Loan Assistant

PLANTERS BANK & TRUST CO; Leland (MS); On-site; USD 32,000 - 48,000; Full time

Job summary

Planters Bank & Trust Company in Leland, MS is seeking a Loan Assistant to support loan officers and the lending team. You will help with loan origination, document preparation, file maintenance, and customer communication to ensure smooth processing.

The role requires strong organizational skills, attention to detail, confidentiality, and the ability to manage multiple priorities in a fast-paced banking environment.

Qualifications

• High School education or equivalent education or training.
• Associate’s Degree in Business, Finance, Accounting, or a related field preferred.
• Minimum of 2 years of banking, lending, loan operations, or financial services experience preferred.
• Experience supporting commercial, consumer, or mortgage lending activities strongly preferred.
• Knowledge of loan documentation and banking procedures preferred.
• Critical thinking and using logic and reasoning to complete loan paperwork.
• Knowledge of lending processes and loan documentation preferred.
• Working knowledge of banking regulations and compliance requirements.
• Excellent organizational and time-management skills.
• High attention to detail and accuracy.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Ability to learn and operate loan origination and core banking systems.
• Strong customer service and relationship-building skills.
• Ability to maintain confidentiality and exercise sound judgment
• Satisfactory Credit Bureau and Background report.

Responsibilities

• Assist with loan origination, document preparation, and file maintenance.
• Coordinate loan closings and monitor outstanding requirements.
• Ensure files are compliant with regulatory requirements and accurate.

Skills

Critical thinking

Time management

Verbal communication

Written communication

Customer service

Confidentiality

Education

High School

Associate's Degree in Business/Finance/Accounting

Tools

Microsoft Office Suite

Loan origination systems

Core banking systems

Job description

Job Details: Job Location: Leland Branch - Leland, MS 38756, Planters Bank & Trust Company

Job Notice

Planters Bank & Trust Company is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, disability status, protected veteran status, or any other characteristic protected by law.

All Planters Bank employees are required to:

• Live our core values of Head, Heart, Hands and Feet.
• Is attentive to our customer needs with a welcoming personality.
• Possesses a team-oriented attitude with a desire to see success in themselves and others.
• Maintain a strict standard of confidentiality involving all transactions.
• Develop a working knowledge of all bank products, policies, and procedures.

Primary Job Description:

The Loan Assistant provides administrative, operational, and customer service support to Loan Officers and the lending team. This position is responsible for assisting with loan origination, document preparation, file maintenance, customer communication, loan closing coordination, and monitoring outstanding requirements or exceptions. The Loan Assistant helps ensure loan files are accurate, complete, compliant with regulatory requirements, and processed efficiently while delivering exceptional service.

**Please note- Non qualified applications will not be considered for the position. Likewise, applications with false or incomplete information will also not be considered for the position.

Qualifications: Education Required; Experience and Equipment Skills: Resume Required….

• High School education or equivalent education or training, or a combination of education and training.
• Associate’s Degree in Business, Finance, Accounting, or a related field preferred.
• Minimum of 2 years of banking, lending, loan operations, or financial services experience preferred.
• Experience supporting commercial, consumer, or mortgage lending activities strongly preferred.
• Knowledge of loan documentation and banking procedures preferred.
• Critical thinking and using logic and reasoning to complete loan paperwork
• Knowledge of lending processes and loan documentation preferred.
• Working knowledge of banking regulations and compliance requirements.
• Excellent organizational and time-management skills.
• High attention to detail and accuracy.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office Suite, including Word, Excel, and Outlook.
• Ability to learn and operate loan origination and core banking systems.
• Strong customer service and relationship-building skills.
• Ability to maintain confidentiality and exercise sound judgment
• Satisfactory Credit Bureau and Background report.

Physical Requirements:

Frequency Weight/Pounds

• Sitting 85%
• Standing 5%
• Walking 5%
• Fine Manipulation of Hands 100%
• Lifting 1% 5 lbs
• Carrying 1% 5 lbs
• Pushing/Pulling 1%
• Bending/Squatting 1%
• Reaching Overhead 1%