Loan Assistant

Clear Lake Bank & Trust Inc; Clear Lake (IA); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) retirement savings plan with a 

generous employer match

100% employer paid life insurance

Long-term and short-term disability"

Generous paid time off plan

Job summary

Clear Lake Bank & Trust Company in Clear Lake, IA is seeking a Loan Assistant to prepare loan documents and maintain business banking files and accounts. The role emphasizes building strong customer relationships and ensuring accurate document management.

The candidate should have a high level of accountability, detail orientation, and excellent communication skills, with a willingness to participate in a Saturday rotation and community activities.

Qualifications

• High School diploma or equivalent required; some college preferred.
• 3+ years of experience in preparing commercial and agricultural loan documentation preferred.
• Excellent interpersonal skills, including oral and written communication, presentation, and facilitation skills.
• Internet and PC proficiency; ability to learn, understand, and assimilate new technology knowledge.
• Ability to work autonomously and act as a reliable resource for team members.

Responsibilities

• Prepares loan documents and maintains business banking documents, files and accounts.
• Acts as lead for document management for the Business Banking Department Mason City Offices.
• Nurtures relationships with existing bank customers through face-to-face communication.
• Maintains knowledge of bank products to assist customers with accounts and services.
• Saturday morning rotation as needed.

Skills

Professionalism

Attention to detail

Customer service

Communication skills

Lifelong learning

Autonomy

Education

High School diploma or equivalent

Some college

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.

Loan Assistant

Clear Lake, IA, US

Position Summary:

Clear Lake Bank & Trust Company is hiring a Commercial & Ag Loan Assistant for our Clear Lake Office. This full-time position will prepare loan documents and maintain business banking documents, files and accounts. The ideal candidate is community-focused with a proven track record of building and maintaining strong customer relationships. Candidates must possess a high-level of personal accountability, strong attention to detail and follow through.

Duties include but are not limited to:

• Provides administrative support to Business Banking Department by performing all types of clerical functions.
• Prepares and maintains customer files; including typing loan documents, preparing loan tickets, performing customer advances on operating lines and maintaining customer identification files on the core database system.
• Maintains proficiency in commercial and agriculture documentation and processing.
• Acts as a lead for document management program for the Business Banking Department Mason City Offices.
• Maintains active, positive involvement in the community and the Bank.
• Actively nurtures relationships with existing bank customers using face-to-face communication.
• Maintains current knowledge of bank products to effectively assist customers with accounts and services.
• Saturday morning rotation as needed

What we are looking for:

• Professionalism, high attention to details
• Excellent customer service and communication skills
• Commitment to lifelong learning
• Ability to work autonomously and act as a reliable resource for team members

Qualifications:

• Education: High School diploma or equivalent is required. Some college is preferred.
• Three (3) or more years of experience in preparing commercial and agricultural loan documentation is preferred.
• Excellent interpersonal skills, including oral and written communication, presentation, and facilitation skills
• Internet and PC proficiency; ability to learn, understand, and assimilate new technology knowledge.
• 401(k) retirement savings plan with a generous employer match
• 100% employer paid life insurance
• Long-term and short-term disability insurance plans
• Generous paid time off plan

Typical work Schedule:

• Approximately 40 hours per week; schedule between the hours of 8:00-5:00 M-F.
• Saturdays 8:00 AM - 12:00 occasionally as needed
• Candidates will be expected to be able to be flexible with scheduling based upon the needs of the Bank.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, protected veteran status, or disability.