Senior Loan Assistant

Description

SUMMARY OF JOB:

Responsible for supporting assigned lenders and commercial bankers in all phases of processing and servicing loans by providing administrative and operational support. Strong understanding of board policies, department guidelines, and banking regulations. Handles routine customer questions and inquiries, collects required documentation, prepares correspondence, and answers incoming phone calls and emails. Works with the lender to obtain required documentation for all new loan requests and assists with ongoing monitoring and reporting related to the business loan portfolio. Expected to assist in enhancing the relationship with the business members throughout the life of the loan and cultivating new loan opportunities.

**the person selected for this position will need to be in office 4-5 days a week

**we are looking for someone with 15+ years experience 

ESSENTIAL JOB RESPONSIBILITIES

1. Work directly with lenders, credit approvers and loan operations to ensure loan documents are prepared in accordance with credit approval, loan documentation standards, and regulatory requirements.
2. Act as a resource for identifying and resolving more complex customer service issues.
3.  Ensure compliance with security and audit procedures.
4. Maintain current knowledge and follow all bank financial and security regulations and procedures.
5. Embody, embrace, and demonstrate InBank’s Core Values: Commitment, Innovation, Responsibility, Teamwork, Happiness, and Authenticity.
6. Familiarity in reviewing corporate organizational documents, UCC filings and deeds of trusts.
7. Experience with attorney prepared and LaserPro loan documents.
8. Expedience in real estate closings.
9. Ability to manage multiple loan closings.

Requirements

JOB REQUIREMENTS:

Education: High School Diploma or Equivalent; College Degree Preferred

Work Experience: 15+ years of experience in retail banking or financial services 

Supervisory Experience: N/A

Licenses/Accreditations: N/A

Computer Skills: Proficient with Microsoft Office Suite; 10-Key by touch is preferable

Other Requirements: Basic knowledge and understanding of state and federal lending laws; strong understanding of environmental and appraisal policies and procedures. Ability to effectively manage multiple responsibilities and priorities. Ability to foster teamwork. Ability to effectively discern information and formulate appropriate action. Ability to think critically and provide appropriate solutions. Detail-oriented; decision-making capabilities. Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, and operating a telephone.    

Preferred Skills/Experience: Strong attention to detail and accuracy; professional and courteous communication skills. Strong oral, written customer service skills

SPECIFIC DUTIES AND RESPONSIBILITIES

Customer Service: Strong emphasis on excellent customer service skills; ability to work effectively with both internal and external contacts. Maintains confidentiality in handling customer and bank information.

Financial: Familiarity with financial terms and practices; mathematical calculations.

Administrative Duties: N/A

Autonomy: Discretion for recognizing and minimizing risk to the bank.

Employees Supervised: X

Budget Responsibility: N/A

The applicant who is selected for this position will be eligible for the following compensation and benefits:

• Targeted hiring range based on experience: $60,000 - $95,000 yearly. This range is an estimate based on potential employee qualifications and other considerations permitted by law under the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules.
• Bonus Eligibility: Annual bonus based on Company Bonus Plan/Individual Performance and is at the Company Discretion.
• Benefits: Medical, Dental, Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance. 
• Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays.
• 401(k): Company match begins with the first contribution and follows the company vesting schedule.
• Other: access to career training and development opportunities, employee discounts.
• For more about InBank and our culture, visit us here: Who We Are 

InBank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws.