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Loan Assistant

Job Description

GENERAL SUMMARY:
Serve as support to the loan area.
 
RESPONSIBILITIES AND DUTIES:
  1. Processes loans, which include:  preparation work, computer input and follow-up.  
  2. May assist with loan closings.
  3. Prepare reports for management.
  4. Assists with preparation of loans for loan committee, as needed.
  5. Establishes, maintains, and revises filing and record keeping articles, records, and other documents.
  6. Assists with customers in reference to loan questions or account questions.
  7. Assists will bill paying and GL entries.
  8. Exception tracking.
  9. Processes payments.
  10. Performs other duties as assigned.
  11. 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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Benefits

We offer fair and competitive compensation as well as bonus based on an employee's years of service and possible discretionary merit bonuses. Employees also have the opportunity to participate in the Bank incentive programs based on charter/branch guidelines.  Other benefits include:

  • 8 paid holidays
  • 17 PTO days each year for the first five years of employment.  Employees must also complete the 90-day introductory period prior to accruing PTO.
  • New employees will receive 12 hours of paid sick time upon their hire date
  • After five years, 22 PTO days each year
  • Health, dental, prescription drug card, vision, and voluntary life insurance plans
  • Health Savings Account with employer contributions
  • Flexible medical and dependent care spending plans
  • Parental Leave after one year of full time employment
  • 401K plan after 3 months and start of next quarter with employer contributions and profit sharing 
  • Free checking account and basic printed checks
  • Free safe deposit box
  • $15,000 group term life insurance
  • Long term disability insurance
  • Employee Assistance Program
  • Educational Assistance
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