LOAN ASSISTANT

Position General Responsibilities:

 This position will assist the Lending Officers (Ag, Commercial and Consumer). It is accountable for loan processing and for relieving the officers of administrative detail, including tickler file and other varied secretarial and clerical duties as may be designated. 

Education, Experience and Certification Requirements

Note:  Only minimum responsibilities are listed.  Other responsibilities may be required as requested by management.

Basic Qualifications

1. 2-year college level course of study in Business Administration and/or financial institution or related field experience or equivalent training and/or experience.

2.  Excellent customer service skills.

3.  Strong communication and organizational skills.

4.  Must be able to work independently and to prioritize multiple tasks.

Preferred Skills

1.  Previous Loan Processing Experience. 

Position Specific Responsibilities, Duties and Competencies

 Specific Responsibilities and Duties: 

 Loan Processing: 

1. UCC Filing and tracking (lien ticklers and file with Secretary of State)
2. Work with Central Loan Processing in preparing and procession of commercial, consumer, agriculture and construction loan documentation.
3. Liaison to Central Loan Processing using new Perfect Forms.
4. List all paid notes and track and mail “paid loans” to customers.
5. Print and assemble loan documents for Lending Officers.
6. Scan Loan papers to Central Office/Operations.
7. Book loan documents.
8. Disburse funds/fees for all Installment loan files.
9. Understanding and compliance with Stockman Bank lending policies and procedures for commercial, construction and consumer loans.
10. Book loan documents 

 For full description, which includes physical mental demands please see attachment.