ANB Bank→
Loan Assistant I or II at ANB Bank in Glenwood Springs, CO
Entry LevelOn-siteGlenwood Springs, CO$40k–$63k/yr
Skills
loan administrationmicrosoft wordmicrosoft excelmicrosoft outlookmicrosoft powerpointbank secrecy act (bsa) compliance
Job Description
Summary: ANB Bank is a community bank with a commitment to excellence and community prosperity. The Loan Assistant I or II will support lenders in loan preparation, processing, and customer service, ensuring compliance with banking regulations while delivering quality service.
Responsibilities:
- Prepares loan requests and reviews required loan documents with close attention to detail
- Requests and coordinates loan documentation preparation
- Orders documentation, such as title policies, flood certifications, lien search, appraisals, insurance, payoff, participation certificate, etc. Alert Lenders to any concerns necessary to ensure security position
- Books and activates closed loans on bank systems
- Creates and maintains loan files for completeness. Audit loan files, maintains tickler-tracking system to ensure materiality and accurate financial information for necessary supporting documentation is in the file. Requests updated information for expiring documentation
- Performs funds transfers between accounts, draws, wires, loan advances, process payments, etc
- Provides general customer service
- Delivers quality of service as defined by department standards
- Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the position
- Delivers quality of service as defined by department standards
- Maintains confidentiality as defined by department standards
- Supports the company's Mission, Vision, and Values
- Other duties as assigned
Required Qualifications:
- One year related Banking experience or an equivalent combination of education and experience for Loan Assistant I
- Minimum 2 years of loan assistant experience or an equivalent combination of education and experience for Loan Assistant II
- High School diploma or GED minimum is required
- Basic technical knowledge and understanding of loan administration functions for Loan Assistant I
- Strong technical expertise in loan administration functions for Loan Assistant II
- Proven ability to handle complex credits for Loan Assistant II
- Proven ability to identify gaps and find solutions for Loan Assistant II
- Advanced in higher level computer and technology skills for Loan Assistant II
- Proficient in basic computer and technology skills for Loan Assistant I
- To perform this successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
Preferred Qualifications:
- Experience with Microsoft Office Suite: Word, Excel, Outlook, and PowerPoint preferred
- This position may be eligible to receive an additional $1.00 per hour is approved for the Spanish Communication Assistant Program
Required Skills: Loan administration, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Bank Secrecy Act (BSA) compliance
Benefits: Minimum 4 Weeks of Paid Time Off (PTO), 11 Paid Holidays, Medical, Dental, and Vision Insurance, Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts, Company provided Life, AD&D, and Disability Insurance with supplementation options, 401(k) plan with discretionary company match and profit sharing, Discretionary annual bonus and employee referral incentives, Employee Assistance Program (EAP), Tuition Reimbursement Program, Spanish Communication Assistant Program Incentive
Benefits
Minimum 4 Weeks of Paid Time Off (PTO)
11 Paid Holidays
Medical, Dental, and Vision Insurance
Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts
Company provided Life, AD&D, and Disability Insurance with supplementation options
401(k) plan with discretionary company match and profit sharing
Discretionary annual bonus and employee referral incentives
Employee Assistance Program (EAP)
Tuition Reimbursement Program
Spanish Communication Assistant Program Incentive