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TITLE: Loan Assistant

REPORTS TO:
Executive Vice President

SUPERVISES:
N/A

BASIC FUNCTION:
Support person to Executive Vice President. Performs various support duties necessary to meeting the needs of bank customers and bank management.

ESSENTIAL DUTIES:
  • Prepare, fund, and maintain all loan account documentation pertinent to real estate, commercial and consumer type loans.
  • Ensure accuracy of all loan account information & loan documentation including customer file documentation.
  • Maintain accuracy in regards to loan documentation compliance.
  • Review with Executive Vice President all loan account activity, as well as other related issues on a scheduled basis. Maintain credit exceptions on a daily basis.
  • Attend scheduled training sessions within the organization.
  • Answer phone calls for Executive Vice President and bank’s main line.
  • Maintain appointments for Executive Vice President and assist he/she as needed.
  • Maintain correspondence on behalf of the Executive Vice President.
  • Perform other bank duties as assigned.

KNOWLEDGE, SKILLS AND ABILITIES:

  • Internal and External customer relations skills and Good Attitude are essential.
  • Verbal and written communication skills, including excellent business writing, editing and proofreading skills.
  • Skilled in using Microsoft Office, related software and accounting/billing processes.
  • Effective and responsive telephone etiquette.
  • Good organizational skills and Must be able to multi-task.
  • Basic and intermediate math skills and Attention to detail.

TRAINING AND EXPERIENCE:

  • High School diploma or GED.
  • Previous loan assistant experience preferred.
  • Experienced in Real Estate documentation, especially with respect to the construction of homes & overall commercial purchases.

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Please email your resume’ to leeann@fnbweatherford.com or fax to 817-598-4901 attention Lee Ann Neal

 
 
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