Community Loan Assistant I

First United Bank; Northern (KY); Hybrid; USD 30,000 - 40,000; Full time

Job summary

First United Bank is seeking a Community Loan Assistant I to provide exceptional service to bank customers by assisting with consumer and real estate loans. You will support loan officers, prepare and review loan documentation, and help maintain accurate loan files while delivering reliable, friendly service.

The role requires basic math, strong computer skills, and excellent communication to handle customer inquiries and complete loan processing tasks efficiently.

Qualifications

• High school diploma or GED required; banking experience preferred.
• Two to three years of prior loan assistant experience preferred.
• Proficient computer and basic mathematical skills required.
• Provides exceptional customer service and product knowledge.
• Ability to handle loan processing tasks and documentation efficiently.

Responsibilities

• Explain, promote, and sell bank products/services based on customer needs.
• Support loan officers with closing, booking loans, and documentation.
• Assist customers with loan and credit applications and update loan data.
• Prepare and mail past due letters and collect documents as needed.
• Maintain accurate loan files with signatures and dates.

Skills

Basic mathematical skills

Proficient computer skills

Loans knowledge

Customer service

Problem solving

Organizational skills

Interpersonal skills

Communication skills

Email/Phone tools

Education

High school diploma or GED

Tools

Email

Loan processing software

Job description

## Community Loan Assistant IApply: Hugo, OK: Full time: Posted Today: R 06881## **Join Our Team!**We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our \"Get Started\" section to take your first step to being a part of First United.## The Position### **Job Title**Community Loan Assistant I### **Job Description**Job Description**SUMMARY**This position is responsible for providing exceptional service to bank customers by assisting with loans for consumer and real estate as well as utilizing knowledge of the various accounts and products offered by the bank.**MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)*** Explains, promotes, and sells bank products and services as appropriate based on individual customer needs.* Supports First United’s strong relationship banking culture through on-going customer contact, exceptional customer service, and superior product knowledge.* Provides administrative support to the loan officer including closing and booking loans, preparing loan worksheets, collecting and ordering necessary documents such as flood certificates, title work, and appraisals.* Assists customers in filling out loan and/or credit applications. Updates loan information in computer.* Ensures that loan files contain documents with proper signature, dates, and other relevant data.* Assembles and verifies accuracy of loan documentation by checking documents for proper vesting, legal descriptions, closing dates, and signatures.* Prepares and closes deferrals. Provides assistance to the loan officer with exception reports.* Answers telephone inquires and written inquires concerning loan processing and account information. Accepts loan payments.* Prepares and mails past due letters and collection letters.* Provides NADA values for customers.* Performs variety of clerical duties requiring knowledge of departmental procedures.**ADDITIONAL DUTIES AND** RESPONSIBILITIES* Handles customer complaints and escalates issues to supervisor as needed.* Maintains cleanliness in and around work station.* Recommends to supervisor possible methods to improve department.* Completes all required compliance exams on a yearly basis.* Adherence to all First United Policies and Procedures.* Dresses professionally.* Other duties as assigned by supervisor.**EMPLOYEE SPECIFICATIONS**To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.**Education and Work Experience*** High school diploma or GED required.* Prior banking experience preferred.* Two to three years of prior loan assistant experience preferred.**Technical/Functional Competencies*** Basic mathematical skills.* Proficient computer skills.* Strong understanding of loans and loan products.* Exceptional customer service skills.* Good problem-solving and decision making skills.* Demonstrates good judgment.* Strong organizational skills.* Strong interpersonal skills and ability to work well with a wide range of people.* Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication.* Ability to use e-mail, phone, and other communication tools are necessary.* Willingness to accept additional responsibilities.* Dependable and adheres to time lines and schedules.* Takes initiative in development and completion of projects.NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.