Loan Assistant

Alpine Bank; Carbondale (CO); On-site; USD 32,000 - 39,000; Full time

Job summary

Alpine Bank in Carbondale, CO is seeking a Loan Assistant to support lenders and loan officers with consumer and commercial loan applications. This intermediate role involves extensive customer contact in person and on the telephone and requires adherence to bank policies and procedures.

Responsibilities include booking loans, gathering documentation, preparing disbursement entries, and assisting with collections and loan packets under $100,000.

Qualifications

• Excellent communication and courteous customer service, in person and on the phone.
• Strong administrative and secretarial skills with proper business correspondence.
• Knowledge of banking policies and compliance regulations.
• Intermediate math and keyboard skills.

Responsibilities

• Acts as liaison between location officers and back office lending personnel, including booking new loans and renewals.
• Gathers information and documentation for new loan requests, renewals and modifications.
• Prepares weekly past due, overdraft and maturing loan lists and assists in delinquency collection.
• Analyzes and prepares consumer loan packets under $100,000 and manages the process.
• Provides administrative assistance to commercial, consumer and branch loan officers.
• Maintains loan application packages content and supplies per Compliance Department directions.
• Prepares loan disbursement entries on signing date as instructed by Loan Processor.
• May assist with opening and closing the branch.
• Performs other duties as assigned.

Skills

Communication skills

Customer service

Microsoft Office

Secretarial skills

Banking policies

Attention to detail

Education

AA degree or equivalent

Colorado Driver's License

NMLS license

Tools

Microsoft Word

Microsoft Excel

Job description

The Loan Assistant, under general supervision and in accordance with established policies and procedures, provides administrative support to lenders and loan officers in gathering information required for Consumer and Commercial Loan Applications. An intermediate level position having extensive contact with customers and the public both in person and on the telephone.

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

• Acts a liaison between location officers and back office lending personnel, including booking new loans and renewals.


• Follows discussion with loan officers, communicates as appropriate with customer and gathers all necessary information and documentation for new loan requests, renewals and modifications.


• Prepares the weekly past due, overdraft and maturing loan lists and assists in the collection of past due loans.


• Analyzes and prepares consumer loan packets under $100,000 and manages the process.


• Provides administrative assistance to commercial, consumer and branch loan officers.


• Responsible for the content of and maintaining supplies of loan application packages at the direction of the bank's Compliance Department.


• Prepares appropriate loan disbursement entries (cashier’s checks, deposit, wire transfer etc.) on signing date, according to loan disbursement instructions provided by Loan Processor.


• Performs other duties as assigned.

Supervisory Duties

• May assist with opening and closing the branch.

Employees are held accountable for all duties of this job.

Job Qualifications

Knowledge, Skills, and Ability:

• Demonstrates excellent communication skills and the ability to provide courteous, knowledgeable and professional customer service, both in person and on the telephone, while independently consulting with the Bank’s customers.


• Demonstrated ability to perform a wide range of administrative and secretarial skills, including composing proper business correspondence (letters and electronic mail) to internal and external customers.


• Knowledge of general banking policies /procedures, including an understanding and application of banking compliance regulations.


• Intermediate-level mathematical skills and keyboard navigation.


• Ability to assume responsibility, display initiative, exercise good judgement and make and act upon decisions with minimal supervision.


• Proficiency in Microsoft Office (including but not limited to) Word, Excel and Outlook.


• Notary Public is a plus.

Education or Formal Training:

• An Associate’s Degree (AA) or equivalent from a two year college or technical school, or knowledge typically gained through a minimum of three (3) years progressively responsible experience in a high demand, multi-tasked professional administrative or secretarial position; or an equivalent combination of education and experience.


• Possession of, or ability to obtain, a valid State of Colorado Drivers’ License, required.


• Possession of, or ability to obtain, a valid NMLS License, required.

Experience:

• Previous bank lending experience is a plus.


• Customer Service Representative experience is preferred.

Working Conditions

This job operates in a professional office environment, that may include prolonged periods of standing and/or sitting. This role routinely uses standard office equipment such as computers, phones, and multifunction printers. Ability to function in a fast-paced environment is necessary. May include some weekend and evening hours. Routine travel to meet with remote staff, regional leadership, vendors, and other internal banking departments is required.

Physical Activities:

These are representative of those which must be met to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk and hear. This is largely a sedentary role; however, some filing is required; it would require the ability to reach for and lift files, open filing cabinets and bend or stand on a stool as necessary. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Employee may have to lift up to 25 pounds.

Note:

This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job.

Starting Rate of Pay is from $23.00 to $28.00 per hour, depending on experience.

Position anticipated to close November 30, 2026, or until filled.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.