Loan Assistant Supervisor

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The Position

Job Title

Loan Assistant Supervisor

Job Description

Summary

The Loan Assistant Supervisor position provides support to the company’s bankers by servicing, maintaining and updating loan documentation and loan files along with day to day supervision of a team of loan assistants. The position requires substantial interaction with new and current bank customers, both internal and external. This position also requires excellent customer service skills along with proactive communication abilities. Associates in this position are expected to manage a team of loan assistants and their day to day activities as well as providing loan support to the appropriate banker or team of bankers.

Major Duties and Responsibilities (Essential Functions)

• Manages a team of loan assistants in the Community Bank to ensure their successful achievement of all loan assistant competencies as listed below. This includes assisting with hiring, onboarding, coaching, performance issues, time keeping, disciplinary actions, and terminations.
• Facilitates on-boarding of new loan assistants, including completion of new-hire electronic paperwork, initiation of technology/log-in set-up, and providing training opportunities.
• Attends periodic HR training and counsels direct reports regarding HR policies and procedures, including clocking in and out, vacation time, and dress code; reports major employee issues to the HR department
• Significant understanding of loan documentation, credit policy and banking regulation to enable a constant review to ensure the assistant is up to speed on any changes with company credit policy and company compliance.
• Coordinate the preparation of required loan documentation; review documentation for compliance with documentation requirements; coordinate the execution of loan documents; organize workflow for loan renewal; follow up with clients, insurance agents, Title Company and/ or attorney for missing loan documentation as necessary.
• Effective file maintenance to resolve exceptions or any other documentation deficiencies along with actively managing outstanding exception items for compliance with Credit Policy.
• Work closely with the assigned banker to assist in collecting financial data and client phone/email communication to better manage the overall client relationship. Other client related services include wires, NSF accounts and overdrafts. Should contain a significant ability to interpret complex financial statements and their analyses with ability to translate al