Loan Assistant

Evangeline-Bank-and-Trust-Company; Pineville (LA); On-site; USD 35,000 - 48,000; Full time

Job summary

Evangeline-Bank-and-Trust-Company in Pineville, LA is seeking a Loan Assistant to provide administrative support to Loan Officers. This full-time role requires handling loan documents, confidential information, and customer requests with accuracy and professionalism.

You will process loan paperwork, run basic credit checks, and maintain organized files while delivering excellent service to clients in person or by phone. Banking familiarity is a plus.

Qualifications

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

Responsibilities

• Build and maintain excellent customer relationships.
• Maintain complete confidentiality in all areas of work.
• Prepare loan documents for officers and assist customers with signatures.
• Make loan advances and pay downs; process notes as needed.
• Scan and file updated loan documents to maintain complete files.
• Run credit checks and verify information on applications.
• Provide customer service via phone or in person and direct inquiries to the right staff.
• Prepare and mail information requests to customers for missing data.
• Mail loan payment and renewal reminders to customers.
• Complete all mail-in or loan deposits as directed by the loan officer.
• Adopt and ensure repeatable processes to improve efficiency.
• Maintain educational compliance as needed.
• Other duties as assigned by management.

Skills

Customer relations

Teamwork

Professionalism

Multitasking

Organizational skills

Communication

Education

High school diploma

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

3 days ago Requisition ID: 1218

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.