- Assist with the preparation and review of all account documentation pertinent to loans and deposits.
- Assist with due diligence/analysis of new client relationships, including the preparation of opportunity memos as appropriate.
- Assist with construction loan inspections and process loan disbursement requests.
- Prepare cashier's checks for borrowers when authorized by the Loan Officer.
- Obtain and update collateral valuations:
- To include ordering real estate appraisals from the Bank's approved Appraiser list and cooperating with information requests from outside Appraisers (typical information requests relate to providing project cost breakdowns).
- This may also include working with equipment Appraisers or conducting research to determine collateral values.
- Order and obtain environmental assessments on real estate collateral.
- Order Title Commitments and work closely with Title Companies and/or Borrowers to clear title exceptions.
- Order flood insurance determinations and review findings with the Loan Officer and/or Borrower.
- Request borrower credit reports.
- Pre and post loan closing:
- Prepare the Loan Worksheet for the Loan Officer's approval
- Assemble required loan documentation in advance of loan closings.
- Submit closed loan packages to the Loan Center.
- Follow up with borrowers to obtain post-closing items, if any.
- Reporting and Tickler items:
- Work with Bank clients to update evidence of insurance.
- Track matured and past due loans to assist the Loan Officer with renewing loans in a timely manner and minimizing loan delinquencies.
- Maintain the tickler files to assure financial statements, tax returns, debt schedules, UCC filings, and insurance policies are current.
- Review commercial account activity and assist the Loan Officer with clearing issues on a regular basis.
- Demonstrate effective and professional verbal and written communication skills. Correspond with Bank clients at the direction of Loan Officers or Bank Management.
- Set appointments for Loan Officers.
- Maintains the highest level of confidentiality with all information obtained.
- Actively participate in training programs to maintain and acquire additional job knowledge and skills.
- Promote the bank's products and services.
- Represent the Bank in a manner that maintains and expands positive relations with all customers, prospects and Bank colleagues.
- Perform as a team member in allocating and coordinating the work flow.
- Contribute to the fulfillment of department, company objectives, and goals.
- Comply with all Bank policies, procedures and regulations.
- Meet expectations for attendance and punctuality.
- Other duties as assigned.
- Develop familiarity with all applicable federal and state banking rules and regulations regarding lending.
- Adhere to all applicable Bank policies and procedures.
- Cooperate with banking Regulators and Auditors.
- Positive attitude and the ability to take direction and accept constructive feedback.
- Keep appropriate parties informed of project status, problems, issues, etc.
- Negotiate and attempt to resolve conflicts around projects or work assignments; communicate problems to the manager as needed.
- Preferred Skills/Experience
- Willingness to learn and a fundamental curiosity about loan documentation and portfolio management.
- Experience with bank loan and deposit systems preferred.
- Some accounting experience is preferred. Financial institution experience may be substituted.
- Demonstrated competency with Microsoft Office Suite.
- Detail oriented and analytical thinker.
- Strong organizational and problem solving skills.
- Ability to multitask in a dynamic environment.
- Effective verbal and written communication skills
- Ability to work independently, as well as part of a cohesive team.
- Ability to meet bonding requirements for employment purposes.
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Loan Assistant- Salem Branch - Capital Community Bank
Description
Capital Community BankNeighbor serving neighbor.
We believe that's the true spirit of community banking, where relationships matter and a partnership is formed to match your needs to our financial solutions.
We invite you to work with us and experience the value of a partner that has you and our community in mind.
As a community-focused financial institution, Capital Community Bank (CCBank) reflects the positive nature of its native Utah.We pride ourselves on providing a fun and friendly atmosphere, where employees are encouraged to come together as a team.
Our bank is progressive with new technology and on-the-job training, retaining current employees and continually adding new positions. CCBank offers a thriving culture and competitive employee perks.PRIMARY JOB PURPOSE:
Loan Assistants act in a supporting role to one or more Loan Officers.
Incumbents in this position perform various support duties pertinent to meeting the needs of the Bank's customers and assisting their assigned Loan Officers with procuring new loan and deposit opportunities.
MAJOR AND ESSENTIAL JOB RESPONSIBILITIES:
Interpersonal/Team Skills Cultivate and maintain a professional image and rapport with customers, the public, co-workers, Regulators, Auditors, Bank Management and Directors.
MINIMUM JOB REQUIREMENTS:
We do not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law.
All employment is decided on the basis of qualifications, merit, and business need.
