Loan Assistant - First Financial Corporation - Terre Haute, IN

Serves as loan assistant to the direct loan department, process loan applications, communicate loan decisions to applicants, request supporting documentation, produce loan documentation, payoffs and loan advances.

Typical Job Entry Requirements

(To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required.)

• High school diploma or equivalent.

• Strong mathematical aptitude.

• Prior banking experience with a good understanding of bank products and service, loan experience helpful.

• Solid knowledge of word processing and spreadsheet software programs.

Primary Activities

(Essential duties and responsibilities include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

• Track pending items for various loan types.

• Produce loan closing documents.

• Process loan applications.

• Interview consumer applicants and input information into loan software program.

• Answers telephone and assists customers.

• Prepare loan documents for loan processing.

• Filing as needed.

Competency/Skill Level

(The behaviors, knowledge, and motivations important to success in the job.)

• Written and Oral Communication skills

• Initiative

• Customer Service Orientation

• Problem Assessment and Solving skills

• Detail Oriented

• Organizational skills

• Must be self motivated and a team player

• Must be able to work under pressure in a fast paced environment

Key Behaviors

• Provides Proper Telephone Etiquette to Internal/External Customers

• Services Internal/External Customer Requests/Inquiries

• Reviews Required Documentation for Accuracy and Completeness

• Personal Development as Established with Manager

Bank Secrecy Act

• Maintain sufficient knowledge and understanding of the Bank Secrecy Act, Anti-Money Laundering/Anti-Terrorist Financing/PATRIOT Act and OFAC regulations

• To be able to fulfill applicable requirements and responsibilities under the bank’s related policies and programs.

Critical Job Elements

(Essential duties and responsibilities include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)

• Generally good working environment with little exposure to extreme temperatures or other adverse factors.

• Limited physical effort required.

• Above average physical effort of hand and eye coordination, and dexterity of hand and fingers to work efficiently and accurately.

• Above average mental effort consisting of complexity of decision making, concentration and memory.

• Above average verbal and written communication skills.