Lending Assistant

Citizens National Bank; Bluffton (OH); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

Company Paid Life Insurance

Company Paid Short Term & Long Term DI

Paid Time Off including Vacation, Sick

11 Paid Holidays

Incentive Plan paid quarterly

Employee Stock Ownership Plan

Job summary

Citizens National Bank in Bluffton, OH is seeking a Lending Assistant to support the City President and Business Banking Officers with clerical tasks and data collection for processing, administration and closing of Commercial and Agricultural Loans.

A typical day includes assisting with loan applications, obtaining credit reports, completing UCC searches, preparing reports, and handling customer inquiries. On-site presence is required.

Qualifications

• High school diploma or GED required.
• Two years loan experience preferred.
• Strong written and verbal communication skills.
• Proficient in Word, Excel, and Outlook.

Responsibilities

• Assist with loan applications including UCAS, credit reports, and UCC searches.
• Provide exceptional customer service by phone, in person, or via email.
• Collect closing information and prepare reports and files.
• Adhere to confidentiality and bank policies.

Skills

Customer service

Communication

Multitasking

Organization

Problem solving

Professionalism

Education

High school diploma or GED

Tools

Word

Excel

Outlook

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Lending Assistant

Regular FT Full-Time Non-officer BLUFFTON, OH, US

3 days ago Requisition ID: 1162

Job Title: Lending Assistant

Status: Full Time

FSLA Job Class: Non-Exempt

Department: Loan

Reports To: City President

At Citizens National Bank, we have surrounded ourselves with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking foundation.

Citizens National Bank has an excellent opportunity available in our Bluffton market for a Lending Assistant. In this role you will assist the City President and Business Banking Officers by performing clerical support and duties related to the data collection required for processing, administration and closing of Commercial and Agricultural Loans.

A typical day may include the following:

• Assists with the loan application process including, but not limited to, assisting with UCAS, obtaining credit reports, completing UCC Searches, and other activities that may be required.
• Provide exceptional customer service whether by phone, in-person, email, written correspondence or any other method of communication.
• Collects loan closing information per documentation checklist for submission to loan processing department.
• Prepares reports and files documents electronically.
• Assists in researching information such as payments, advances, legal opinions, customer loan questions, etc.
• Composes and types letters, legal descriptions, reports and other general correspondence.
• Adhere to confidentiality, information security and all other policies of the bank.
• This position requires on-site presence for regular, successful performance.

JOB REQUIREMENTS:

• High school diploma or GED

ADDITIONAL QUALIFICATIONS:

• Two years loan experience
• Previous experience performing secretarial skills
• Proficient in providing exceptional customer service
• Must have stellar written and verbal communication skills
• High level of professionalism
• Ability to understand and carry out instructions furnished in written, oral, or diagram form. Must have the ability to deal with problems involving several concrete variables in standardized situations.
• Proficiency in computer software such as Word, Excel, and Outlook
• Must be capable of multi-tasking and have strong organizational skills
• Must have the ability to manage multiple priorities and meet deadlines.

WHAT'S GREAT ABOUT WORKING AT CITIZENS NATIONAL BANK?

• Medical, Dental, and Vision Insurance
• Company Paid Life Insurance
• Company Paid Short Term & Long Term Disability
• Generous Paid Time Off including Vacation, Sick, Personal, and Emergency Time
• 11 Paid Holidays
• Incentive Plan paid on a quarterly basis
• Employee Stock Ownership Plan for your retirement

Citizens National Bank is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities.