Loan Assistant


Position Summary

 The Loan Assistant position is accountable for the performance of various loan administrative duties using knowledge of bank practices, policies, and organization as related to the assigned FRM’s area of responsibility. 

 The administrative assistant is primarily responsible for performing the following duties confidentially with considerable personal tact, integrity, judgment, and initiative.


Essential Duties and Responsibilities

  1. Type and prepare letters, memos, reports, etc. from oral or written instruction.  Answer telephone; take messages: Prepare replies to routine inquiries.  Establish and maintain files of reports, correspondence, etc. 
  2. Process loan applications by assisting in the preparation of the request in the bank’s loan origination software including creating the facility, pulling credit reports, uploading financial and collateral information, and any other assistance necessary.
  3. Lead the FRM’s loan renewal efforts by monitoring the future maturity list, contacting customers, and coordinating the renewal process with the FRM.
  4. Review Title opinions, UCC opinions, insurance, and other legal documents for accuracy and to address any exceptions/issues.
  5. Prepare loans for booking via the bank’s standard procedure.
  6. Assist in working past dues and loan exceptions such as financial, collateral, or covenant exceptions.
  7. Respond to customer inquiries and research customer problems/concerns.
  8. Adhere to BSA/AML policy and all other bank policies.
  9. Represent First Guaranty Bank in the community.
  10. Other duties and responsibilities as may be assigned by supervisor.


Minimum Qualifications (Education, Experience, Skills)

  • The position is required to work directly with the assigned FRM’s customers and assist in working with his/her respective division and any other departments this may involve. 
  • The position is required to have knowledge of customer service and the Commercial and Consumer Loan Departments.
  • The position requires an understanding of various loan documents and legal documents including promissory notes, business loan agreements, security agreements, pledges, assignments, title opinions, title policies, insurance (hazard and flood), ucc opinions, etc.
  • Experience of two years or more.


Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk and hear. The employee frequently is required to use hands or fingers, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl.

The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus.

The noise level in the work environment is usually moderate. 

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position.  Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments.

All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.  To perform this job successfully, the incumbents will possess the skills aptitudes and abilities to perform each duty proficiently.  Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others.  The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. 

This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

FIRST GUARANTY BANK is an EEO employer - M/F/Vets/Disabled
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