What are the responsibilities and job description for the Loan Assistant position at Lake Ridge Bank?
JOB REQUIREMENTS: Description: Are you detail-oriented,
relationship-driven, and energized by supporting business growth? As a
Loan Assistant, you\'ll play an essential role in helping our Commercial
and Agricultural lenders deliver an exceptional client experience. In
this role, you\'ll be the trusted partner behind the scenes, proactively
managing loan portfolios, coordinating the loan process from application
to closing, and ensuring every detail is handled accurately and
efficiently. You\'ll serve as a key connection point between clients,
lenders, underwriting, and loan operations, helping move deals forward
while building strong, lasting relationships. Your work will directly
support local businesses and agricultural clients by streamlining
documentation, facilitating communication, and ensuring a smooth,
responsive lending experience. By combining organization,
problem-solving, and outstanding service, you\'ll contribute to client
retention, business development, and the overall success of our lending
team. If you thrive in a collaborative environment and enjoy being a
vital part of helping businesses grow, this is a role where you can make
a meaningful impact. The home office is flexible based out one of our
Lake Ridge Bank communities. Retention and Development of Commercial &
Ag Client Relationships Assist clients with various requests including
but not limited to line of credit draws, overdraft information, and
other duties that does not require the attention of the Lenders. Build
trust and rapport with clients by being a confidential/direct contact
for them. Facilitate and keep lines of communication open by acting as a
liaison between clients, Lenders, loan production, underwriters, and
other bank personnel. Promote and refer other bank products and services
to solidify banking relationship with clients. Assist with Lenders
appointment and meeting calendars as appropriate. Attend outside client
meetings as needed. Work with/assist Lenders and Loan Production with
past due reports, collection calls, collecting of financial statements,
etc. as appropriate. Assist with data entry into the loan and/or banking
systems as needed or requested including but not limited to logging
activities and opportunities for lenders in Sageworks. Perform functions
associated with Commercial and Agriculture Loans: Actively assist in the
loan origination process for new and renewal loan requests by assisting
Lenders, loan production, underwriting and/or others, including but not
limited to, starting online loan applications and running pricing models
in Sageworks, producing Client Relationship Summary sheets in Marquis,
managing lender\'s renewal pipeline proactively, communicating with
lenders and clients on information needed and completing workflow tasks
in Sageworks. Assist loan production and underwriting with information
requests needed to complete a loan package, including but not limited
to, required financial documents, specific loan related project or
purchase documents, client entity documents, personal identification
verification documents and evidence of insurance for collateral securing
loans. Communicate professionally with clients in order to collect all
documentation necessary or as requested. Actively monitor collection for
expediency and follow up with clients or internal associates as
necessary on progress. Perform clerical duties including copying of
client documentation as appropriate, assisting in loan closings, mailing
out renewal paperwork, following up on pending items, etc. Assist in
coordinating closings with lenders, clients or other associates.
Actively communicate with lenders and other loan staff on the status of
loans being worked on for progress, timing, etc. Assist with Pipeline
Reporting and be an active participant to collaborate on calls and in
meetings. Other Responsibilities: Provide general clerical duties on as
needed to both the lending t ams and/or other areas of the bank to
provide extraordinary client experience. Continually develop knowledge,
Skills And Abilities Through Internal And External Training Programs.
Complete all annual security and compliance training as required.
Maintain confidentiality of client information at all times. Actively
participate in bank and department meetings. Perform all other duties as
assigned or requested. Requirements: High School diploma or equivalent
and/or administrative/client service experience working with Commercial
and/or Agriculture clients. Exceptional interpersonal and communication
skills to be able to interact and communicate with a diverse group of
clients. Demonstrated ability to represent the organization in a
professional, positive manner. Demonstrated problem solving skills with
the ability to make independent decisions. Strong organizational skills
with the ability to prioritize multiple competing tasks and work in a
fast-paced environment. Strong attention to detail with excellent follow
up skills. Advanced computer skills with working knowledge of software
programs, such as, Word, Excel, Microsoft Outlook and the Internet with
ability and willingness to learn new software/programs. Good accounting
skills with the ability to work precisely with numbers and financial
calculations. Capability to maintain confidentiality of client
information. Ability to speak, read, write and understand English
clearly. Preferred Qualifications: Associate degree in Administrative
Professional, Business Management, Finance, Accounting or similar
program and/or two-three years previous experience. Previous experience
with commercial and/or agriculture loans. Knowledge of banking systems,
particularly Fiserv systems and Abrigo a plus. Familiarity with
financial products and services. Lake Ridge Bank values a diverse
workforce and is an Affirmative Action/Equal Opportunity Employer.
