Loan Assistant

The Evangeline Bank and Trust Company; Pineville (LA); On-site; USD 32,000 - 40,000; Full time

Job summary

The Evangeline Bank and Trust Company in Pineville, LA seeks a Loan Assistant to provide administrative support to Loan Officers. You will prepare loan documents, process payments, verify information, and maintain loan files while delivering professional customer service.

Ideal candidates have a high school diploma and banking experience is preferred; strong organization, communication, and teamwork skills are essential for success in a fast-paced banking environment.

Qualifications

• High school diploma or equivalent required.
• Banking experience preferred.

Responsibilities

• Build and maintain excellent customer relationships; seek to establish trust and confidence
• Maintain complete confidentiality in all areas of work
• Prepare loan documents for loan officers for customer signatures on new and renewed loans; assist customers in signing required documents as necessary
• Make loan advances and pay downs for customers as needed; process paid notes according to bank protocol
• Scan and file updated and required loan documents in customers files to maintain complete and accurate loan files
• Run credit checks and verify other information on customer applications as required by loan officers
• Provide customer service through phone and/or in person requests for account information from customers and direct customers to the appropriate personnel
• Prepare and mail information requests to customers concerning necessary or missing information required for a complete and current loan file
• Mail loan payment and renewal reminders to customers
• Complete all mail in or loan deposits for specific customers as directed by loan officer
• Adopt and ensure the consistent use of repeatable process to assure efficiencies
• Maintain educational compliance as needed
• Other duties as assigned by management.

Skills

Client service

Team player

Professionalism

Multi-tasking

Organization

Communication

Education

High school diploma or equivalent

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Loan Assistant

Full Time Pineville, LA, US

2 days ago

The Loan Assistant will be responsible for performing administrative duties to support the Loan Officers. Knowledge of bank policies, practices, and compliance is necessary.

Duties/Responsibilities:

Functions and Accountabilities: Including, but not limited to.

• Build and maintain excellent customer relationships; seek to establish trust and confidence
• Maintain complete confidentiality in all areas of work
• Prepare loan documents for loan officers for customer signatures on new and renewed loans; assist customers in signing required documents as necessary
• Make loan advances and pay downs for customers as needed; process paid notes according to bank protocol
• Scan and file updated and required loan documents in customers files to maintain complete and accurate loan files
• Run credit checks and verify other information on customer applications as required by loan officers
• Provide customer service through phone and/or in person requests for account information from customers and direct customers to the appropriate personnel
• Prepare and mail information requests to customers concerning necessary or missing information required for a complete and current loan file
• Mail loan payment and renewal reminders to customers
• Complete all mail in or loan deposits for specific customers as directed by loan officer
• Adopt and ensure the consistent use of repeatable process to assure efficiencies
• Maintain educational compliance as needed
• Other duties as assigned by management.

Required Skills/Abilities:

• Ability to work with clients
• Ability to work in a team environment
• Professionalism
• Multi-task oriented
• Strong organizational skills
• Excellent written and verbal communication skills

Education and Experience:

• High school diploma or equivalent required.
• Banking experience preferred.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.