Job Title: Loan Officer Assistant

Reports To: Varies

Direct Reports: N/A

Salary Grade: 5

SUMMARY

Assist with consumer and commercial loans in compliance with financial institution policies and procedures. Input and update loan data into financial institution computer system; assemble and verify loan documents for accuracy.

EDUCATION AND EXPERIENCE REQUIREMENTS

• High School diploma or equivalent 
• Minimum of 1 year experience in a financial organization preferred
• Experience in commercial and consumer lending preferred
• Successful completion of in-house training program or approved external training program
• Good interpersonal communication and organizational skills
• Proficient keyboarding skills
• Proficient in Microsoft office programs
• Good understanding of financial institution products and services and procedures pertaining to loan operations and compliance
• Attention to detail
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

JOB FUNCTIONS

• Provide administrative assistance to the loan officer and staff, including updating loan data or inputting loans into the system as needed, and assembling of loan documentation
• Ensure loan files contain documents with proper signature, dates, and other relevant data
• Assemble and verify accuracy of loan documentation
• Check documents for proper vesting, legal descriptions, closing dates, and signatures
• Perform variety of clerical duties requiring knowledge of departmental procedures and use office computers for data input and other activities 
• Order credit reports
• Answer customer inquiries
• Be familiar with bank products and services and look for opportunities to develop new customer relationships and strengthen existing customer relationships using United’s need-based sales approach
• Work loan exceptions
• Obtain and work insurance list
• Create and/or verify wire transfers
• Assist other departments on a temporary basis as needed during peak hours

SUPERVISORY RESPONSIBILITY

This position has no direct reports. 

WORK ENVIRONMENT

Location in United Footprint

POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position requires up to 5 % travel.

OTHER

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.