Loan Assistant

Planters Bank; Shreveport (LA); On-site; USD 36,000 - 54,000; Full time

Job summary

A financial institution in Shreveport is seeking a qualified candidate for a customer service-focused role. The ideal applicant has a high school education and at least one year of clerical experience. Key responsibilities include preparing loan files, assisting customers, and maintaining accurate documentation. Strong verbal, written communication, and organizational skills are essential. This role offers an opportunity to contribute to positive customer relations while ensuring a high level of accuracy in loan processing.

Qualifications

• High school diploma or equivalent required.
• Minimum one year of clerical experience.
• Loan Administrator experience preferred.
• Satisfactory Credit Bureau and Background Report needed.
• Demonstrated skills in customer service and communication.
• Demonstrated prioritization and time management skills and attention to detail.
• Critical thinking and using logic and reasoning to complete loan paperwork
• Great verbal, written and telephone communication skills.
• Ability to maintain composure and skilled in customer service.
• Good time management and organizational skills.

Responsibilities

• Provide support for customer needs with a positive attitude.
• Prepare and process loan files with accuracy.
• Maintain relations with customers and potential applicants.
• Produce management reports as required.
• Ensure completeness of all loan documentation.

Skills

Customer service

Typing

Time management

Verbal communication

Written communication

Critical thinking

Logic and reasoning

Organizational skills

Education

High School education or equivalent

Tools

Word

Excel

10-key Calculator

Fax Machine

Photocopier

Computer skills

Job description

Shreveport Branch - Shreveport, LA 71106

Description

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.

Primary Job Description:

Attentive to our customer needs with a welcoming personality; possesses a team oriented attitude with a desire to see success in themselves and others.

To promote and maintain positive relations with all contacts, customers and potential customers; preparation of loan files, recording, verifying and examining information and accuracy of loan application; providing management reports as needed. Produce, prepare and process all documentation for new loans, including consumer, commercial, farm loans, home equity lines of credit and extensions and revisions with completeness and high level of accuracy from beginning to end.

**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

• High School education or equivalent.
• At least one years clerical experience.
• High level of Loan Administrator experience is preferred.
• Satisfactory Credit Bureau and Background Report.
• Typing, 10-key Calculator, Fax Machine, Photocopier, Computer skills required including Word and Excel programs.
• Demonstrated prioritization and time management skills and attention to detail.
• Critical thinking and using logic and reasoning to complete loan paperwork
• Great verbal, written and telephone communication skills.
• Ability to maintain composure and skilled in customer service.
• Good time management and organizational skills.

Physical Requirements: Frequency Weight/Pounds