Loan Assistant Supervisor I or II, Cherry Creek jobs in United States
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ANB Bank ยท 1 day ago

Loan Assistant Supervisor I or II, Cherry Creek

ANB Bank is a community bank with a commitment to excellence and community support. The Loan Assistant Supervisor is responsible for supervising Loan Assistants, ensuring compliance with bank procedures, and providing support in loan processing and customer service.

Financial ServicesInsuranceVenture Capital

Responsibilities

Assists Relationship Managers with loan applications through the entire loan process
Supervises Loan Assistants within the assigned region. Responsible for hiring, training, development, performance evaluation and disciplinary counseling of this staff
Ensures Loan Assistants are informed of changes in applicable bank procedures, regulations, laws and policies that impact them, and implement necessary training
Communicates with Loan Operations to help prevent potential errors or inefficiencies
Provides direction in preparing loan requests and reviews required loan documents with close attention to detail
Requests and coordinates loan document preparation
Orders documentation, such as title policies, flood certificates, lien searches, appraisals, insurance, payoffs, participation certificates, etc. Alerts Lenders to any concerns necessary to ensure security position
Books and activates closed loans on bank systems
Creates and maintains loan files for completeness. Audits loan files, maintains tickler-tracking system to ensure materiality and accurate financial information for necessary supporting documentation is in the file. Requests updated information for expiring documentation
Performs funds transfers between accounts, draws, wires, loan advances, loan payments, etc
Processes loan payoffs and prepares appropriate collateral releases
Follow bank procedures
Performs required department audits
Ensures the security interest for all loans is filed/recorded within the required timeframe
Encourages staff to consistently communicate with Relationship Managers and Loan Operations
May perform testing of loan processes to ensure compliance and accuracy
Provides general customer service as required
Actively participates in and plans various, regional, branch, and departmental leadership meetings
Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the position
Maintains communication with the Bank's legal and compliance teams
Exceeds quality of service as defined by department and company standards
Maintains confidentiality as defined by department and company standards
Supports the company's Mission, Vision, and Values
Other duties as assigned

Qualification

Loan processingSupervisionCustomer serviceBanking regulationsCommunicationDetail-oriented

Required

Minimum 4 Weeks of Paid Time Off (PTO)
11 Paid Holidays
Medical, Dental, and Vision Insurance
Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts
Company provided Life, AD&D, and Disability Insurance with supplementation options
401(k) plan with discretionary company match and profit sharing
Discretionary annual bonus and employee referral incentives
Employee Assistance Program (EAP)
Tuition Reimbursement Program
Spanish Communication Assistant Program Incentive
Responsible for the supervision of Loan Assistants who provide support to Lenders of the assigned department in loan preparation, processing, closing and maintenance; customer interface with regard to loan processing, closing and general customer service; support for the Loan Operations Department within the capacity of Loan Operations; performing daily operations duties as well as monthly reconciliation of accounts; and customer interface with regard to loan operations and general customer service
Assists Relationship Managers with loan applications through the entire loan process
Supervises Loan Assistants within the assigned region. Responsible for hiring, training, development, performance evaluation and disciplinary counseling of this staff
Ensures Loan Assistants are informed of changes in applicable bank procedures, regulations, laws and policies that impact them, and implement necessary training
Communicates with Loan Operations to help prevent potential errors or inefficiencies
Provides direction in preparing loan requests and reviews required loan documents with close attention to detail
Requests and coordinates loan document preparation
Orders documentation, such as title policies, flood certificates, lien searches, appraisals, insurance, payoffs, participation certificates, etc. Alerts Lenders to any concerns necessary to ensure security position
Books and activates closed loans on bank systems
Creates and maintains loan files for completeness. Audits loan files, maintains tickler-tracking system to ensure materiality and accurate financial information for necessary supporting documentation is in the file. Requests updated information for expiring documentation
Performs funds transfers between accounts, draws, wires, loan advances, loan payments, etc
Processes loan payoffs and prepares appropriate collateral releases
Follow bank procedures
Performs required department audits
Ensures the security interest for all loans is filed/recorded within the required timeframe
Encourages staff to consistently communicate with Relationship Managers and Loan Operations
May perform testing of loan processes to ensure compliance and accuracy
Provides general customer service as required
Actively participates in and plans various, regional, branch, and departmental leadership meetings
Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements, as well as knowledge and consistent compliance with other banking regulations and Bank policies and procedures related to the position
Maintains communication with the Bank's legal and compliance teams
Exceeds quality of service as defined by department and company standards
Maintains confidentiality as defined by department and company standards
Supports the company's Mission, Vision, and Values
Other duties as assigned

Benefits

Minimum 4 Weeks of Paid Time Off (PTO)
11 Paid Holidays
Medical, Dental, and Vision Insurance
Health Savings (HSA), Flexible Spending (FSA), and dependent care spending accounts
Company provided Life, AD&D, and Disability Insurance with supplementation options
401(k) plan with discretionary company match and profit sharing
Discretionary annual bonus and employee referral incentives
Employee Assistance Program (EAP)
Tuition Reimbursement Program
Spanish Communication Assistant Program Incentive

Company

ANB Bank

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ANB Bank is a bank that offers loan, banking, and investment management services.

Funding

Current Stage
Late Stage

Leadership Team

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Jeff Patterson
Chief Operating Officer
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Frankie Cole
Chief Credit Operations Officer
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Company data provided by crunchbase