Loan Assistant jobs in United States
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SouthEast Bank · 12 hours ago

Loan Assistant

SouthEast Bank is seeking a Loan Assistant to assist and support Loan Officers in managing workflow and loan documentation. The role involves coordinating with Loan Operations and performing various tasks related to loan processing and customer interaction.

BankingFinancial Services
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Comp. & Benefits

Responsibilities

Pull tax Card, Request appraisals
Complete loan information sheet
Assist with gathering financials; loan exceptions; Past dues; loan maturities
Correspond with centralized processing regarding loan documentation, loan closings, etc
Back up as a remote Loan Assistant to assigned locations when other Loan Assistants are out
Familiarity with and/or knowledge of perfection of liens, recording of UCCs, and collateral management practices related to commercial requests

Qualification

Loan Processing ExperienceBank regulationsMathematical aptitudeLoan compliance regulationsResidential loan disclosureMulti-taskingComputer technology knowledgeInterpersonal skillsOrganizational skillsCommunication skillsAttention to detailTime ManagementFlexibility

Required

High school diploma or equivalent, required
Prior Loan Processing Experience, required
Maintain up-to-date knowledge of and adhere to all state and federal regulations that pertain to this position including but not limited to Bank Secrecy Act, Consumer Privacy and Fair Lending
Working knowledge of state and federal regulations including but not limited to Bank Secrecy Act, Consumer Privacy and Fair Lending along with industry best practices that pertain to this position

Preferred

Familiarity with residential loan disclosure requirements, preferred
Knowledge of loan compliance regulations, preferred

Company

SouthEast Bank

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SouthEast Bank is a locally owned bank operational in Tennessee.

Funding

Current Stage
Growth Stage

Leadership Team

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Barbara Thomas
Chief Operating Officer
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Jimmy Dalton
Chief Credit Officer
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Company data provided by crunchbase