LOAN ASSISTANT at Pinnacle Bank/Bank of Colorado
Pinnacle Bank/Bank of Colorado · Montrose, United States Of America · Onsite
- Junior
- Office in Montrose
GENERAL SUMMARY:
Serve as support to the loan area.
RESPONSIBILITIES AND DUTIES:
- Processes loans, which include: preparation work, computer input and follow-up.
- May assist with loan closings.
- Prepare reports for management.
- Assists with preparation of loans for loan committee, as needed.
- Establishes, maintains, and revises filing and record keeping articles, records, and other documents.
- Assists with customers in reference to loan questions or account questions.
- Assists with bill paying and GL entries.
- Exception tracking.
- Processes payments.
- Performs other duties as assigned.
- Regular and reliable attendance.
KNOWLEDGE, SKILLS, AND ABILITIES:
- Knowledge of bank operations, policies, and procedures.
- Knowledge of loan processes and basic accounting.
- Knowledge of word processing and spreadsheet software.
- Skill in communicating effectively with management, customers, and co-workers.
- Ability to pay close attention to detail and work with a high degree of accuracy.
- Ability to create an organized efficient work environment without supervision.
- Ability to work under pressure of deadlines.
- Ability to function as a team player.
EDUCATION AND EXPERIENCE:
- High School diploma or equivalent experience in banking.
- Previous experience with computer software and bookkeeping preferred.
PHYSICAL REQUIREMENTS:
Seeing: 75-100%
Must be able to read reports, see computer screen, visit customer sites
Hearing: 50-74%
Must be able to communicate with co-workers
Standing/Walking: 25-49%
Must be able to run errands for the bank, make large quantities of copies.
Climbing/Stooping/Kneeling: 0-24%
Must be able to obtain files.
Lifting/Pulling/Pushing: 25-49%
Must be able to lift files daily.
Fingering/Grasping/Feeling: 75-100%
Must be able to use computer, write separate reports
PHYSICAL DIMENSIONS:
Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.
NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel.
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