Loan Assistnat

Sauk Valley Bank; Wisconsin; On-site; USD 28,000 - 47,000; Full time

Benefits offered by this job

Medical

Short-term disability

Long-term disability

Life insurance

Vision

Dental

401K benefits

Paid time off

Job summary

Sauk Valley Bank is seeking a Loan Assistant to support lenders through commercial and agricultural loan lifecycles, from application to closing, while coordinating across departments to ensure a seamless customer experience. This on-site role requires strong organizational skills, attention to detail and the ability to manage multiple priorities in a fast-paced environment.

You will assist loan officers with gathering documentation, coordinate loan requests, track maturities, support closings

Qualifications

• High school diploma or equivalent required.
• Bachelor's degree preferred.
• Minimum of two years of experience in loan operations or related financial services.
• Excellent organizational, analytical, and communication skills with high attention to detail.
• Proficient in Microsoft Office Suite and general computer applications.
• Ability to work independently and collaboratively in an on-site office environment.

Responsibilities

• Assist loan officers with preparing loan packages by gathering and verifying borrower financial documentation.
• Coordinate with Lenders to ensure loan requests are processed timely and accurately.
• Order and track credit reports, appraisals, title commitments and other loan related documents.
• Review due diligence documents on new clients to ensure information is complete and correct documentation is received to accurately complete all required loan documents.
• Enter required fields in LOS nCino and prepare loan request packets.
• Monitor loan files, track status updates and follow up on missing information.
• Track upcoming loan maturities and contact clients for financial information as needed.
• Assist in clearing past due financials and trailing documents.
• Coordinate with borrowers, real estate professionals and settlement agents to support timely loan closings.
• Answer incoming phone calls and emails, respond to customer inquiries and route issues as needed.
• Assist with request for loan advances and payments.
• Maintain accurate loan records and ensure compliance with internal lending procedures.
• Perform administrative tasks including filing, reporting and document management.

Skills

Organizational skills

Analytical thinking

Communication skills

Education

High school diploma or equivalent

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

SummaryThe position of the Loan Assistant supports Lenders throughout the lifecycle of commercial and agricultural loans including new requests renewals modifications and ongoing relationship needs while coordinating across departments to ensure a seamless customer experience This role works closely with loan officers borrowers and third party partners to hep move loans efficiently from application through closing while delivering a high level of customer service This position is Fully On Site and requires strong organizational skills attention to detail and the ability to manage multiple priorities in a fast paced environment

Essential Duties

• Assist loan officers with preparing loan packages by gathering and verifying borrower financial documentation.
• Coordinate with Lenders to ensure loan requests are processed timely and accurately.
• Order and track credit reports appraisals title commitments and other loan related documents.
• Review all due diligence documents on NEW clients to ensure information is complete and correct documentation is received to accurately complete all required loan documents.
• Prepare loan request packets for Lenders Portfolio Manager Credit Analyst; enter required fields in LOS nCino.
• Monitor loan files track status updates and follow up on missing or incomplete information.
• Track upcoming loan maturities and contacts clients to request financial information as needed.
• Assists in clearing past due financials post closing exceptions and trailing documents.
• Coordinate with borrowers real estate professionals and settlement agents to support timely loan closings.
• Answer incoming phone calls and emails respond to customer inquiries and route issues as needed.
• Assist with request for loan advances and payments.
• Maintain accurate loan records and ensure compliance with internal lending procedures.
• Perform administrative tasks including filing reporting and document management as required.

Secondary Duties

The position of Loan Assistant performs duties specific to the position and other functions as assigned

Supervisory Duties

The position of Loan Assistant is not responsible for the supervision of employees

Minimum Requirements

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position The requirements listed below are representative of the knowledge skill andor ability required to perform the position in a satisfactory manner Individual abilities may result in some deviation from these guidelines

• High school diploma or equivalent required.
• bachelors degree preferred.
• Minimum of two years of experience in loan operations mortgage lending or a related financial services role.
• Excellent organizational analytical and communication skills with high attention to detail.
• Proficient in Microsoft Office Suite and general computer applications.
• Ability to work independently and collaboratively in an on site office environment.
• Familiarity with loan origination systems and lending procedures is a plus.
• Current drivers license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities.
• The incumbent must be able to perform this position safely without endangering the health or safety to himherself or others.

Sauk Valley Bank is an Equal Opportunity Employer SVB is committed to the provision of equal opportunity employment for all qualified persons in all job classifications in recruitment selection and promotion without regard to race color religion gender gender identity sexual orientation parental status national origin age disability military status veteran status or any other protected status Submission of this information is voluntary and is not considered in employment decisions This information will be kept separate from the employment files and is considered confidential

Benefits

• medical
• short term disability
• long term disability
• life
• vision
• dental
• 401K benefits to all full time positions
• PTO will vary depending on the level of the position
• This position is not eligible for incentive
• Management reserves the right to change this position description at any time according to business needs
• Salary Range 2000-2700 hourly depending on experience
• March 25 2026