Loan Assistant
Company: Classic Bank N A
Location: Giddings
Posted on: April 7, 2026
|
|
|
Job Description:
Description General Summary Assists and supports day to day
activities of the loan officer. Processes and tracks loan documents
by performing the following duties: Essential Functions Writes up
worksheets, applications, loan agreements, inspections and HMDA
worksheets Handles courthouse/County Clerk filings; titles, etc.
Creates a temporary file and track documents for all real estate
loans Identifies and resolves problems in a timely manner Acts as
the communicator with our credit analyst (Michelle Harris in
Cameron) Processes written correspondence to customers and others
Reviews applications and perform debt to income calculations
Becomes familiar with and uses Connections Writes demand letters
Keeps the Excel spreadsheet postings Opens and processes
supervisor’s mail and answers phone calls Assists with keeping all
files in order, and imaged Becomes proficient in documentation
requirements as per loan type Prepares entries to be posted (GL
tickets, journal entries, online posting, and wire out forms)
AFT/ACH setup Reviews all loan packages for required documentation
and errors Works loan officer’s exception lists, assisting in
obtaining follow-up documentation as well as keeping the loan
officer apprised of outstanding items Coordinates and communicates
with Branch Manager to assist with rotations of opening, closing,
lunch periods, etc.; particularly at small branch locations Other
duties as assigned. Knowledge, Skills, and Abilities Knowledge of
the Internet, Microsoft Excel, Word, and Outlook Ability and
willingness to gain proficiency with the Core System, Imaging
System, and Connections Attention to detail Pursues training and
development opportunities Ability to deal with difficult or
emotional customer situations, respond promptly to customer needs,
and respond to requests for service and assistance Speaks clearly
in positive or negative situations. Listens and gets clarification.
Writes clearly and informatively, editing work for spelling and
grammar Treats everyone with respect and consideration regardless
of their status or position. Keeps commitments. Works with
integrity and ethically Supports Classic Bank’s goals and values
Adapts to changes in the work environment, dealing with frequent
change, delays, or unexpected events Follows instruction,
responding to the direction of management. Volunteers readily. Asks
for and offers help when needed Education and Experience High
School Diploma/GED Required Banking experience preferred Experience
with 10-key calculator Working Conditions Expresses or exchanges
ideas by means of the spoken and written word May be required to
stand or sit for long periods of time May occasionally lift up to
25 pounds Exposure to a potentially hazardous condition – robbery.
Receives detailed instructions and procedures to be followed to
minimize the risk Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions of
this job. NOTE: All statements reflect the general components
considered necessary to describe the principal functions of the
position as identified and shall not be considered as a detailed
description of all the requirements that may be inherent in the
position. Since it is difficult to identify all essential functions
of a position because of changes in the workplace, the facility
will review this Job Description periodically to ensure it is
accurate and up-to-date.
Keywords: Classic Bank N A, Pflugerville , Loan Assistant, Accounting, Auditing , Giddings, Texas
