Loan Assistant

State-Bank-of-Southern-Utah; Fillmore (UT); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Medical Insurance (HSA)

Vision Insurance

Life & AD&D Insurance

Long-Term Disability Insurance

Supplemental Life & AD&D

401(k) with Employer Match

Annual Incentive Program

PTO - Paid Time Off

Up to 12 Paid Holidays

Job summary

State Bank of Southern Utah is seeking a Loan Assistant to provide administrative and operational support throughout the lending process. You will work closely with loan officers, processors, and customers to ensure accuracy, compliance, and exceptional service.

You will review files, prepare documentation, coordinate closings, and maintain accurate records. This on-site role in Fillmore offers a team-focused environment with opportunities to grow in community banking.

Qualifications

• High school diploma or equivalent.
• Must be at least 18 years old.
• Ability to pass a credit and background check.
• 1+ year of experience in lending, banking, mortgage, escrow, title, or related financial services preferred.
• Experience with loan documentation and closing processes preferred.
• Understanding of lending regulations and banking policies.
• Basic knowledge of credit analysis and financial statements.
• Associate degree or equivalent combination of education and experience.

Responsibilities

• Support loan officers and loan processors with loan applications, renewals, and documentation.
• Review borrower files and verify required information and supporting documents.
• Communicate with customers regarding loan status, documentation needs, and general inquiries.
• Coordinate loan signings and closings while ensuring compliance with applicable regulations.
• Order and track appraisals, environmental reports, title work, flood certifications, insurance documentation, and other required reports.
• Review and manage documentation including credit reports, financial statements, UCC filings, vehicle titles, and collateral records.
• Prepare loans for boarding and processing.
• Process loan payments, advances, fees, and related transactions.
• Maintain loan and collateral files, scan and archive documents, and ensure records remain accurate and complete.
• Prepare correspondence for customers and outside agencies.
• Perform loan maintenance activities within bank systems.
• Stay current on lending regulations, policies, and procedures.
• Assist with general branch support, including answering phones, greeting customers, and maintaining files.

Skills

Organizational skills

Multitasking

Customer service

Communication

Judgment

Attention to detail

Confidentiality

Banking software

Time management

Independent work

Team collaboration

Education

High school diploma or equivalent

Associate degree or equivalent

Tools

Banking software

Job description

Fillmore Branch
Fillmore Branch
310 S Main
Fillmore, UT 84631, USA

Description

Build Your Career in Banking with a Team That Values Relationships, Integrity, and Growth

Are you organized, detail-oriented, and passionate about helping people? Join State Bank of Southern Utah as a Loan Assistant and play a critical role in helping customers achieve their financial goals.

In this position, you'll work closely with loan officers, loan processors, and customers throughout the lending process. From preparing loan documentation and coordinating closings to answering customer questions and maintaining accurate records, you'll be a trusted resource who helps keep lending operations running smoothly.

If you enjoy a friendly and professional environment, take pride in delivering excellent customer service, and want to build your career with a community-focused bank, we'd love to hear from you.

This is an on-site position located in our Fillmore branch. Remote work is not available.

Why Join State Bank of Southern Utah?

At State Bank of Southern Utah, our values aren't just words on a wall. They guide how we serve our customers, support one another, and grow as a team.

We look for individuals who connect with our core values:

• Make a Difference - We care, take initiative, and find solutions.
• Relationships Matter - We build trust through teamwork and service.
• Live with Integrity - We do the right thing and take ownership.
• Love What We Do - We bring energy, passion, and a growth mindset.
• Share Positivity - We encourage and uplift those around us.

When you join SBSU, you'll become part of a team that is committed to making a meaningful impact in the communities we serve.

What You’ll Do

As a Loan Assistant, you'll provide administrative and operational support throughout the lending process while ensuring accuracy, compliance, and exceptional customer service.

Key Responsibilities

• Support loan officers and loan processors with loan applications, renewals, and documentation.
• Review borrower files and verify required information and supporting documents.
• Communicate with customers regarding loan status, documentation needs, and general inquiries.
• Coordinate loan signings and closings while ensuring compliance with applicable regulations.
• Order and track appraisals, environmental reports, title work, flood certifications, insurance documentation, and other required reports.
• Review and manage documentation including credit reports, financial statements, UCC filings, vehicle titles, and collateral records.
• Prepare loans for boarding and processing.
• Process loan payments, advances, fees, and related transactions.
• Maintain loan and collateral files, scan and archive documents, and ensure records remain accurate and complete.
• Prepare correspondence for customers and outside agencies.
• Perform loan maintenance activities within bank systems.
• Stay current on lending regulations, policies, and procedures.
• Assist with general branch support, including answering phones, greeting customers, and maintaining files.

What Success Looks Like

In this role, you'll thrive by:

• Maintaining accurate and compliant loan documentation.
• Providing responsive, professional service to customers and internal partners.
• Staying organized while managing multiple priorities and deadlines.
• Protecting confidential information with discretion and care.
• Contributing to a positive, collaborative team environment.

What You’ll Bring

Required Qualifications

• High school diploma or equivalent.
• Must be at least 18 years of age.
• Ability to pass a credit and background check.

Preferred Qualifications

• 1+ year of experience in lending, banking, mortgage, escrow, title, or a related financial services environment.
• Experience with loan documentation and closing processes.
• Understanding of lending regulations and banking policies.
• Basic knowledge of credit analysis and financial statements.
• Associate degree or equivalent combination of education and experience.

Skills for Success

• Strong organizational and multitasking abilities.
• Excellent customer service and communication skills.
• Sound judgment and attention to detail.
• Ability to safeguard confidential information.
• Comfort learning and using banking software and systems.
• Ability to work independently while collaborating effectively with others.
• Strong problem-solving and time-management skills.

Full-time employees are eligible for a comprehensive benefits package, including:

• Medical Insurance with HSA option
• Vision Insurance
• Basic Life, AD&D, and Long-Term Disability Insurance
• Supplemental Life and AD&D Coverage Options
• 401(k) with Employer Match
• Annual Incentive Program
• Paid Time Off (PTO) Accrued Each Pay Period
• Up to 12 Paid Holidays Per Year

Ready to Make an Impact?

If you're looking for an opportunity to grow your banking career while working alongside a team that values service, integrity, and community, we'd love to meet you.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.