Loan Assistant

CSBank; Eureka Springs (AR); On-site; USD 32,000 - 46,000; Full time

Job summary

CSBank in Eureka Springs, AR is seeking a Loan Assistant to support commercial lenders throughout the loan process. You will prepare new loan requests, review files for completeness, and assist with closing and funding.

Daily duties include data entry in loan and CRM systems, coordinating documents, scheduling, and communicating with customers. The role requires familiarity with loan documentation, attention to detail, and the ability to work on multiple tasks.

Qualifications

• 2 Years Loan Processor or Loan Experience Required
• Post-Secondary education or equivalent work experience
• Previous experience in loan processing, accounting, and servicing strongly desired
• Computer proficiency at a mid to expert level in Microsoft Office programs
• Ability to comprehend banking regulation, bank products, services, policies, procedures, and general principles of commercial and consumer credit
• Demonstrated ability to use various interpersonal styles and communication methods to gain acceptance of a product or service
• Ability to work on multiple projects simultaneously and manage time/resources to meet deadlines
• Strong organizational skills and ability to handle multiple tasks under tight time constraints
• Ability to comprehend legal documentation is required

Responsibilities

• Order supporting documentation
• Data entry into different loan and CRM programs
• Corresponds with customers daily during process
• Maintain and organize lenders appointments and schedule through Microsoft Outlook
• Maintaining daily loan support
• Prepare loan package for closing
• Close /fund loan when needed
• Inform officer of required documentation for loan renewals
• Effectively process loan requests under minimum level of supervision, by obtaining, verifying, completing, and maintaining the necessary loan documentation
• Handle loan research issues and questions
• Ensures all loan documents are complete, accurate and in accordance with policy
• Forward documents to loan ops for scanning
• Completes required training as assigned
• Performing other duties as assigned

Skills

Loan processing

Data entry

Communication

Time management

Multitasking

Education

Post-secondary education

Tools

Microsoft Office

CRM software

Loan processing software

Job description

Position Summary

The Loan assistant will support commercial lenders in all aspects of the loan process. This position will prepare new loan request to submit to loan processing and review file to verify data is complete and meets established standards. Close loans and prepare for booking. Handle telephone inquiries promptly and professionally. Call and collect past due loans and overdrawn accounts.

The essential functions include, but are not limited to the following

• Order supporting documentation
• Data entry into different loan and CRM programs
• Corresponds with customers daily during process
• Maintain and organize lenders appointments and schedule through Microsoft Outlook
• Maintaining daily loan support
• Prepare loan package for closing
• Close /fund loan when needed
• Inform officer of required documentation for loan renewals
• Effectively process loan requests under minimum level of supervision, by obtaining, verifying, completing, and maintaining the necessary loan documentation
• Handle loan research issues and questions
• Ensures all loan documents are complete, accurate and in accordance with policy
• Forward documents to loan ops for scanning
• Completes required training as assigned
• Performing other duties as assigned

Minimum Qualifications (Knowledge, Skills, and Abilities)

• 2 Years Loan Processor or Loan Experience Required
• Post-Secondary education or equivalent work experience
• Previous experience in loan processing, accounting, and servicing strongly desired
• Computer proficiency at a mid to expert level in: Microsoft Office programs.
• Ability to comprehend banking regulation, bank products, services, policies, procedures, and general principles of commercial and consumer credit
• Demonstrated ability to use various interpersonal styles and communication methods, depending on customer and situation, to gain their acceptance of a product or service
• Ability to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently and within established timeframes
• Strong organizational skills and the ability to handle multiple tasks under tight time constraints
• Ability to comprehend legal documentation is required