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.
Essential Functions, Duties and Responsibilities include, but are not limited to:
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
Education, Experience and Qualifications
Education
Required/Preferred
Education Level
Description
Required
High School or GED
Years of Experience
Minimum
Comments
1
One (1) year of loan assistant experience required
License / Certification
Required/Preferred
License / Certification
Description
Required
Independence Bank Loan Assistant Certification within 6 months
Additional Qualifications
Computer competency and experience with Microsoft Word, Excel, and Outlook preferred
Core Competencies
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
Working Conditions
Working Conditions
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.
Travel Requirements
Requirement
Frequency
No travel required
Never or Rarely
Mandatory Vacation
Mandatory vacation not required
Physical Requirements
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)
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