Loan Assistant ( Coeur D'Alene, Idaho)

Loan Documentation Specialist

Prepare documentation sheet checking off all items as they are received to ensure files are completed in a timely manner. Correspond with various institutions and vendors to obtain information needed such as title commitments, UCC pre-searches and filings, environmental reports, appraisals, flood and tax service; must review for accuracy. Order and review loan documents to ensure accuracy of documents including but not limited to : rate, term, proper vesting, legal descriptions, dates, signatures, etc. Maintain a tickler system to follow-up on covenants for the department as required by the various loan agreements. Work with Title Company to ensure our lien is recorded timely and accurately, and the final title commitment is received. Assist as needed with pending items / documentation from customers, institutions and vendors. Track and follow up on maintenance of files including but not limited to : rate and payment changes, automatic payment, online banking, insurance, UCC renewals, financial statements and tax returns, corporate verification of status, inspections, etc. Follow up and assist Loan Servicing on maintenance of files and needed documentation. Actively participates in Bank related and community volunteer events. Assists the Relationship Managers with marketing and workflow as needed. Monitor loans serviced through loan servicing to ensure that required changes are made and are accurate; work as liaison with other departments. Refer likely candidates for the Bank products and services to the appropriate person for follow up and close of sale. Provide clerical assistance as needed, answering telephones, taking messages, etc. Assist customers and branch personnel with questions or problems concerning loans. Maintain and balance holdover accounts, balance budget, and upload accounts payable for the department as assigned. Help department on marketing as needed. Help complete and maintain reports, forms, and files for adverse action to ensure compliance. Ensures documents are within the lending policies and procedures of the bank. Prepare monthly Production Report for the department. Compile Maturing Loans Report and Past Due Report monthly. Maintain service level expectations as defined by the bank. Performs related duties as assigned. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Skills : Banking customer service, Loans, accounting, Financial statements, Tax returns

Top Skills Details : Banking customer service, Loans, accounting, Financial statements, Tax returns

Additional Skills & Qualifications : High school diploma or equivalent. 3 years of clerical experience in a banking environment. Fundamental understanding of banking, accounting, legal or related experience. Ability to multi-task and handle complex tasks efficiently. Strong written and verbal communication skills to maintain quality customer service. Strong organizational skills with attention to detail. Excellent customer service experience. Proficiency with Microsoft applications (Word, Excel, Outlook) and other basic office equipment.

Experience Level : Intermediate Level

Job Type & Location : This is a Contract to Hire position based out of Coeur d'Alene, ID.

Pay and Benefits : The pay range for this position is $22.00 - $25.00 / hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following : Medical, dental & vision; Critical Illness, Accident, and Hospital; 401(k) Retirement Plan Pre-tax and Roth post-tax contributions available; Life Insurance (Voluntary Life & AD&D for the employee and dependents); Short and long-term disability; Health Spending Account (HSA); Transportation benefits; Employee Assistance Program; Time Off / Leave (PTO, Vacation or Sick Leave).

Workplace Type : This is a fully onsite position in Coeur d'Alene, ID.

Application Deadline : This position is anticipated to close on Dec 5, 2025.

About Aston Carter : Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com for other accommodation options.