What are the responsibilities and job description for the Loan Assistant - Juneau Regional Branch position at fnbalaska?
GENERAL PURPOSE SUMMARY
Assists one or more lending officers in a lead administrative capacity servicing a loan portfolio of greater than $15 million; compiles preliminary loan documentation for lending officer review and approval by performing the following essential duties and responsibilities:
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Assists one or more lending officers in a lead administrative capacity servicing a loan portfolio of greater than $15 million; compiles preliminary loan documentation for lending officer review and approval by performing the following essential duties and responsibilities:
ESSENTIAL DUTIES AND RESPONSIBILITIES
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Prepares preliminary loan packages by obtaining financial, borrower, collateral, and insurance information for officer review; acts as a liaison between officer and borrower.
- Provides office management and administrative services for officer by distributing and accepting loan applications, compiling, preparing, and processing loan files for approval and underwriting.
- Sets up, completes, and maintains loan files; closes loans and disburses proceeds; files correspondence and other records; prepares primary commercial account loan transactions independently for officer review and approval.
- Maintains and updates customer and collateral information in the bank's loan and deposit database system; maintains various tracking logs; assigns application and loan numbers; makes copies of documents, assists customers with loan and escrow questions, payments and payoffs, and takes messages.
- Composes and prepares correspondence; prepares outgoing mail and cost center bill payments.
- Reviews collateral and Uniform Commercial Code documentation and takes necessary steps to ensure bank's preferred lien position; processes construction loan disbursement requests.
- Performs other work-related duties as assigned by supervisor.
- Stay up to date on relevant laws and regulations and complete all compliance training on time.
- Knowledgeable of and comply with bank policies, procedures, laws, and regulations that apply to you and your job.
- Maintain customer confidence and protect the bank’s operations by identifying and protecting confidential information.
