Loan Assistant

Planters Bank & Trust Company

Job Notice

All Planters Bank employees are required to:

1. Live our core values of Head, Heart, Hands and Feet.
2. Is attentive to our customer needs with a welcoming personality.
3. Possesses a team-oriented attitude with a desire to see success in themselves and others.
4. Maintain a strict standard of confidentiality involving all transactions.
5. Develop a working knowledge of all bank products, policies, and procedures.

Primary Job Description: The Loan Assistant provides administrative, operational, and customer service support to Loan Officers and the lending team. This position is responsible for assisting with loan origination, document preparation, file maintenance, customer communication, loan closing coordination, and monitoring outstanding requirements or exceptions. The Loan Assistant helps ensure loan files are accurate, complete, compliant with regulatory requirements, and processed efficiently while delivering exceptional service.

**Please note- Non qualified applications will not be considered for the position. Likewise, applications with false or incomplete information will also not be considered for the position.

Education Required; Experience and Equipment Skills:   Resume Required….

1. High School education or equivalent education or training, or a combination of education and training.
2. Associate’s Degree in Business, Finance, Accounting, or a related field preferred.
3. Minimum of 2 years of banking, lending, loan operations, or financial services experience preferred.
4. Experience supporting commercial, consumer, or mortgage lending activities strongly preferred.
5. Knowledge of loan documentation and banking procedures preferred.
6. Critical thinking and using logic and reasoning to complete loan paperwork
7. Knowledge of lending processes and loan documentation preferred.
8. Working knowledge of banking regulations and compliance requirements.
9. Excellent organizational and time-management skills.
10. High attention to detail and accuracy.
11. Strong verbal and written communication skills.
12. Ability to manage multiple priorities in a fast-paced environment.
13. Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
14. Ability to learn and operate loan origination and core banking systems.
15. Strong customer service and relationship-building skills.
16. Ability to maintain confidentiality and exercise sound judgment
17. Satisfactory Credit Bureau and Background report.

Physical Requirements:                                Frequency          Weight/Pounds

Sitting                                                                  85%                       

Standing                                                                 5%

Walking                                                                  5%

Fine Manipulation of Hands                              100%

Lifting                                                                    1%                        5 lbs

Carrying                                                                 1%                        5 lbs

Pushing/Pulling                                                      1%

Bending/Squatting                                                 1%

Reaching Overhead                                               1%