Executive Loan Assistant Jobs

Summary: Full-Time Executive Loan Assistant - 40 hours/week

Availability: Monday – Friday 8:00am – 5:00pm - Springfield

Essential Job Functions

• Demonstrate Legacy Bank and Trust corporate values in all situations and interactions.

• Review and produce renewal and modifications to existing credits.

• Generate new loan documents in our loan documentation software and review any attorney prepared documentation.

• Assist loan officer in all aspects of lending.

• Accept Payments.

• Communicate with title companies in the ordering of title searches and insurance.

• Order appraisals, when necessary, on real estate transactions.

• Handle insurance and other third parties related to lending transaction.

• Have a solid understanding of all bank products. (Loan and Deposit)

• Load new and renewed loans onto our core operating system.

• All other loan operations and processing duties as assigned.

• Complete all required training as well as ABA assigned courses.

• Help coordinate participations and wires for all bought and sold loans

• Assist with compliance of all affordable housing and new market tax credit loans

• Sit on closing calls and follow development loans through completion and stabilization

Knowledge, Skills, Abilities, Competencies

• Confidentiality

• Excellent verbal skills

• The ability to handle multiple functions at the same time

• Quick independent decision-making skills

• Positive attitude and highly motivated

• Microsoft Word, Excel, and Outlook experience

Education and Experience

• Previous loan assisting experience preferred

• Previous banking experience preferred

The statements herein are intended to describe the general nature and level of work being performed but are not to be seen as a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment and are subject to change at the discretion of the employer. Legacy Bank and Trust is an equal opportunity employer.

Benefits

• 401(k)

• 401(k) matching

• Dental insurance

• Flexible spending account

• Health insurance

• Life insurance

• Paid time off

• Vision insurance

Physical setting

• Office

Schedule

• Monday to Friday