Loan Assistant II - Paducah, KY at Independence Bank

The Loan Assistant II will be responsible for assisting Loan Officers in gathering and inputting applicant information. This position updates loan data, assembles documentation, and ensures all files contain documents with proper signatures and dates.

• Contacts customers to set appointments

• Answers routine customer questions about loan process

• Inputs loan application information into loan systems

• Ensures deadlines are met and coordinates with applicable departments as needed

• Submits loan packages to underwriting and/or credit approval areas

• Helps resolve issues or errors that may occur during processing

• Ensures closed loan files are complete with required documents and signatures

• Provides administrative and operational support to multiple lending functions in accordance with established systems and procedures

• Assists Loan Officers as needed with a variety of loans, including mortgage, retail, commercial, and home equity lines of credit

Required/Preferred

Education Level

Description

Required

High School or GED

Minimum

Comments

1

One (1) year of loan assistant experience required

Required/Preferred

License / Certification

Description

Required

Independence Bank Loan Assistant Certification within 6 months

• Computer competency and experience with Microsoft Word, Excel, and Outlook preferred

• Ability to work as part of a team

• Customer service skills

• Oral and written communication skills

• Ability to identify and seek needed information

• Research skills

• Detail oriented

• Ability to meet deadlines

• Organizational skills

• Ability to understand and follow directions

Indoors, environmentally controlled. Usual office working conditions. The noise level in the work environment is typical of most office environments with telephones, personal interruptions, and background noises.

Requirement

Frequency

No travel required

Never or Rarely

Mandatory vacation not required

Requirement

Frequency

Sitting (remaining in a seated position)

Constantly

Standing (remaining on one’s feet in an upright position without moving about)

Occasionally

Walking (moving about on one’s feet)

Occasionally

Lifting (raising or lowering an object from one level to another)

Occasionally

Carrying (transporting an object, usually by holding it in the hands or arms or on the shoulder)

Occasionally

Pushing/Pulling (exerting force upon an object so that the object moves away or toward the force)

Occasionally

Reaching (extending hand(s) and arm(s) in any direction, such as overhead, below waist, forward or lateral)

Occasionally

Keyboarding (entering text or data using computer keyboard or 10-key numeric keyboard)

Constantly

Pinching/Gripping (seizing, holding, grasping, turning or otherwise working with the hand(s) or fingers)

Never or Rarely

Stooping (bending downward and forward by bending spine at the waist)

Never or Rarely

Squatting/Crouching (bending body downward and forward by bending legs and spine)

Never or Rarely

Kneeling (bending legs at knees to come to rest on knee(s))

Never or Rarely

Crawling (moving about on hand and knees or hands and feet)

Never or Rarely

Climbing (ascending or descending ladders, stairs, ramps)

Never or Rarely

Speaking (expressing or exchanging ideas by means of the spoken word to impart oral information to customers and to convey detailed spoken instructions accurately, loudly, or quickly)

Frequently

Hearing (the ability to hear, understand, and distinguish speech, either in person or telephonically)

Frequently

Near Visual Acuity (clarity of vision at approximately 20 inches or less)

Frequently

Far Visual Acuity (clarity of vision at approximately 20 feet or more)

Occasionally

May require lifting up to 10 pounds