Loan Administration Assistant

Department: Loan Department Job Status: Full Time

FLSA Status: Non Exempt Reports To: Vice President of Loan Administration

Work Schedule: Monday through Friday 7:45AM-4:30 PM
Rotation schedule on Saturday 7:45AM-12:00PM Positions Supervised:

Amount of Travel Required: Minimal

POSITION SUMMARY
Enhance loan department effectiveness by providing information and management support. Develop favorable relations with customers and promote bank services as opportunities arise.


ESSENTIAL FUNCTIONS

• Produce information: Inputting editing, copying and transmitting text and data.
• Organizes Work & Prepares Reports: Routing correspondence, collecting information, telecommunications.
• Maintains Loan Department Schedules: Maintains calendars for department personnel, utilizes bank tickler system to provide reminders for annual documentation requests.
• Completes Requests: Greets customers, answering questions, completes loan transactions.
• Maintains office supply inventory: Checking stock and inventory levels, placing and expediting orders for supplies, verifying receipts of supplies.
• · Maintain customer confidence and protect operation: Maintain confidentiality of sensitive information.
• Provides support for other departments: Back up support for other departments within the bank.
• Provides Historical Reference: Utilize filing and retrieval systems.
• Maintain Technical Knowledge: Attend education workshops.
• Maintain working knowledge of security documentation and the proper recording of the same.
• Contribute to Team Effort: Accomplish related results as needed.
• Participate in community affairs to increase the bank’s visibility and to enhance new business opportunities

POSITION QUALIFICATIONS - Competency Statement(s)

• Accuracy – Ability to perform work accurately and thoroughly.
• Analytical Skills – Ability to use thinking and reasoning to solve a problem.
• Applied Learning – Ability to participate in needed learning activities in a way that makes the most of the learning experience.
• Communication, Written – Ability to communicate in writing clearly and concisely.
• Conceptual Thinking – Ability to think in terms of abstract ideas.
• Customer Oriented - Ability to take care of the customers’ needs while following company procedures.
• Detail Orientated – Ability to perform work accurately and thoroughly.
• Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
• Project Management – Ability to organize and direct a project to completion.
• Education: High School Graduate or General Education Degree (GED)
• Experience : One to two years related experience.

PHYSICAL DEMANDS
Stand  -  O (Occasionally)
Walk  -  O (Occasionally)
Sit  -  F (Frequently)
Hand & Fingers Dexterity  -  F (Frequently)
Reach Outward  -  O (Occasionally)
Reach Above Shoulder  -  O (Occasionally)
Climb  -  N (Not Applicable)
Crawl N  -  (Not Applicable)
Squat or Kneel  -  O (Occasionally)
Bend F   -  (Frequently)

Lift/Carry
10 lbs or less   -  N (Not Applicable)
11-20 lbs   -  N (Not Applicable)
21-50 lbs   -  O (Occasionally)
51-100 lbs   -  N (Not Applicable)
Over 100 lbs   -  N (Not Applicable)

Push/Pull
12 lbs or less   -  N (Not Applicable)
13-25 lbs   -  O (Occasionally)
26-40 lbs   -  N (Not Applicable)
41-100 lbs   -  N (Not Applicable)

N (Not Applicable) Activity is not applicable to this occupation.
O (Occasionally) Occupation requires this activity up to 33% of the time (0 - 2.5+ hrs/day)
F (Frequently) Occupation requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)
C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day)

Other Physical Requirements
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.