Banking & Commercial Loan Processing Clerk, Sr. performs administrative tasks for commercial loan processing. Coordinates with lenders, customers, and external vendors to collect and prepare all required documentation for closings. Being a Banking & Commercial Loan Processing Clerk, Sr. ensures that loan packages are complete, and documentation correctly prepared within required timelines. Inputs and maintains all required transaction and processing records according to procedures. Additionally, Banking & Commercial Loan Processing Clerk, Sr. responds to inquiries. Prepares required regulatory reporting. May require an associate degree. Typically reports to a supervisor. The Banking & Commercial Loan Processing Clerk, Sr. works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Banking & Commercial Loan Processing Clerk, Sr. typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
About The Role
Summary
Come work for the best! Citizens Community Bank has been voted Best Bank at the Idaho State Journal’s Reader’s Choice Awards for the past five years!
The Loan Assistant is a major part of the continued success of Citizens Community Bank. The primary function of the Loan Assistant is to provide support to our lenders to contribute to our overall success.
A Loan Assistant achieves that support by assisting lenders with their loan requests and by providing clerical and administrative support to process and maintain all types of customer loans in addition to other functions.
This position requires knowledge of commercial loans and documentation, as well as, the ability to review and prepare commercial loan closings, effectively communicate with customers and co-workers to provide a variety of administrative duties
Essential Functions
Assist commercial loan officer with new loan applicants, to include interviewing clients when needed. Gathering initial documentation necessary to make loan decision, i.
e. credit bureau reports, OFAC, lien searches, tax notices, order appraisals, title commitments, etc. Prepare documents for commercial loans packets, to include SBA, RBS and other government programs and packages for closings, making sure necessary documents are in order and have been reviewed to be complete and accurate.
Monitor production numbers for lending team on all calls, referrals, and sales for annual performance process.
Additional Responsibilities
About You
Qualifications
Skills and Abilities Preferred
WORK ENVIRONMENT : Must be able to routinely perform work indoors in climate-controlled shared work area with moderate noise level.
PHYSICAL DEMANDS : The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is often required to : sit; use hands in repetitive motions to finger, grasp, handle or feel;
and talk or hear. The employee is occasionally required to : stand; walk; and lift or reach with hands and arms. The employee may also be required to :
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management.
Must be capable of regular, reliable and timely attendance. Must be capable of climbing / descending stairs in an emergency situation.
Specific lifting abilities required by this job include :
Specific vision abilities required by this job include : The worker is required to have close visual acuity to perform an activity such as : preparing and analyzing data and figures;
transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and / or operation / inspection of machines and / or using measurement devices at distances close to the eyes.
What We Offer
COMPENSATION & BENEFITS : Starting salary is dependent upon relevant experience and may vary based on the geographic location of the position.
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COMPANY OVERVIEW : We are a family of banks whose unique local presence reflects the communities we serve. We welcome the opportunity to grow and change as our customers and communities do the same.
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Last updated : 2024-04-23