Loan Assistant - Longmont, Larkridge, Pueblo

Pueblo Bank & Trust; Longmont (CO); On-site; USD 42,000 - 56,000; Full time

Job summary

Pueblo Bank & Trust in Longmont is seeking a Loan Assistant to support the documentation process for commercial, residential, and consumer loans. The role involves preparing closing documents, ensuring accuracy, and coordinating with loan officers to meet regulatory requirements.

Candidates should have strong Microsoft Office skills, attention to detail, and the ability to read legal documents and draft correspondence.

Qualifications

• Five years of financial experience, training, and compliance across banking departments.
• Knowledge of risk management, ethics, laws, and regulations affecting lending.
• Proficiency with loan documentation and compliance regulations.
• Ability to read and interpret legal documents and draft routine correspondence.

Responsibilities

• Order and ensure the accuracy of necessary documentation for closing documents.
• Prepare written instructions to have closing documents drawn up per approvals and lending regulations.
• Ensure loan agreements are complete and accurate according to policy.
• Compose letters and other correspondence with minimal instruction.
• Prepare forms necessary to order appraisals.
• Assist loan officers and clear exceptions.
• Perform other duties and responsibilities as assigned.

Skills

Communication

Leadership

Time management

System familiarity

Regulatory knowledge

Interview skills

Loan terminology

Loan documentation

Tools

Microsoft Office

Job description

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Loan Assistant - Longmont, Larkridge, Pueblo

PB&T Bank has been fulfilling financial needs and exceeding our customers' expectations since 1889. We are a full service bank, providing products and services for individuals and small businesses, specializing in commercial and construction lending. Over the years, PB&T Bank has endured and become a stronger, more secure bank, while remaining independently owned and operated, allowing for a more personal banking experience.

Our customers have come to know they can trust and count on PB&T Bank for excellent customer service and equally excellent products.

We stand by our Signature Banking culture which is the highest level of customer service each customer receives from an employee of PB&T Bank. Building relationships with internal and external customers based on confidence and trust that PB&T Bank is conducting banking business by taking ownership of customer needs and providing follow up after resolution. We put customers at ease knowing we have completed transactions to the best of our ability. PB&T Bank employees take pride and responsibility by placing their signature on all accomplished work.

General Purpose

Documentation Specialist- This position is responsible for the ordering of accurate and timely preparation of loan documents on commercial, residential, and consumer loans, so that they meet the conditions of the loan approvals and all pertinent regulatory requirements. The position is also responsible for various other loan administration duties.

Loan Assistant Essential Duties/Responsibilities

• Order and ensure the accuracy of the necessary documentation for preparation of closing documents.
• Prepare written instruction to have the closing documents drawn up, in accordance with the approval and or the appropriate lending regulations as well as all bank policy regulations.
• Ensure loan agreements are complete and accurate according to policy.
• Compose letter and other correspondence with no instruction.
• Prepare forms necessary to order appraisals.
• Assist loan officers and clearing exceptions.
• Perform other duties and responsibilities as assigned.

Supervisory Duties

• None

Knowledge

• Knowledge of company policies and applicable regulations.
• Knowledge of risk management principles.
• Knowledge of compliance monitoring systems.
• Advanced skills in Microsoft Office applications (Word, Excel, PowerPoint)
• Knowledge of real estate, consumer, commercial loans and applicable regulations
• Proficiency in various software programs, document management software, database applications and internet research.
• Dedication to teamwork and leadership.

Skills

• Effective oral and written communication skills.
• Interpersonal skills coupled with excellent leadership skills.
• Organizational skills with excellent time management skills.
• Familiarity with systems and general business operations.
• Thorough understanding of ethics, regulations, and laws working with management, regulators, and board members.
• Investigation and interview skills.
• Understanding of commercial, residential and consumer loan terminology.
• Extensive knowledge of loan documentation and compliance regulations.

Ability

• Ability to read and interpret legal documents, write routine reports and correspondence.
• Provide prompt appropriate assistance to managers with respect to regulatory and compliance issues.
• Ability to solve practical problems and deal with a variety of variables and interpret a variety of instructions furnished in written, oral diagram, or schedule form.
• Takes assigned project from original concept through final implementation.
• Maintains project schedules, estimating time requirements, establishing deadlines, monitoring milestone completion and tracking all phases of the project product.
• Ability to speak effectively before groups.
• Provide prompt appropriate assistance to managers with respect to regulatory and compliance issues.
• Ability to balance business opportunities with regulatory and reputation risk.
• Ability to solve practical problems and deal with a variety of variables and interpret a variety of instructions furnished in written, oral diagram, or schedule form.
• Must be self directed, diplomatic and a clear, courteous and professional when working with internal and external customers.
• Ability to work with mathematical concepts such as fractions percentages, ratios, and proportions to practical situations.

Work Experience

• Five years of financial experience, training, and compliance in several departments of financial institutions including; lending, compliance, risk management, legal or audit, processing.
• Experience working with the state and federal legal and regulatory agencies.
• Experience in legislative review, analysis and reporting.
• Experience developing and filing policy forms.
• Strong leadership, project management and relationship management skills.

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is frequently required to sit or stand for long periods of time and repetitive arm/hand movements while operating a computer or equipment. This position is fast paced with frequent interruptions. The employee is occasionally required to reach with hands and arms; stoop, kneel, or crouch. Proper lifting techniques are required to lift, pull, push and/or move objects weighing up to 50 pounds. Specific vision abilities required by this job include close vision, color vision, and ability to adjust focus.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The duties listed in this job description are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related, or a logical assignment to the position.

This job description does not constitute an employment agreement between the employer and the employee and is subject to change as the needs and/or requirements of the job change deemed by the employer