DescriptionGeneral PurposeThe Loan Assistant, under general supervision and in accordance withestablished policies and procedures, provides administrative support tolenders and loan officers in gathering information required for Consumer andCommercial Loan Applications. An intermediate level position having extensivecontact with customers and the public both in person and on the telephone.Essential Duties/ResponsibilitiesReasonable accommodations may be made to enable individuals with disabilitiesto perform the essential functions.Acts a liaison between location officers and back office lending personnel,including booking new loans and renewals.Follows discussion with loan officers, communicates as appropriate withcustomer and gathers all necessary information and documentation for new loanrequests, renewals and modifications.Prepares the weekly past due, overdraft and maturing loan lists and assistsin the collection of past due loans.Analyzes and prepares consumer loan packets under $100,000 and manages theprocess.Provides administrative assistance to commercial, consumer and branch loanofficers.Responsible for the content of and maintaining supplies of loan applicationpackages at the direction of the bank’s Compliance Department.Prepares appropriate loan disbursement entries (cashier’s checks,deposit, wire transfer etc.) on signing date, according to loandisbursement instructions provided by Loan Processor.Performs other duties as assigned.Supervisory Duties:May assist with opening and closing the branch.Employees are held accountable for all duties of this job.Job QualificationsKnowledge, Skills, and Ability:Demonstrates excellent communication skills and the ability to providecourteous, knowledgeable and professional customer service, both in personand on the telephone, while independently consulting with the Bank’scustomers.Demonstrated ability to perform a wide range of administrative and secretarialskills, including composing proper business correspondence (letters andelectronic mail) to internal and external customers.Knowledge of general banking policies /procedures, including anunderstanding and application of banking compliance regulations.Intermediate-level mathematical skills and keyboard navigation.Ability to assume responsibility, display initiative, exercise goodjudgement and make and act upon decisions with minimal supervision.Proficiency in Microsoft Office (including but not limited to) Word,Excel and Outlook.Notary Public is a plus.Education, Experience, Formal Training:An Associate’s Degree (AA) or equivalent from a two year college ortechnical school, or knowledge typically gained through a minimum of three(3) years progressively responsible experience in a high demand,multi-tasked professional administrative or secretarial position; or anequivalent combination of education and experience.Experience may be considered in lieu of education.Previous bank lending experience is a plus.Customer Service Representative experience is preferred.Possession of, or ability to obtain, a valid State of Colorado Drivers’License, required.Possession of, or ability to obtain, a valid NMLS License, required.Working ConditionsWorking Environment:This job operates in a climate controlled, fast-paced office environmentwith prolonged periods of sitting. This role routinely uses standard officeequipment such as computers, phones, photocopiers, filing cabinets andfax machines. Repetitive motion likely. Some travel may be necessary. Mayoccasionally be required to work weekend, after normal hours and/or holidays.Physical Activities:These are representative of those which must be met to successfully performthe essential functions of this job.While performing the duties of this job, the employee is regularly requiredto stand, walk, sit, reach with arms, talk or hear and use hands tofinger dexterity, handle or feel objects, tools or controls. The employeeis occasionally required to climb or balance, stoop, kneel, crouch andmay occas
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