Loan Assistant

General Job Responsibilities

Community Bank Loan Assistants have direct interface with current and potential Bank customers and work closely with the Loan Officers and other Bank employees. They provide services which include completion of loan request data sheets, closing loans with customers and disbursing funds, explaining bank products and services, solving customer problems, and answering other customer requests. The Loan Assistant must possess a thorough knowledge of all bank products and services, fully understand and adhere to all federal and state laws and the policies of the Bank, and be able to communicate effectively with the customer, at times during a difficult situation. A pleasant customer service attitude is essential as well as willingness to be a team player. Loan Assistants report to the designated Branch Officer.

Education and Experience

Education

Graduation from high school or equivalent GED required, some college or post graduate technical training preferred.

Experience

A minimum of two year’s work experience in a loan assistant/processor position required.