Summary: Full-Time Loan Assistant - 40 hours/week
Availability: Monday – Friday 8:00am – 5:00pm - Springfield (Flexibility required)
Essential Job Functions
- Generate new loan documents in our loan documentation software and review any attorney prepared documentation.
- Review and produce renewal and modifications to existing credits.
- Assist loan officer in all aspects of lending.
- Accept payments.
- Communicate with title companies in the ordering of title searches and insurance.
- Order appraisals, when necessary, on real estate transactions.
- Handle insurance and other third parties related to lending transaction.
- Have a solid understanding of all bank products. (Loan and Deposit)
- Load new and renewed loans onto our core operating system.
- All other loan operations and processing duties as assigned.
- Complete all required training.
- Help coordinate participations and wires for all bought and sold loans.
- Assist with compliance of all affordable housing and new market tax credit loans.
- Sit on closing calls and follow development loans through completion and stabilization.
Knowledge, Skills, Abilities, Competencies
- Confidentiality
- Excellent verbal skills
- The ability to handle multiple functions at the same time
- Quick independent decision-making skills
- Positive attitude and highly motivated
- Microsoft Word, Excel, and Outlook experience
Education and Experience
- Previous loan assisting experience preferred
- Previous banking experience preferred
Physical Requirements
Onsite Position
- Seeing: Must be able to see well enough to see computer screen and read documents. (75-100% of work time spent on activity)
- Hearing: Must be able to hear well enough to communicate with customers, vendors, and employees. (75-100% of work time spent on activity)
- Sitting: Must be able to sit for long periods of time. (50-74% of work time spent on activity)
- Standing/Walking: Must be able to move about office. (25-49% of work time spent on activity)
- Climbing/Stooping/Kneeling: Must be able to stoop or kneel to pick up paper products or materials. (0-25% of work time spent on activity)
- Lifting/Pulling/Pushing: Must be able to lift up to 10 pounds. (0-24% of work time spent on activity)
- Grasping/Feeling: Must be able to write, type and use technical equipment. (75-100% of work time spent on activity)
Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Benefits
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Physical setting
-Office
The statements herein are intended to describe the general nature and level of work being performed but are not to be seen as a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment and are subject to change at the discretion of the employer. Legacy Bank and Trust is an equal opportunity employer.
