Loan Support Representative

United Bank of Iowa

Ida Grove (IA)

On-site

USD 36,000 - 48,000

Full time

14 days+

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Job summary

United Bank of Iowa in Ida Grove, IA is seeking a detailed loan clerk to support loan credits for officers and managers. You will assist with loan compiling, data entry, verification, and processing of Ag and Commercial loans, ensuring documents comply with procedures and timelines.

The role requires a high school diploma or GED and 3–5 years related experience. Strong numerical ability, communication skills, and confidentiality are essential as you back up tellers and promote bank services in

Qualifications

High school diploma or GED required with 3–5 years related experience or equivalent combination.
Experience with loan processing and documentation is important.
Ability to handle confidential information and maintain accuracy.

Responsibilities

Provide clerical support for loan credits to loan officers and managers.
Assist with loan compiling, data entry, and loan verification for Ag and Commercial loans.
Process loan advances, payments, and pay-offs; provide loan documentation to customers.
Answer questions, handle calls, and perform essential teller duties as needed while delivering strong customer service.
Promote all bank services to enhance the bank's image in the community.

Skills

Customer service

Data entry

Loan processing

Communication

Attention to detail

Organizational skills

Education

High school diploma or GED (required)

Tools

Microsoft Word

Excel

Database software

Job description

As a member of the UBI team, this position provides clerical support of loan credits to loan officers and managers. Assisting with all aspects of loan compiling, data entry, and loan verification, specifically with Ag and Commercial loans, to ensure orderly processing and maintenance of all loan documents according to established procedure. Receiving and processing loan advances, payments, and pay-offs. Providing customers with the appropriate loan documentation. Answers customer questions, phone calls, and performs essential teller duties as needed, while maintain exceptional customer service. Selling and promoting all bank services in such a way as to enhance the bank's image within the community.

EDUCATION/TRAINING/EXPERIENCE

High school diploma or general education degree (GED) and 3 - 5 years related experience and/or training; or equivalent combination of education, training, and experience.

LANGUAGE SKILLS

Strong reading, writing, and verbal skills to effectively follow written and oral instructions, respond to questions, and compose moderately complex reports.

MATHEMATICAL SKILLS

Count, add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to calculate figures and amounts such as interest, percentages, loan payments and loan pay-offs.

REASONING ABILITY

Comprehend and understand bank operations, policies (manuals), and procedures.

Recognize and reconcile problems following established guidelines.

Independent judgement to recognize and maintain confidential information.

Interpret and apply loan policy requirements.

OTHER SKILLS

Organizational skills to assist loan officers service loan accounts and prioritize workload to maximize efficiency and accuracy.

Interpersonal skills to deal effectively with customers in a friendly, courteous manner.

Understanding of computer related operations.

Computer skills in word processing, spreadsheet and database software to generate correspondence and reports.

Analytical skills to analyze loan documentation and apply quality control standards and loan documentation requirements.

Telephone skills to handle telephone calls in a professional manner.