Loan Assistant - American Bank - Le Mars

Job Brief: This role will work closely with the executive assistant, loan officers, other loan assistants as well as customers. To be successful in this role you will need to know how to multitask, communicate effectively and have great attention to detail.

Essential duties and responsibilities:

• Perform all related Loan Department responsibilities including, but not limited to; running credit reports, processing consumer, commercial and real estate loan payments, and advances; generate loan documents; boarding loan documents on the Bank’s computer systems; entering data to correct or update loan records; maintaining credit files.
• Provide support to all assigned areas of the department where service or assistance is needed; acts as a backup for various loan department positions and functions.
• Monitor tickler system to ensure proper receipt of UCC, Mortgages and Insurance filings and other documentation.
• Responds to routine loan officer or customer inquiries relative to account balances, loan balances and payoff requests.
• Ensure loan documents are complete and accurate according to policy.
• Meet with customers in person or by phone to assist in their needs. Build and maintain customer relationships.
• Mail past due/loan maturity notices and process payments received and loan advance requests.
• Follow policies and procedures; complete administrative tasks correctly and on time; support the Bank’s goals and values.
• Scan & file loans & supporting documentation.
• Answer phone line in prompt, friendly manner.
• Monitor and maintains multiple floor plans.
• Assist with and back up Fannie Mae.

Knowledge & skills:

• High school diploma or general education degree (GED); or six to twelve months related experience and/or training; or equivalent combination of education and experience.

Ability To:

• Communicate effectively.
• Problem solve.
• Work with excel and other Microsoft products.
• Attention to detail