Loan Assistants act as a support primarily to Loan Officer. Performs various support duties pertinent to meeting the needs of our high profile customers and development of new business.
Key Duties & Responsibilities
• Prepare and review all account documentation pertinent to loans.
• Review loan files to ensure the completeness of the file, and that all collateral has been properly secured.
• Verify the real estate taxes on residential real estate loans.
• Cover phone calls and customer meetings as necessary and keep loan officer informed of all activities within department.
• Set appointments for Loan Officers as needed.
• Build and maintain positive relations with all customers, potential customers and co-workers.
• Perform as a team member in allocating and coordinating the work flow.
• Contribute to the fulfillment of department and company objectives and goals.
• Comply with all department and company policies, procedures and regulations.
• Other duties as assigned.
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