Loan Docs Specialist: Commercial & Ag

Clear Lake Bank & Trust Company; Clear Lake (IA); Hybrid; USD 38,000 - 52,000; Full time

Benefits offered by this job

401(k) match

Life insurance

Disability insurance

Paid time off

Job summary

Clear Lake Bank & Trust Company in Clear Lake, IA is seeking a Commercial & Ag Loan Assistant to prepare loan documents, maintain business banking documents, files and accounts, and support the Business Banking Department. The ideal candidate is community-focused with a proven ability to build and maintain strong customer relationships.

Duties include assembling and typing loan documents, maintaining customer files, handling operating line advances, and helping with document management.

Qualifications

• Education: High School diploma or equivalent is required. Some college is preferred.
• Three (3) or more years of experience in preparing commercial and agricultural loan documentation is preferred.
• Excellent interpersonal skills, including oral and written communication, presentation, and facilitation skills
• Internet and PC proficiency; ability to learn, understand, and assimilate new technology knowledge.
• 401(k) retirement savings plan with a generous employer match
• 100% employer paid life insurance
• Long-term and short-term disability insurance plans
• Generous paid time off plan

Responsibilities

• Provides administrative support to Business Banking Department by performing all types of clerical functions.
• Prepares and maintains customer files; including typing loan documents, preparing loan tickets, performing customer advances on operating lines and maintaining customer identification files on the core database system.
• Maintains proficiency in commercial and agriculture documentation and processing.
• Acts as a lead for document management program for the Business Banking Department Mason City Offices.
• Maintains active, positive involvement in the community and the Bank.
• Actively nurtures relationships with existing bank customers using face-to-face communication.
• Maintains current knowledge of bank products to effectively assist customers with accounts and services.
• Saturday morning rotation as needed

Skills

Customer service

Attention to detail

Autonomy

Communication

Education

High school diploma

Some college

Tools

PC proficiency

Job description

Clear Lake Bank & Trust Company in Clear Lake, IA is seeking a Commercial & Ag Loan Assistant to prepare loan documents, maintain business banking documents, files and accounts, and support the Business Banking Department. The ideal candidate is community-focused with a proven ability to build and maintain strong customer relationships.

Duties include assembling and typing loan documents, maintaining customer files, handling operating line advances, and helping with document management.