Loan Assistant

Clear Lake Bank & Trust; Clear Lake (IA); On-site; USD 40,000 - 54,000; Full time

Job summary

Clear Lake Bank & Trust Company in Clear Lake, IA is seeking a Commercial & Ag Loan Assistant to support the Business Banking Department in the Clear Lake Office. The role involves preparing loan documents and maintaining business banking files.

The ideal candidate is community-focused, with strong customer service, attention to detail, and the ability to work autonomously.

Duties include document management, interacting with customers, and occasional Saturday rotations.

Qualifications

• High School diploma or equivalent (some college preferred).
• Three+ years experience in preparing commercial and agricultural loan documentation.
• Excellent interpersonal skills including oral and written communication.
• Internet and PC proficiency; ability to learn new technology.

Responsibilities

• Provides administrative support to the Business Banking Department by performing clerical functions.
• Prepares and maintains customer files; typing loan documents, loan tickets, and operating line advances; maintains customer identification files.
• Maintains proficiency in commercial and agriculture documentation and processing.
• Acts as a lead for document management for the Business Banking Department Mason City Offices.

Skills

Customer service

Attention to detail

Autonomous work style

Team support

Education

High School diploma or equivalent

Some college preferred

Tools

Core database system

Job description

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Loan Assistant

Clear Lake, IA, US

3 days ago Requisition ID: 1221

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.