Commercial Loan Assistant

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

Availability: Monday – Friday 8:00am – 5:00pm - Springfield, MO (Flexibility required)

Essential Job Functions

• Demonstrate Legacy Bank and Trust Corporate values in all situations and interactions.
• Generate new loan documents in our loan documentation software and review any attorney prepared documentation.
• Review and produce renewal and modifications to existing credits.
• 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

Physical Requirements

Onsite Position

• Seeing: Must be able to see well enough to see computer screen and read documents. (75-100% of work time spent on activity)
• Hearing: Must be able to hear well enough to communicate with customers, vendors, and employees. (75-100% of work time spent on activity)
• Sitting: Must be able to sit for long periods of time. (50-74% of work time spent on activity)
• Standing/Walking: Must be able to move about office. (25-49% of work time spent on activity)
• Climbing/Stooping/Kneeling: Must be able to stoop or kneel to pick up paper products or materials. (0-25% of work time spent on activity)
• Lifting/Pulling/Pushing: Must be able to lift up to 10 pounds. (0-24% of work time spent on activity)
• Grasping/Feeling: Must be able to write, type and use technical equipment. (75-100% of work time spent on activity)

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

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.