Bravera · 17 hours ago
Loan Assistant
Bravera Bank is an employee- and director-owned company committed to helping their employees forge a new path in their careers. The Loan Assistant role is designed to provide loan support to commercial and agricultural lenders, ensuring proper documentation and enhancing customer relationships.
BankingFinancial ServicesLendingWealth Management
Responsibilities
Provide loan support to assigned agricultural and business banking officers
Prepare all required loan documentation, computer input, loan file comments, tracking and follow-up necessary to complete each credit file
Meet and assist customers in banking needs, inquiries, and problem resolution to assure the customer receives high quality service
Process paid off loans by cancelling insurances, recordings and returning documentation
Process loan payments, disbursements, floor plan transactions, and maintain accurate customer account records
Assist loan officers with collateral tracking with phone calls and letters to customers
Handle telephone correspondence and process routine paperwork to support the loan functions of the bank
Follow and understand bank’s established loan policies and procedures and provide feedback as to changes needed
Must be a self-starter, readily accept responsibility and work assignments. Must be accurate, have the ability to prioritize and efficiently organize work assignments, work under pressure, meet deadlines, and promote teamwork
Must be able to learn new job tasks and offer suggestions on how to improve overall performance with existing job tasks/assignments
Earn and maintain the respect and trust of people. Display honesty, integrity, and morality
Responsible to promote a positive and collaborative environment that supports teamwork and excellent customer service throughout the organization
Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp
Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations
Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information
Keep abreast of current industry trends, new programs, and regulations through continued education and training
Adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer
Qualification
Required
High School diploma or equivalent with a two-year associate degree required; or a four-year degree in business or a related field preferred
1-3 years bank experience or previous administrative experience. OR An acceptable combination of education and experience
Self-starter, accuracy, positive attitude, team player, time management, customer service
Benefits
Competitive salary
Incentive compensation opportunities
Retirement plan with company match
Health insurance
Paid holidays
Paid time off (PTO)
Paid community volunteer time
Stock opportunities
Training opportunities
Tuition reimbursement
Company
Bravera
We are Bravera, an employee- and director-owned company of advisors who help build the financial strength, stability and growth of every community to which we belong.