Senior Lending Assistant (Full Time) - Harvard

POSITION PURPOSE

Under limited supervision will provide administrative support by performing varied duties. Candidate will also assist with handling customer requests for service in accordance with establishment guidelines and policies.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Participates with and assists with loans
• Coordinates with various companies on loans
• Provides administrative and operational support within the Lending function; assists in handling loans
• Operates with no credit authority
• Obtains financial data and provides customer service on approved lines of credit, equipment, financing

loans, etc.

• Will follow up and communicate consistently with clients, and provides other customer service as required
• Coordinates the daily workflow in and out of the area to ensure that current loans are in complete

conformity with terms

• Establishes and maintains appropriate files and records for loan documents
• Provide information necessary for loan preparation
• May organize and schedule loan closings
• Provide customer service for Depository and Treasury services
• Gather credit and loan information from customers to complete request for loan transactions
• Coordinate loan packages and documentation for customer’s signature
• Examine loan terms, interest rates and funded within established time frames
• Assures the accurate, efficient, and timely processing of activities in these areas through proper planning

and scheduling

• Develops and prepares reports and records relating to loans as required
• Drafts necessary documents and agreements
• Provides customers with routine platform services, such as approving checks for cashing or handling

customer problems.

• Will handle marketing initiatives
• All other duties as required by the job

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills.

Other duties may be added, or this job description amended at any time.

SUPERVISORY RESPONSIBILITIES :

This role has no supervisory duties.

QUALIFICATIONS

Education / Certification : High School Diploma or GED

Required Knowledge : A minimum of five years Administrative Loan Assistant experience

with heavy emphasis in related lending area is required

Experience Required : Specialized lending experience for the related area within the Lending department a plus

Proficient in Microsoft Word, Excel, and PowerPoint

Skills / Abilities : Excellent organizational skills

Ability to multi-task

Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

Ability to make appropriate judgments and decisions with limited guidance

Excellent planning and organizational skills

Ability to work independently on projects of high complexity with minimal supervision

Strong public speaking and presentation skills

Excellent written and verbal communications skills

Ability to maintain confidentiality and instill trust within the organization

Monday - Friday : 8 : 00AM - 5 : 00PM40 hours a week