Loan Assistant

Independence Bank; Havre (MT); On-site; USD 40,000 - 52,000; Full time

Job summary

Independence Bank in Havre, MT is seeking a Mortgage Department assistant to support a loan officer in credit-related services and to maintain loan files.

This role focuses on administrative tasks, document preparation, and delivering a high level of customer service while learning bank lending policies and procedures.

You will assist with file maintenance, compliance, and general loan-office support to ensure accurate records and smooth processing.

Qualifications

• Ability to type, use a 10-key and a calculator.
• Proficiency with word processing and spreadsheets (Word/Excel) and Outlook.
• Knowledge of banking terminology and basic accounting principles.

Responsibilities

• Responsible for learning, understanding and complying with bank policies and procedures with a strong emphasis on lending policies.

Skills

Typing

10-key

Calculator

Computer literacy

Banking terminology

Basic accounting principles

Education

High school diploma or GED

Tools

Word

Excel

Outlook

Job description

POSITION SUMMARY

Will work collaboratively with assigned loan officer specifically in our Mortgage Department to effectively and efficiently provide credit-related services to the bank’s customers. This position is responsible for maintenance of loan files as well as providing administrative support to loan officers in preparation of loan documentation at the direction of the loan officer. Our primary goal will always be to provide a high level of customer service.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Responsible for learning, understanding and complying with bank policies and procedures with a strong emphasis on lending policies.

QUALIFICATION REQUIREMENTS

Ability to type, use a 10-key, use a calculator, use a computer and appropriate software such as Word, Excel and Outlook. Knowledge of banking terminology and basic accounting principles is also needed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and/or EXPERIENCE

High school diploma or general education degree (GED)

CERTIFICATES, LICENSES, REGISTRATIONS

Will need to register with the Nationwide Multistate Licensing System.

PHYSICAL DEMANDS

While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel, reach with hands and arms; and talk or hear. The employee occasionally is required to stand, walk or stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Specific vision requirements include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.

For a full description please contact the Human Resources Department. Independence Bank EEO/Employer/Vet/Disabled