Bank Loan Assistant

Description Robert Half is currently working with a client seeking a Bank Loan Assistant. As a Bank Loan Assistant, you will act as a liaison between front-facing loan officers and the underwriters who research and approve loans. The Bank Loan Assistant will be responsible to ensure the accuracy of loan applications, lending guidelines, and gather all essential documents related to each loan. Are you a detail-oriented loan processing professional? Then this is the position for you!What you get to do every day· Initiate the generation of loan documentation.· Begin credit request process and run credit reports on current or prospective borrowers as necessary.· Process commercial and real estate loan payments and advances on lines of credit.· Initiate and monitor escrow on amortized mortgage loans and work monthly expiring report· Conduct account research to update customers complete banking relationship and process all loan payments and advances.· Review loan approvals to ensure information is complete and follow up on missing data.· Prepare and send loan commitment.· Prepares documents for Small Business Administration (SBA) loans ensuring accuracy and completeness and compliance with federal regulations.· Prepares documents on participation loans for all Bank personnel· Set up and maintain credit and other files for documentation and compliance.· Work with insurance policies and related reports; contacts agents; works closely with customers to ensure proper insurance is received and maintained.· Monitors collateral addenda’s and other tickler system to ensure proper receipt of UCC, Deeds of Trust, and Title Policy filings and other documentation.· Assists loan officers to ensure proper related documentation is prepared and/or provided, closes paid loans and may terminate collateral when applicable, and corrects loan accounting system errors as necessary.· Assists loan officers with Loan Proposal Report (LPR) completion, call on past due customers and call on deposit accounts that have insufficient funds.Requirements · Customer service. Extremely responsive to internal and external customer requests; exceeding customers’ expectations.· Listening skills. Actively listens to customers and co-workers, anticipates customer needs and offer solutions.· Communication skills. Able to clearly present issues-both orally and written including grammar and letter writing skills.· Critical thinking skills. Able to use logic and reason to resolve issues quickly and efficiently.· Mathematical skills. Use basic math skills on a daily basis.· Reading comprehension skills. Able to understand work-related written documents.· Organization skills. Able to perform all duties in an orderly manner and with a high degree of accuracy.· Flexibility and adaptability. Able to prioritize, make on-the-spot decisions and work well under pressure when necessary.· Computer skills. Competence in Microsoft Excel spreadsheets, Word, Outlooks; Windows and other software applications are applicable.Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https:///www.roberthalf.com/us/en/terms) .