JOB TITLE: Loan Assistant

JOB DESCRIPTION: The successful candidate for this position will assist the loan officer with commercial
loans, applications, credit reports, underwriting, and financial spreads. This position will also be required to
answer basic questions for the customer seeking loan assistance. Customer service skills required. The
ability to effectively communicate both verbally and in writing with customers preferred.

RESPONSIBILITIES:

Review loan records to ensure no exceptions from external audits

Board new and renewed loans
Prepare consumer CL 101 as needed to meet time frames of customer
Customer service skills and ability to communicate effectively with customers orally and
in writing
*NO loan file exceptions; * NO Tickler exceptions
Perform other duties as assigned

POSITION REQUIREMENTS:

High School Diploma or equivalent

Utilization of spread sheets to input financial information for analysis of loan officer
Excellent written and verbal communication skills
Excellent customer relation skills
Proficient in Microsoft Word, Excel, Outlook, and any type of loan software
Strong organizational skills, attention to detail, and the ability to produce a large volume of
work in a very fast paced environment
Basic accounting knowledge preferred