Loan Assistant jobs in United States
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Bank of Colorado · 13 hours ago

Loan Assistant

Bank of Colorado is seeking a Loan Assistant who will support the loan department with advanced loan training and understanding. The role involves processing loans, assisting with customer inquiries, and maintaining accurate records.

BankingFinancial ServicesInsuranceVenture Capital

Responsibilities

Processes loans, which include: preparation work, computer input, review for accuracy, and follow-up
May assist with loan closings
Prepare reports for management
May assists with preparation of loans for loan committee, as needed
Establishes, maintains, and revises filing and record keeping articles, records, and other documents
Assists with customers in reference to loan questions or account questions
Assists with bill paying and GL entries
Exception tracking and review files for outstanding information
Loan Non-Post Review and Correction
Processes payments and reverse/correct payments (if needed)
Reviews loans in process to ensure they balance
Processes paid loans, release collateral, as needed
Book and complete loan process
Performs other duties as assigned
Regular and reliable attendance

Qualification

Loan processing experienceBank operationsBasic accounting knowledgeWord processing softwareSpreadsheet softwareEffective communicationAttention to detailOrganizational skillsTeam playerWork under pressure

Required

This position serves as a support to the loan department and has an advanced level of loan training and understanding
Processes loans, which include: preparation work, computer input, review for accuracy, and follow-up
May assist with loan closings
Prepare reports for management
May assists with preparation of loans for loan committee, as needed
Establishes, maintains, and revises filing and record keeping articles, records, and other documents
Assists with customers in reference to loan questions or account questions
Assists with bill paying and GL entries
Exception tracking and review files for outstanding information
Loan Non-Post Review and Correction
Processes payments and reverse/correct payments (if needed)
Reviews loans in process to ensure they balance
Processes paid loans, release collateral, as needed
Book and complete loan process
Performs other duties as assigned
Regular and reliable attendance
Knowledge of bank operations, policies, and procedures
Knowledge of loan processes and basic accounting
Knowledge of word processing and spreadsheet software
Skill in communicating effectively with management, customers, and co-workers
Ability to pay close attention to detail and work with a high degree of accuracy
Ability to create an organized efficient work environment without supervision
Ability to work under pressure of deadlines
Ability to function as a team player
High School diploma or equivalent experience in banking

Preferred

Previous experience with computer software and bookkeeping preferred
3 years previous loan processing experience preferred

Company

Bank of Colorado

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Bank of Colorado is a bank that offering banking, finance, and investment services.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase