General Purpose

The Loan Assistant, under general supervision and in accordance with established policies and procedures, provides administrative support to lenders and loan officers in gathering information required for Consumer and Commercial Loan Applications. An intermediate level position having extensive contact with customers and the public both in person and on the telephone.

Essential Duties/Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Regular and Reliable on-site attendance is required as an essential function of this position.
• Acts a liaison between location officers and back office lending personnel, including booking new loans and renewals.
• Follows discussion with loan officers, communicates as appropriate with customer and gathers all necessary information and documentation for new loan requests, renewals and modifications.
• Prepares the weekly past due, overdraft and maturing loan lists and assists in the collection of past due loans.
• Analyzes and prepares consumer loan packets under $100,000 and manages the process.
• Provides administrative assistance to commercial, consumer and branch loan officers.
• Responsible for the content of and maintaining supplies of loan application packages at the direction of the bank's Compliance Department.
• Prepares appropriate loan disbursement entries (cashier's checks, deposit, wire transfer etc.) on signing date, according to loan disbursement instructions provided by Loan Processor.
• Performs other duties as assigned.

Supervisory Duties:

• May assist with opening and closing the branch.

Employees are held accountable for all duties of this job.

Job Qualifications

Knowledge, Skills, and Ability:

• Demonstrates excellent communication skills and the ability to provide courteous, knowledgeable and professional customer service, both in person and on the telephone, while independently consulting with the Bank's customers.
• Demonstrated ability to perform a wide range of administrative and secretarial skills, including composing proper business correspondence (letters and electronic mail) to internal and external customers.
• Knowledge of general banking policies /procedures, including an understanding and application of banking compliance regulations.
• Intermediate-level mathematical skills and keyboard navigation.
• Ability to assume responsibility, display initiative, exercise good judgement and make and act upon decisions with minimal supervision.
• Proficiency in Microsoft Office (including but not limited to) Word, Excel and Outlook.
• Notary Public is a plus.

Education, Experience, Formal Training:

• An Associate's Degree (AA) or equivalent from a two year college or technical school, or knowledge typically gained through a minimum of three (3) years progressively responsible experience in a high demand, multi-tasked professional administrative or secretarial position; or an equivalent combination of education and experience.
• Previous bank lending experience is a plus.
• Customer Service Representative experience is preferred.
• Possession of, or ability to obtain, a valid State of Colorado Drivers' License, required.
• Possession of, or ability to obtain, a valid NMLS License, required.

Working Conditions

Working Environment:

This job operates in a climate controlled, fast-paced office environment with prolonged periods of sitting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Repetitive motion likely. Some travel may be necessary. May occasionally be required to work weekend, after normal hours and/or holidays.

Physical Activities:

These are representative of those which must be met to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to stand, walk, sit, reach with arms, talk or hear and use hands to finger dexterity, handle or feel objects, tools or controls. The employee is occasionally required to climb or balance, stoop, kneel, crouch and may occasionally use ladders for a variety of tasks. The employee must frequently lift and/or move 10-55 pounds and occasionally lift and/or move 20-25 pounds. Specific vision abilities required by this job include close, distance, color and peripheral vision, depth perception and ability to adjust focus. Some driving may also be required.

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Starting Rate of Pay is from $23.00 to $28.00 per hour, depending on experience.

Position anticipated to close April 19, 2024 or until filled.

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