LOAN ASSISTANT

pinnbank; Cleburne (TX); On-site; USD 30,000 - 45,000; Full time

Job summary

pinnbank in Cleburne, Texas, is seeking a support role for their loan area. Responsibilities include processing loans, assisting with customer inquiries, and preparing management reports. The ideal candidate should have a high school diploma, knowledge of bank operations, and effective communication skills.

Preferred experience includes bookkeeping and familiarity with computer software. This position requires attention to detail, organization, and the ability to work in a team.

Qualifications

• Understand bank operations, policies, and procedures.
• Familiarity with loan processes and basic accounting.
• Prior experience with computer software and bookkeeping preferred.

Responsibilities

• Process loans, including preparation work and follow-up.
• Assist with loan closings and customer inquiries.
• Prepare reports and maintain filing systems.
• Handle payments and perform other duties as assigned.

Skills

Bank operations knowledge

Loan processes understanding

Word processing and spreadsheet software

Effective communication skills

Attention to detail

Organizational skills

Ability to work under pressure

Team player

Education

High School diploma or equivalent

Job description

GENERAL SUMMARY:

Serve as support to the loan area.

RESPONSIBILITIES AND DUTIES:

1. Processes loans, which include: preparation work, computer input and follow-up.
2. May assist with loan closings.
3. Prepare reports for management.
4. Assists with preparation of loans for loan committee, as needed.
5. Establishes, maintains, and revises filing and record keeping articles, records, and other documents.
6. Assists with customers in reference to loan questions or account questions.
7. Assists with bill paying and GL entries.
8. Exception tracking.
9. Processes payments.
10. Performs other duties as assigned.
11. Regular and reliable attendance.

KNOWLEDGE, SKILLS, AND ABILITIES:

• Knowledge of bank operations, policies, and procedures.
• Knowledge of loan processes and basic accounting.
• Knowledge of word processing and spreadsheet software.
• Skill in communicating effectively with management, customers, and co-workers.
• Ability to pay close attention to detail and work with a high degree of accuracy.
• Ability to create an organized efficient work environment without supervision.
• Ability to work under pressure of deadlines.
• Ability to function as a team player.

EDUCATION AND EXPERIENCE:

• High School diploma or equivalent experience in banking.
• Previous experience with computer software and bookkeeping preferred.

PHYSICAL DIMENSIONS:

Light Work: Exerting up to 20 pounds of force occasionally, and/or a negotiable amount of force frequently or constantly to lift, carry or otherwise move objects. Job involves sitting most of the time and walking and standing some of the time.

NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel.