Loan Administrative Assistant

Job Summary:

The Loan Administrative Assistant will assist the Loan Officer in reviewing loan applications and retrieving information from the applicants/ customers.

Supervisory Responsibilities:

• Assists with training of newly hired Loan Administrative Assistants.

Duties/Responsibilities:

• Assists potential borrowers with completion of initial loan applications; reviews submitted applications for accuracy and completion, requesting additional information or detail as needed.
• Verifies information and financial history provided; acquires borrowers’ credit reports from major credit reporting bureau(s).
• Facilitates information between customers and potential customers with loan officers.
• Performs clerical duties including typing, filing, and completion of forms.
• Operates office machines including copiers, scanners, phone and voicemail systems, personal computers, and other standard office equipment.
• Greets visitors and applicants.
• Answers phones, directs calls to appropriate individuals, and prepares messages.
• Manages calendars and schedules appointments.
• Performs other related duties as assigned.

Required Skills/Abilities:

• Excellent verbal and written communication skills.
• Demonstrates a helpful and friendly attitude.
• Provide excellent customer service in a professional and timely manner
• Trustworthiness and the ability to act with integrity.
• Experience in loan processing preferred but not required

Education and Experience:

• High school diploma or equivalent preferred.
• Minimum age 18.
• Previous experience working directly with the public is preferred.
• Complete and pass all required training courses as assigned

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

Benefits:

• 401k matching
• Medical insurance
• Dental insurance
• Group Term and Voluntary Term Life insurance
• Paid Time Off
• H.S.A. Contributions (based on eligibility)
• Tuition Reimbursement (based on eligibility)
• Typical hours are Monday through Friday 8am to 5pm

City National Bank is an Equal Opportunity Employer