Consistent with Lake Ridge Bank\'s commitment to employ and advance
qualified individuals with disabilities, Lake Ridge Bank provides
reasonable accommodation to apply for or perform a job. Some examples of
reasonable accommodation include alternate methods to apply, providing
documents in an alternate format, altering work procedures, specialized
equipment or use of an interpreter. If an individual needs reasonable
accommodations to apply or perform a job here at Lake Ridge Bank, please
contact Human Resources at (608) 849-2700 or email us. PI284781428
\*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
https://www.click2apply.net/aAzPWRUbonk17uJnYinpKW
relationship-driven, and energized by supporting business growth? As a
Loan Assistant, you\'ll play an essential role in helping our Commercial
and Agricultural lenders deliver an exceptional client experience. In
this role, you\'ll be the trusted partner behind the scenes, proactively
managing loan portfolios, coordinating the loan process from application
to closing, and ensuring every detail is handled accurately and
efficiently. You\'ll serve as a key connection point between clients,
lenders, underwriting, and loan operations, helping move deals forward
while building strong, lasting relationships. Your work will directly
support local businesses and agricultural clients by streamlining
documentation, facilitating communication, and ensuring a smooth,
responsive lending experience. By combining organization,
problem-solving, and outstanding service, you\'ll contribute to client
retention, business development, and the overall success of our lending
team. If you thrive in a collaborative environment and enjoy being a
vital part of helping businesses grow, this is a role where you can make
a meaningful impact. The home office is flexible based out one of our
Lake Ridge Bank communities. Retention and Development of Commercial &
Ag Client Relationships Assist clients with various requests including
but not limited to line of credit draws, overdraft information, and
other duties that does not require the attention of the Lenders. Build
trust and rapport with clients by being a confidential/direct contact
for them. Facilitate and keep lines of communication open by acting as a
liaison between clients, Lenders, loan production, underwriters, and
other bank personnel. Promote and refer other bank products and services
to solidify banking relationship with clients. Assist with Lenders
appointment and meeting calendars as appropriate. Attend outside client
meetings as needed. Work with/assist Lenders and Loan Production with
past due reports, collection calls, collecting of financial statements,
etc. as appropriate. Assist with data entry into the loan and/or banking
systems as needed or requested including but not limited to logging
activities and opportunities for lenders in Sageworks. Perform functions
associated with Commercial and Agriculture Loans: Actively assist in the
loan origination process for new and renewal loan requests by assisting
Lenders, loan production, underwriting and/or others, including but not
limited to, starting online loan applications and running pricing models
in Sageworks, producing Client Relationship Summary sheets in Marquis,
managing lender\'s renewal pipeline proactively, communicating with
lenders and clients on information needed and completing workflow tasks
in Sageworks. Assist loan production and underwriting with information
requests needed to complete a loan package, including but not limited
to, required financial documents, specific loan related project or
purchase documents, client entity documents, personal identification
verification documents and evidence of insurance for collateral securing
loans. Communicate professionally with clients in order to collect all
documentation necessary or as requested. Actively monitor collection for
expediency and follow up with clients or internal associates as
necessary on progress. Perform clerical duties including copying of
client documentation as appropriate, assisting in loan closings, mailing
out renewal paperwork, following up on pending items, etc. Assist in
coordinating closings with lenders, clients or other associates.
Actively communicate with lenders and other loan staff on the status of
loans being worked on for progress, timing, etc. Assist with Pipeline
Reporting and be an active participant to collaborate on calls and in
meetings. Other Responsibilities: Provide general clerical duties on as
needed to both the lending t ams and/or other areas of the bank to
provide extraordinary client experience. Continually develop knowledge,
Skills And Abilities Through Internal And External Training Programs.
Complete all annual security and compliance training as required.
Maintain confidentiality of client information at all times. Actively
participate in bank and department meetings. Perform all other duties as
assigned or requested. Requirements: High School diploma or equivalent
and/or administrative/client service experience working with Commercial
and/or Agriculture clients. Exceptional interpersonal and communication
skills to be able to interact and communicate with a diverse group of
clients. Demonstrated ability to represent the organization in a
professional, positive manner. Demonstrated problem solving skills with
the ability to make independent decisions. Strong organizational skills
with the ability to prioritize multiple competing tasks and work in a
fast-paced environment. Strong attention to detail with excellent follow
up skills. Advanced computer skills with working knowledge of software
programs, such as, Word, Excel, Microsoft Outlook and the Internet with
ability and willingness to learn new software/programs. Good accounting
skills with the ability to work precisely with numbers and financial
calculations. Capability to maintain confidentiality of client
information. Ability to speak, read, write and understand English
clearly. Preferred Qualifications: Associate degree in Administrative
Professional, Business Management, Finance, Accounting or similar
program and/or two-three years previous experience. Previous experience
with commercial and/or agriculture loans. Knowledge of banking systems,
particularly Fiserv systems and Abrigo a plus. Familiarity with
financial products and services. Lake Ridge Bank values a diverse
workforce and is an Affirmative Action/Equal Opportunity Employer.
Consistent with Lake Ridge Bank\'s commitment to employ and advance
qualified individuals with disabilities, Lake Ridge Bank provides
reasonable accommodation to apply for or perform a job. Some examples of
reasonable accommodation include alternate methods to apply, providing
documents in an alternate format, altering work procedures, specialized
equipment or use of an interpreter. If an individual needs reasonable
accommodations to apply or perform a job here at Lake Ridge Bank, please
contact Human Resources at (608) 849-2700 or email us. PI284781428
\*\*\*\*\* APPLICATION INSTRUCTIONS: Apply Online:
https://www.click2apply.net/aAzPWRUbonk17uJnYinpKW