Loan Assistant

Premier Bank; Iowa; Hybrid; USD 21,000 - 30,000; Full time

Job summary

Premier Bank in Iowa is seeking a detail-oriented clerical assistant to support loan processing, record-keeping, and file maintenance. You will prepare documents, manage files, and ensure completeness before loan officers review.

The role emphasizes accuracy, timely typing, and strong communication with loan staff and customers, with standard office equipment and software; prolonged desk work and lifting light weights apply.

Qualifications

• Typing 45 wpm is required.
• Excellent verbal and written communication skills are essential.
• Excellent interpersonal and customer service skills are needed.
• Strong organizational skills and attention to detail are required.
• Ability to manage time effectively and meet deadlines.

Responsibilities

• Performs clerical duties including typing, filing, and completion of forms.
• Operates office machines including copiers, scanners, phone and voicemail systems, personal computers, and other standard office equipment.
• Copies, sorts, and files records related to office activities, business transactions, and other matters.
• Prepares letters, memos, forms, and reports according to written or verbal instructions.
• Maintains filing systems either manually or electronically.
• Manages calendars and schedules appointments.
• Performs other related duties as assigned.

Skills

Typing 45 wpm

Verbal & written communication

Interpersonal & customer service

Organizational skills

Time management

Education

High School Diploma or equivalent

Tools

Microsoft Office Suite

Job description

Processes consumer, commercial, and ag loans in accordance with established policies and procedures per the direction of the loan officers. Processes loan payments and fees. Prepares loan documents, establishes and maintains loan files, ensuring that the information is complete and accurate before providing it to the loan officer for approval. Manages loan ticklers and follows up on the receipt of necessary loan documentation.

ESSENTIAL DUTIES & RESPONSIBILITIES:

• Performs clerical duties including typing, filing, and completion of forms.
• Operates office machines including copiers, scanners, phone and voicemail systems, personal computers, and other standard office equipment.
• Copies, sorts, and files records related to office activities, business transactions, and other matters.
• Prepares letters, memos, forms, and reports according to written or verbal instructions.
• Maintains filing systems either manually or electronically.
• Manages calendars and schedules appointments.
• Performs other related duties as assigned.

REQUIRED SKILLS/ABILITIES:

• Ability to type at least 45 words per minute.
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Proficient with Microsoft Office Suite or related software.

EDUCATION AND EXPERIENCE:

• High School Diploma or equivalent required.
• Clerical experience preferred.

PHYSICAL REQUIREMENTS & WORK ENVIRONMENT:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.
• Must be able to talk and hear.
• Required to use hands and fingers, to handle or feel.
• Vision abilities required by this job include close vision.
• The working environment is generally favorable with standard office equipment available. Lighting and temperature are adequate and there are no hazardous or unpleasant conditions caused by noise, dust, etc. The noise level in the work environment is usually moderate.
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job description does not constitute an employment agreement. This job description is not intended to be and should not be construed as an all-inclusive list of the responsibilities, skills, or working conditions with the position. While this job in intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add, or remove duties and assign other duties as necessary.