Summary/Objective

• Increased level of complex loan preparation

1. Performs all administrative duties including answering phone calls, sending emails to clients, performing research and accomplishing various customer service-related duties.
2. Full knowledge of consumer, commercial and real estate loans that we offer as well as taking a personal initiative to stay updated on any changes. Basic knowledge of all lending regulations applicable to the job function and of all bank policies and procedures, with a willingness to participate in educational opportunities.
3. Responsible for assisting customers needing loan information and completing various types of loan applications. Must obtain appropriate information to prepare consumer, commercial and real estate loan documents for funding and assist the customer in signing the loan closing documents.
4. Responsible for communicating effectively with Title Companies, Insurance Companies, Car Dealerships, Attorneys and Environmental Consulting Firms. Also, assist the Loan Officers in preparing appraisal requests and environmental report requests.
5. Performs other related duties as assigned by management.
6.  Full knowledge and understanding of loan files, title work, appraisals, surveys, insurance and closing documents.  Knowledge of construction budgets balancing and processing a plus. 
7. Basic knowledge of all banking regulations, applicable to the job function, and of all bank policies and procedures, with a willingness to participate in educational opportunities.
8. Performs other related duties as assigned by management.

Position Qualifications

1. Must have prior knowledge of loan documentation.
2. Must have the ability to ensure that appropriate efficiency, accuracy, and customer service is provided to customers to ensure that the bank’s goal of “Exceeding Expectations” is met.
3. Must have the ability to demonstrate accuracy and efficiency in a fast-paced environment.
4. Must have the ability to maintain a high level of confidentiality.
5. Must have the ability to speak, read and write proficiently in English to communicate and interact with customers and bank staff.
6. Must be organized to effectively perform the variety of tasks the position requires.
7. Must be skilled in communicating with customers and co-workers in courteous and professional manner. 
8. Must be skilled in effectively listening to customers and making appropriate referrals
9. Must have the ability to maintain regular and reliable attendance, and the ability to work flexible hours, including weekends (if needed).
10. Must be willing to take initiative to learn new tasks and accept new responsibilities.
11. Must quickly grasp and retain the concepts that are foundational to effectively function in this position.
12. Must have the ability to make judgments within the scope of authority
13. Bilingual preferred.

1. High school diploma or equivalent.
2. Experience in banking with an emphasis on loan operations
3. Computer skills – basic knowledge of Word, Excel and Outlook

1. The employee will frequently sit or stand for extended periods of time and must be able to remain in a stationary position.
2. The employee will frequently move about inside the office setting to access office equipment, file cabinets, etc.
3. The employee will frequently communicate and interact with bank staff and customers and must be able to exchange accurate information.
4. The employee will occasionally be required to move bank/office equipment weighing up to 50 pounds across premises.