Loan Assistant

Maquoketa State Bank

IA

JOB DETAILS
SKILLS
Communication Skills, Computer Software, Construction, Credit Reports, Customer Support/Service, Detail Oriented, Documentation, Liens, Loan Closing, Loan Documents, Loan Payoffs, Loans, Organizational Skills, Prepare Correspondence, Presentation/Verbal Skills, Project Tracking, Quality Monitoring, Spreadsheets, Time Management, Writing Skills
LOCATION
IA
POSTED
6 days ago

To apply for this position, go to our website Ohnward Bancshares, Inc.

www.ohnward.com

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POSITION SUMMARY

This position is responsible for providing efficient and professional support to the lenders; and preparing all loan request documents.

KEY ORGANIZATIONAL RELATIONSHIPS

  • Reports to Officer.
  • Works closely with Lenders, other departments, vendors and services.

DUTIES AND RESPONSIBILITIES

Essential Duties and Responsibilities

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Assists all lending staff with preparation and finalization of loan documents.
  • Ensure all new loans, advances and payments are accurately and timely processed into the FIS/Metavante loan system.
  • Attend and participate in loan closings as requested by lender.
  • Request financial information and other necessary documentation from clients as directed by lender or the loan tickler system.
  • Prepare correspondence or file memos as requested by lender.
  • Assist all lending staff by copying, updating, and completing a shadow file.
  • Order and obtain necessary research for loan files (example, credit reports, lien search, floods, tickler system information).
  • Professionally assist customers with questions and inquires on new and existing loans.
  • Maintain the RE title option/certificate of title list and make contacts as needed for missing items.
  • Work with construction loans/builders to pay construction bills, send lien waivers and maintain spreadsheets.
  • Assist customers with loan payments and payoff quotes as needed.
  • Learn and understand the Metavante loan screens and functions, by assisting with operational functions while complying with bank policies and procedures.
  • Performs other duties as assigned.

SKILLS AND ABILITIES

To perform this job successfully, an individual should demonstrate the following knowledge, skills, and abilities.

  • Good communication skills, both verbal and written.
  • Ability to use a computer and software, work in documents.
  • Ability to use time efficiently and effectively.
  • "Can do" attitude.
  • Demonstrates accuracy and thoroughness. Attention to details. Must be organized, and able to monitor work for quality.

EDUCATION AND EXPERIENCE

  • High school diploma or equivalent.
  • Associate Arts Degree; or two years' experience and/or training; or equivalent combination of education and experience preferred.

BENEFITS:

Stakeholder Bonus

Health Insurance

Dental Insurance

Retirement Plan (401k) - 3% Safe Harbor Contribution + Discretionary Contribution

10 Observed Holidays

PTO

Group Term Life provided

Short Term Disability - 100% provided by company

Long Term Disability

Maternity/Paternity Leave - 100% of pay

Community Involvement

Pay-It-Ohnward - Company Giving Program

Grilling for Charity - Community Donations

Thank God Its Monday (TGIM) Company Event

To apply for this position, go to our website Ohnward Bancshares, Inc.

www.ohnward.com

  • About Us

  • Careers

  • Apply Now

Equal Opportunity Employer

About the Company

M

Maquoketa State Bank