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Universal Banker/Loan Assistant

Company: InBank
Location: Colorado Springs
Posted on: June 19, 2022

Job Description:

As both a Universal Banker and Loan Assistant, you will accurately complete financial transactions for customers, which includes opening accounts, handling teller transactions, informing customers of other products and services, and solving customer questions and concerns. You will be responsible for supporting assigned lenders and bankers in all phases of processing and servicing loans by providing administrative and operational support. Ensure excellent customer experience through onboarding, ongoing service, referrals. Maintain current knowledge and follow all bank financial and security regulations and procedures. Responsible for business development and existing client growth goals.


1. Assist clients with day-to-day customer service requests including more complex issues and interactions regarding customer inquiries, new accounts, and ongoing relationship needs for both depository and lending clients.
2. Works directly with lenders, credit approvers, and loan operations to ensure loan documents are prepared in accordance with credit approval, loan documentation standards, and regulatory and policy requirements. Submits the final loan package to loan operations for funding and boarding.
3. Assists in the prompt communication and coordination of closing with all parties involved, including vendors and merchants.
4. Prepares and fund all advance requests including construction loan advances, line of credit advances and term loan advances. Maintains construction loan records, including constructions draws, floor plans and letters of credit.
5. Assists Loan Officer with past due reports/notices and with extension of maturing loans. Actively monitors the exception/tickler reposts for required and past due documentation.
6. Monitors post-closing documentation submissions for lender and collect necessary documents for loan file; responsible for filing the necessary collateral documentation to ensure that Inbank is secured as approved.
7. Open consumer new accounts with supporting products and services including online banking, mobile banking, and debit cards.
8. Open business accounts and support Treasury Management products and services implementation.
9. Process loan payments and prepares and fund all advance requests including construction loan advances, line of credit advances and term loan advances.
10. Work directly with lenders, credit approvers, and loan operations to ensure loan documents are prepared in accordance with credit approval, loan documentation standards, and regulatory requirements.
11. Review executed loan packages for accuracy and to ensure compliance with regulatory and policy requirements. Submits the final loan package to loan operations for funding and boarding.
12. Other duties as assigned.

Education: High School Diploma or Equivalent
Work Experience: 1 + years' experience in sales, teller, new accounts or loan processing
Computer Skills: Proficient with Microsoft Office Suite, 10 key by touch is preferable
Other Requirements: Basic knowledge and understanding of state and federal lending laws; strong understanding of environmental and appraisal policies and procedures Detail-oriented; decision-making capabilities. Must be able to use fingers, hands, and wrists for repetitive tasks such as typing, using a mouse, handling paper, currency or coin, and operating a telephone. Must be able to open vault doors or lift/transfer items typical in an office environment. Working knowledge of standard banking products, services, and transactions, including deposit products and credit/debit cards.
Preferred Skills/Experience: Prior teller/sales experience. Strong attention to detail and accuracy; professional and courteous communication skills. Ability to cross-sell and/or refer bank products based on customers' needs. Strong oral, written customer service skills.

Compensation:
The applicant who is selected for this position will be eligible for the following compensation and benefits:
- Targeted pay range based on experience: $34,320-$40,560. This range is an estimate based on potential employee qualifications and other considerations permitted by law under the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules.
- Bonus Eligibility: Eligible to participate in the Company's Quarterly Bonus Plan subject to the terms of the plan.
- Benefits: Medical, Dental, Vision insurance. Disability insurance. Employee assistance program. Flexible spending account. Health savings account. Life insurance.
- Paid Time Off: Vacation and sick leave, as well as paid Bank Holidays.
- 401(k): Company match begins with the first contribution and follows the company vesting schedule.
- Other: access to career training and development opportunities, employee discounts.
- For more about InBank and our culture, visit us here:

InBank is an Equal Opportunity Employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, or any other characteristic protected by applicable federal, state, or local laws.PI180002677

Keywords: InBank, Colorado Springs , Universal Banker/Loan Assistant, Other , Colorado Springs, Colorado

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