Loan Operations Assistant, Charles City

Essential duties and responsibilities:

  • Perform various duties accurately and efficiently.  Duties may include one or more of the following:
    • Ordering and obtaining required documentation, document preparation, processing and imaging new loans.
    • Complete the processing, maintenance, tracking and reporting insurance policies required on collateral.
    • Completing various reports, reconciliations and loan maintenance.
    • Perform quality control of various loan documents and/or loan maintenance.
    • Handling duties related to escrow accounts.
  • Back-up other Loan Operations personnel as assigned maintaining a working knowledge to be able to assist during absences.
  • Perform additional duties as they become assigned or apparent
  • Participate in business development by making referrals on all bank services.
  • Participate in bank-sponsored events as outlined in financial institution’s “Community Events Program”.

Desired knowledge, skills, & abilities: 

  • Ability to provide excellent customer service.
  • Possess high ethical standards and maintain the strictest confidentiality.
  • Excellent verbal and written communication skills.
  • Strong work ethic.
  • Ability to work in a fast-paced environment.
  • Ability to work independently and as part of a team.
  • Ability to quickly learn and effectively utilize new technology.
  • Ability to work under pressure, while properly prioritizing multiple assignments.
  • Proficient in basic computer skills using Microsoft Office products  


Education: High school diploma or equivalent

Experience: Two years bank experience in loan documentation and procedures preferred. 

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Join our team today and enjoy exciting opportunities for growth and career development at First Security.

Employment Application

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