LOAN ASSISTANT II

pinnbank; Greenwood Village (CO); On-site; USD 45,000 - 55,000; Full time

Benefits offered by this job

Health benefits

401K plan

Job summary

Pinnbank is seeking a detail-oriented Loan Assistant to support the loan department in Greenwood Village, CO. The role involves loan processing, data entry, and assisting with closings as needed.

The successful candidate will have banking experience or related bookkeeping skills, strong communication abilities, and the capacity to work under deadlines in a team environment. This on-site position offers comprehensive benefits and advancement opportunities within the loan team.

Qualifications

• High School diploma or equivalent experience in banking (noted as preferred).
• Previous computer software and bookkeeping experience preferred.
• Previous loan processing experience preferred.

Responsibilities

• Process loans including preparation work, data entry, and follow-up.
• Assist with loan closings as needed.
• Prepare reports for management.
• Assist with loan committee preparation as needed.
• Maintain filing and records systems accurately.
• Answer loan and account questions from customers.
• Record payments and GL entries; address discrepancies.
• Review files for completeness and accuracy.

Skills

Communication

Attention to detail

Team player

Deadline-driven

Organized

Education

High School diploma

Tools

MS Word

MS Excel

Job description

General Summary

This position serves as a support to the loan department and has an advanced level of loan training and understanding. This position can also serve as a Regional Loan Assistant trainer.

Compensation

Hourly $33 - $40

Responsibilities and Duties

1. Processes loans, which include: preparation work, computer input and follow-up.
2. May assist with loan closings.
3. Prepare reports for management.
4. May assists with preparation of loans for loan committee, as needed.
5. Establishes, maintains, and revises filing and record keeping articles, records, and other documents.
6. Assists with customers in reference to loan questions or account questions.
7. Assists with bill paying and GL entries.
8. Exception tracking and review files for outstanding information.
9. Loan Non-Post Review and Correction.
10. Processes payments and reverse/correct payments (if needed)
11. Reviews loans in process to ensure they balance.
12. Processes paid loans, release collateral, as needed.
13. Book and complete loan process.
14. Performs other duties as assigned.
15. Regular and reliable attendance.

Knowledge, Skills, and Abilities

• Knowledge of bank operations, policies, and procedures.
• Knowledge of loan processes and basic accounting.
• Knowledge of word processing and spreadsheet software.
• Skill in communicating effectively with management, customers, and co-workers.
• Ability to pay close attention to detail and work with a high degree of accuracy.
• Ability to create an organized efficient work environment without supervision.
• Ability to work under pressure of deadlines.
• Ability to function as a team player.

Benefits

• Benefits for employees working at least 35 hours per week include 8 paid holidays; 17 PTO days each year for the first five years of employment (employees must complete 90-day introductory period prior to accruing PTO); 16 hours of paid sick time upon hire date; health, dental, prescription drug card, vision, and voluntary life insurance plans; health savings account with employer contributions; flexible medical and dependent care spending plans; 401K plan after 3 months and start of next quarter with employer contributions and profit sharing; $50,000 group term life insurance; long term disability insurance and employee assistance program. If working less than 35 hours per week, above benefits are modified.

Education and Experience

• High School diploma or equivalent experience in banking.
• Previous experience with computer software and bookkeeping preferred.
• Previous loan processing experience preferred.

NOTE: The statements herein are intended to describe the general nature and level or work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills, required of personnel.