
• Other duties as assigned by supervisory personnel.

Requirements

The following are required to enable job holders to perform the essential functions of the job.



Skills

• Proficient with standard office equipment and word processing
• Strong communication and interpersonal skills
• Basic math ability
• Organized, able to prioritize, and work independently
• Maintains confidentiality and professionalism

Knowledge

• Bank policies and procedures
• Loan documentation and processing
• Basic accounting and banking terminology
• Banking systems, laws, and regulations

EXPERIENCE/EDUCATION
College degree in business with minimum of one year experience in related field (legal, banking, lending, insurance, real estate) preferred or High school diploma or equivalent with 3-4 years of administrative/clerical experience in a related field (legal, banking, lending, insurance, real estate).

Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other class protected by law.

Benefits

-Medical, Dental, and vision insurance along with other life-event benefits

-Participation in our 401 (K) plan

-20 days of Paid Time Off, in addition to customary bank holidays