Lending Assistant

Description: Assist loan officers with processing loans and opening accounts. Review submitted applications for accuracy and completion and request additional information or detail as needed. Responsible for the performance of, but not limited to, the following: Main Duties and Responsibilities Review loan documents for accuracy for each loan type Prepare packages with correct and completed documents to minimize collateral exceptions Open commercial and deposit accounts Handle correspondence for lenders, if necessary Transmit wires Provide courteous, professional, and efficient service to customers, on phone and in person Be knowledgeable of all deposit accounts and loan types Update monthly/weekly loan rates Process and close loans when needed Work monthly officer exception report to clear any outstanding collateral exceptions Request financials and other needed documents for loan process Help maintain efficient standards of the department; be aware of department budget; and help to stay within established guidelines Assist officers and co-workers with all aspects of lending. Responsible for complying with BSA policies and procedures Requirements: Required Qualifications and Behaviors (all required unless otherwise specified) Skills Advanced verbal and written communication skills Advanced interpersonal, customer service, and sales skills Proficient computer skills Thorough knowledge and understanding of lending products, banking industry rules and regulations, and the required documentation for obtaining a loan Behaviors Detail Oriented: Thorough, observant, and accurate Active Listener: Listen to understand, focus, and respond thoughtfully Trustworthiness: Honest, ethical, and transparent Accountability: Responsive, self-aware, and willing to take responsibility Sound Judgment: Make thoughtful and well-reasoned decisions Professionalism: Present oneself and communicate with competency and respect Stress Tolerant: Ability to manage stress and reactions Organization: Time management and prioritization Education and Experience 2 years+ banking experience 1 year+ lending experience (preferred)