Loan Officer Assistant

United Community Bank; Blairsville (Indiana County); On-site; USD 26,000 - 32,000; Full time

Job summary

United Community Bank is seeking an Loan Operations Assistant to support loan officers by inputting loans, assembling documentation, and ensuring accuracy in files. You will handle signatures, dates, and data, and perform standard clerical tasks using bank procedures and office systems.

People in this role assist with credit reports, inquiries, and cross-selling bank products to strengthen customer relationships, while also handling loan exceptions and wire transfers as needed.

Qualifications

• High School diploma or equivalent.
• 1 year experience in a financial organization preferred.
• Experience in commercial and consumer lending preferred.
• In-house or external training completion.
• Proficient in Microsoft Office programs.
• Attention to detail and accuracy.
• Participation in compliance training.

Responsibilities

• Assist with inputting loans and assembling loan documentation.
• Ensure loan files contain documents with proper signatures, dates, and data.
• Assemble and verify accuracy of loan documentation.
• Check vesting, legal descriptions, closing dates, and signatures.
• Perform clerical duties using departmental procedures and data entry.
• Order credit reports.
• Answer customer inquiries.
• Promote United’s need-based sales approach to develop customer relationships.
• Work loan exceptions.
• Obtain and work insurance list.
• Create and verify wire transfers.
• Assist other departments during peak hours.

Skills

Interpersonal communication

Organizational skills

Microsoft Office

Data entry

Education

High School diploma or equivalent

Job description

Overview

Assist with consumer and commercial loans in compliance with financial institution policies and procedures. Input and update loan data into financial institution computer system; assemble and verify loan documents for accuracy.

What You’ll Do

• Provide administrative assistance to the loan officer and staff, including updating loan data or inputting loans into the system as needed, and assembling of loan documentation
• Ensure loan files contain documents with proper signature, dates, and other relevant data
• Assemble and verify accuracy of loan documentation
• Check documents for proper vesting, legal descriptions, closing dates, and signatures
• Perform variety of clerical duties requiring knowledge of departmental procedures and use office computers for data input and other activities
• Order credit reports
• Answer customer inquiries
• Be familiar with bank products and services and look for opportunities to develop new customer relationships and strengthen existing customer relationships using United’s need-based sales approach
• Work loan exceptions
• Obtain and work insurance list
• Create and/or verify wire transfers
• Assist other departments on a temporary basis as needed during peak hours

Requirements For Success

• High School diploma or equivalent
• Minimum of 1 year experience in a financial organization preferred
• Experience in commercial and consumer lending preferred
• Successful completion of in-house training program or approved external training program
• Good interpersonal communication and organizational skills
• Proficient keyboarding skills
• Proficient in Microsoft office programs
• Good understanding of financial institution products and services and procedures pertaining to loan operations and compliance
• Attention to detail
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

Conditions of Employment

• Must be able to pass a criminal background & credit check
• This is a full-time, non-remote position

FLSA Status: Non - Exempt

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.

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

Pay Range

USD $19.26 - USD $23.04 /Hr.