Full Time Loan Assistant

Cache Valley Bank; Ogden (UT); On-site; USD 42,000 - 64,000; Full time

Job summary

Cache Valley Bank is seeking a detail‑oriented loan administrator to work with the loan team on exception handling and documentation accuracy. The role involves collaborating with lending teams, compliance officers, and credit administration leadership to resolve issues and ensure policy adherence.

The position may include training in SBA, consumer, commercial and compliance aspects, with emphasis on accurate documentation and excellent customer service.

Qualifications

• Clear, accurate and cordial communication via email and phone.
• Ability to build simple worksheets and reports in Excel and Microsoft Office.
• Strong problem solving skills and attention to detail.
• Knowledge of loan documentation is helpful but not required.
• Sparak banking system experience is preferred.

Responsibilities

• Work with loan administrative team to clear exceptions found during loan input review.
• Track and clear exceptions during pre- and post-loan reviews as conditions are met.
• Assist department supervisors and help with pre/post-loan information gathering.
• Some loan processing; may receive training in SBA, consumer, commercial and compliance areas.
• Adhere to Cache Valley Bank's credit policy and procedures.
• Develop ability to resolve loan documentation issues with lending teams, compliance and leadership within credit administration.

Skills

Communication

Excel

Problem solving

Loan documentation

Sparak banking system

Customer service

Detail oriented

Team player

Ethical standards

Tools

Microsoft Office

Sparak banking system

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Works jointly with other loan administrative members to clear exceptions discovered during loan input review
• Track exceptions during pre and post-loan reviews. Clear exceptions once conditions are met
• Work closely with department supervisors, including assisting with pre and post-loan information gathering
• Some loan processing; may include training in SBA, consumer, commercial and compliance areas
• Must be very familiar with Cache Valley Bank’s credit policy
• Must work toward being on his or her own after 90 days and be capable of resolving loan documentation issues with lending teams through collaboration and interaction with the lending teams, compliance officers and with leadership within credit administration

KNOWLEDGE, SKILLS AND ABILITIES:

• Communicate clearly, accurately and cordially through email and telephone
• Ability to build simple worksheets and reports in Excel and other Microsoft Office products
• Must have problem solving skills
• Knowledge of loan documentation experience is helpful but not required
• Sparak banking system experience preferred.
• Excellent customer service skills, outgoing, able to tactfully resolve issues as they arrive
• Detail oriented, accurate and efficient
• Team player who also displays individual initiative
• Maintain the highest ethical standards as defined by Cache Valley Bank’s vision and values