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Citizens Community Bank · 6 hours ago

Loan Assistant

Pocatello, ID

Full-time

Onsite

New Grad, Entry Level

Citizens Community Bank is a dynamic and growing community bank dedicated to providing exceptional financial services. The Loan Assistant supports lenders and customers by assisting with loan processing, documentation, and inquiries, ensuring smooth loan transactions and providing excellent customer service.

BankingConsultingFinancial Services

No H1B

Responsibilities

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

Assist lender with loan closings and be prepared to close loans. Working on-site during business hours is required to support customers and lenders

Assist lender with follow up loan closing items such as tracking collateral and working to manage the customers portfolio

Keep current on loan programs, lending regulations, procedures and documentation and be a knowledgeable resource to lenders

Assist Customer/Lender with file maintenance, portfolio maintenance, credits/debits to all accounts/loans as needed

Assist Lender with reports, scheduling, arranging events and lunches with customers and for bank meetings

Assist commercial loan officer with marketing strategies, to include customer calling program, cross selling other Citizens Community Bank products and referring as appropriate. Monitor production numbers for lending team on all calls, referrals, and sales for annual performance process

Assist with loan operations functions such as importing documents, scanning and document retention

Process payments, construction loan draws and other transactions for our customers and carry out basic accounting functions

Work with the lenders to clear technical and collateral exceptions

Additional duties may be added as needs arise

Regular and predictable attendance in order to accomplish, among other things, in-person contact with customers

Regular, on-site attendance during standard business hours is required to perform the duties of this position

Additional duties as requested or assigned

Participate in Community Service and Bank-sponsored activities that serve and support the mission and values of CCB

Provide superior internal and external customer service: must demonstrate self-governance, courtesy, and respect toward external customers as well as internal customers (all organization personnel)

Must comply with all company policies and procedures and all applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Must complete the assigned online training courses and achieve a passing score by due date

Represent in a professional manner which includes a professional image, confidentiality, a positive attitude, good attendance, punctuality, flexibility and adaptability in meeting bank and customer needs

Qualification

Loan documentation knowledgeCustomer service experienceBanking experienceKeyboarding proficiencyOrganizedFollow instructionsWork accuratelySpreadsheet knowledgeDetail orientedEffective communication