LOAN ASSISTANT

Great-Plains-Bank; Sherman (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Great-Plains-Bank is seeking a Loan Assistant to support underwriting and maintain customer communication throughout the loan life cycle. You will assist with commercial, consumer and real estate loans, process payments, update records, and provide guidance to less experienced staff.

The role emphasizes accuracy, data entry, and strong service skills. A high school diploma or GED is required, with 2–3 years of related experience preferred; exposure to loan systems and MS Office is expected.

Qualifications

• High school diploma or GED; college certificate preferred.
• 2–3 years of similar work experience.
• Ability to interpret a variety of instructions and perform basic math.

Responsibilities

• Assist in processing consumer, commercial and real estate loan payments and advances.
• Prepare and send letters and documents; board loan documents in company systems.
• Maintain credit files and update loan records; monitor reports and follow up on exceptions.
• Provide customer service by phone or in person; answer inquiries and furnish loan information.
• Promote and cross-sell bank products and services as appropriate to customer needs.

Skills

Customer service

Data entry

Problem solving

Excel

Microsoft Office

Communication

Education

High school diploma or GED

College certificate (preferred)

Tools

Loan servicing software

Microsoft Office

Job description

Summary: This position is responsible for providing support and assistance during the process of loan underwriting as well as maintaining customer communication during the life of the loan for loan maintenance. This individual will perform various duties that support efforts in meeting needs of loan customers as well as developing new customer relationships. Job functions will include commercial, consumer and real estate loans. The position of Loan Assistant is required to be fully knowledgeable and skilled in all areas of servicing loans, and is expected to provide leadership, training and support to less experienced department personnel.Essential Duties and Responsibilities include the following: (Other duties may be assigned)Adheres to Loan Policy and Procedures set forth by the bank.Performs all related Loan Department responsibilities including, but not limited to; running credit reports and conducting account research; processing consumer, commercial and real estate loan payments and advances; reviewing loan approvals for completeness; generating loan documents; preparing and sending commitment, engagement, auction and decline letters; boarding loan documents on the Bank’s computer systems; entering data to correct or update loan records; maintaining credit files; and closes paid loans and terminates collateral when applicable.Maintain and update UCC-1 filings.Monitoring tickler reports and following-up on exceptions; working daily and monthly reports; and distributing daily and monthly reports as needed.Accepts and processes loan payments, transfers, and advances.Performs computer input relating to loan applications, computes interest and payments.Performs customer service duties including but not limited to: answering the telephone and handling loan customer service requests received in person or by phone.Sends form letters and brochures to customers.Advises customer by phone or in writing about loan or credit information.Promotes and cross-sells other establishment products and services as appropriate to customer requirements.Supervisory ResponsibilitiesThis job has no direct supervisory responsibilities.Education and/or ExperienceHigh school diploma or general education degree (GED); College certificate is preferred but not required; at least 2-3 years of similar work experience.AbilityAbility to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.SkillsAbility to read, analyze, and interpret technical procedures and/or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from other employees, customers and the general public. Ability to calculate basic math figures and amounts. Ability to apply concepts of basic algebra and geometry. To perform this job successfully, an individual should have knowledge of Microsoft Internet Explorer and Microsoft Office software.Physical DemandsThis position may require long periods of standing or sitting and may include long periods of typing and repetitive motion. Candidates must possess the ability to lift and carry cash drawers, coin bags, and boxes sometimes weighing as much as 25 pounds. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Work EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The environment would be consistent with a typical business office with moderate noise, services open to the public and the ability to work in a confined area typically indoors.All employees are required to attend training as required by GPB, as well as support the overall compliance program by complying with all laws, policies and procedures.We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or location protected class.