LOAN ASSISTANT

pinnbank; Colorado; On-site; USD 36,000 - 44,000; Full time

Benefits offered by this job

8 paid holidays

17 PTO days per year

Health insurance (medical)

Dental insurance

Vision insurance

Health savings account with employer"s

401K plan after 3 months with employer

Group term life insurance

Long term disability insurance

Employee assistance program

Job summary

Pinnbank is seeking a Loan Area Support role to assist in processing loans, entering data, and preparing management reports. The position emphasizes accuracy, customer service, and teamwork in a banking environment.

Responsibilities include preparing loan packages, assisting with closings, and maintaining organized records while meeting deadlines. The role requires familiarity with banking operations and basic accounting.

Qualifications

• Knowledge of bank operations, policies, and procedures.
• Knowledge of loan processes and basic accounting.
• Knowledge of word processing and spreadsheet software.

Responsibilities

• Process loans, including preparation work, data entry and follow-up.
• May assist with loan closings.
• Prepare reports for management.
• Assist with loan committee preparations as needed.
• Maintain filing and record-keeping systems.
• Assist customers with loan and account questions.
• Assist with bill payments and general ledger entries.
• Track exceptions.
• Process payments.
• Perform other duties as assigned.
• Maintain regular and reliable attendance.

Skills

Banking operations knowledge

Attention to detail

Communication skills

Team player

Deadline-driven

Education

High School diploma or equivalent

Tools

Word processing

Spreadsheet software

Job description

GENERAL SUMMARY:

Serve as support to the loan area.

COMPENSATION:

Hourly $26.00 - $32.00

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.

BENEFITS:

• Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified

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.