Loan Assistant - Greenville, GA

First Peoples Bank; Greenville (GA); On-site; USD 35,000 - 50,000; Full time

Job summary

A leading bank is seeking a Loan Assistant to support loan processing and compliance efforts. The role involves preparing closing documents, managing customer interactions, and ensuring adherence to regulatory standards. Ideal candidates will have strong communication and organizational skills, along with a commitment to teamwork.

Qualifications

• Minimum of 1 year of job-related experience.
• Excellent verbal, written and interpersonal communication skills required.
• Ability to multitask and work under deadlines.

Responsibilities

• Assist loan officers in loan closings and processing.
• Complete application disclosures and prepare loan documents.
• Maintain compliance with bank policies and regulations.

Skills

Time management

Organizational skills

Problem-solving skills

Communication skills

Tools

Microsoft Office (Outlook, Word, Excel)

Job description

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JOB DESCRIPTION: Loan Assistant

MUST BE ABLE TO PASS BACKGROUND CHECK AND CREDIT SCREENING

FIRST PEOPLES BANK

JOB DESCRIPTION: Loan Assistant

MUST BE ABLE TO PASS BACKGROUND CHECK AND CREDIT SCREENING

Department: Admin / Risk

Department Head: Chief Risk Officer

Reports To: Chief Risk Officer

Summary: The Loan Assistant is required to assist the loan officers in loan closings and all aspects of the loan process. This includes post- closing processes such as obtaining annual financial statements and insurance verifications, following up with attorneys on final title policies and recorded documents. The lending assistants/processors maintain the bank's compliance

requirements in regard to both loans and deposits.

Specific Job Functions

• Completes all required application disclosures.
• Orders attorney title work, flood certifications, and appraisals
• Assists in setting up loan closing.
• Prepares loan closing documents. Sends documents to attorney's office or delivers them to the loan officer.
• Uploads and funds loans in a timely manner
• Uploads electronic documents to the imaging system and sends wet signed documents to Loan Operations for scanning.
• Prepares files for recording and review by the loan operations area.
• Prepares checks / wires for loan closings.
• Prepares loan draws and handles loan payments
• Works loan exceptions including following up with attorneys, reaching out to customers for annual financial information, and insurance agents for annual proof of insurance.
• Quotes loan payoffs for customers
• Assists loan officer with tracking maturing loans for potential renewal or payoff
• Assists loan officer with reviewing past dues on a weekly basis and keying action plans into the Nupoint RMS system
• Process denials when needed.
• Assists customers with questions, maintenance requests, and research.
• Comply with all Bank policy, procedures, governing laws, rules and regulations to include, but not limited, to BSA, CIP, OFAC, Fair Lending, TILA, and RESPA,
• Completes all assigned training in a timely manner.
• Other duties as assigned.
• Must meet productivity standards and complete work in a timely manner.
• Must communicate and interact well with First Peoples Bank associates, customers, other banks, and vendors. Be able to escalate issues as needed to supervisor for further assistance as needed.
  
  

Equipment Used

Must be able to efficiently operate a computer, fax machine, scanner, copier, printer, telephone, and other office equipment.

Supervisory Responsibilities

This position has no supervisory responsibilities.

Work Environment

This position will be temporarily located at the Greenville Branch Office and will later move to the Senoia Branch Office upon the opening of that location.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. This position requires the ability to sit at a desk for extended periods of time, reach, bend, walk or maneuver around the branch and occasionally lift up to 15 pounds.

Position Type/Expected Hours Of Work

This is a full-time position. Typical days and hours of work are - Monday-Friday from 8:30 am to 5:00 pm.

Travel

No travel is expected for this position, with the exclusion of occasional training opportunities and/or staff meetings.

Qualifications

• Minimum of 1 year of job-related experience.
• Time management and organizational skills to effectively prioritize multiple objectives and achieve volume goals.
• Proven problem-solving skills and the ability to work well under minimal supervision.
• Excellent verbal, written and interpersonal communication skills required.
• Must be proficient with Microsoft office programs such as Outlook, Word, and Excel.
• Ability to work with all levels of management under pressure and strict deadlines.
• A strong commitment to a team culture and positive attitude is required.
• Good analytical and communication skills
• Ability to multi-task and work under deadlines
• Reliable attendance and positive attitude
  
  

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Additionally, duties, responsibilities, activities and work hours are subject to change.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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