Commercial Loan Assistant

Golden Route Operations, LLC; Springfield (MO); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Legacy Bank and Trust is seeking a Full-Time Loan Assistant in Springfield, MO. The role supports commercial lending operations, processes loan documents, and coordinates with title companies, appraisers, and third parties to ensure timely closings.

The position requires prior loan assistance and banking experience, a strong multi-tasking ability, and proficiency in MS Word, Excel, and Outlook. Training and regular business hours are provided.

Qualifications

• Previous loan assisting experience preferred.
• Previous banking experience preferred.

Responsibilities

• Generate new loan documents in our loan documentation software and review any attorney prepared documentation.
• Review and produce renewal and modifications to existing credits.
• Assist loan officer in all aspects of lending.
• Communicate with title companies in the ordering of title searches and insurance.
• Order appraisals, when necessary, on real estate transactions.
• Handle insurance and other third parties related to lending transaction.
• Have a solid understanding of all bank products. (Loan and Deposit)
• Load new and renewed loans onto our core operating system.
• All other loan operations and processing duties as assigned.
• Complete all required training.
• Help coordinate participations and wires for all bought and sold loans.
• Assist with compliance of all affordable housing and new market tax credit loans.
• Sit on closing calls and follow development loans through completion and stabilization.
• Confidentiality
• The ability to handle multiple functions at the same time
• Positive attitude and highly motivated
• Microsoft Word, Excel, and Outlook experience

Skills

Microsoft Word

Excel

Outlook

Job description

• Location 3250 E. Sunshine Street,Springfield, MO, 65804,United States
• Job Category Loan Assistant, Commercial Lending
• Employee Type Full Time

Contact information

• Name Katrina Sweaney

Description

Summary: Full-Time Loan Assistant - 40 hours/week

Availability: Monday – Friday 8:00am – 5:00pm - Springfield (Flexibility required)

Essential Job Functions

• Generate new loan documents in our loan documentation software and review any attorney prepared documentation.
• Review and produce renewal and modifications to existing credits.
• Assist loan officer in all aspects of lending.
• Communicate with title companies in the ordering of title searches and insurance.
• Order appraisals, when necessary, on real estate transactions.
• Handle insurance and other third parties related to lending transaction.
• Have a solid understanding of all bank products. (Loan and Deposit)
• Load new and renewed loans onto our core operating system.
• All other loan operations and processing duties as assigned.
• Complete all required training.
• Help coordinate participations and wires for all bought and sold loans.
• Assist with compliance of all affordable housing and new market tax credit loans.
• Sit on closing calls and follow development loans through completion and stabilization.
• Confidentiality
• The ability to handle multiple functions at the same time
• Positive attitude and highly motivated
• Microsoft Word, Excel, and Outlook experience

Education and Experience

• Previous loan assisting experience preferred
• Previous banking experience preferred

Physical Requirements

Onsite Position

• Seeing: Must be able to see well enough to see computer screen and read documents. (75-100% of work time spent on activity)
• Hearing: Must be able to hear well enough to communicate with customers, vendors, and employees. (75-100% of work time spent on activity)
• Sitting: Must be able to sit for long periods of time. (50-74% of work time spent on activity)
• Standing/Walking: Must be able to move about office. (25-49% of work time spent on activity)
• Climbing/Stooping/Kneeling: Must be able to stoop or kneel to pick up paper products or materials. (0-25% of work time spent on activity)
• Lifting/Pulling/Pushing: Must be able to lift up to 10 pounds. (0-24% of work time spent on activity)
• Grasping/Feeling: Must be able to write, type and use technical equipment. (75-100% of work time spent on activity)

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

• 401(k)
• 401(k) matching
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical setting

-Office

The statements herein are intended to describe the general nature and level of work being performed but are not to be seen as a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment and are subject to change at the discretion of the employer. Legacy Bank and Trust is an equal opportunity employer.