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Loan Support I, II, III
Wenatchee, WA
Job Description
Cashmere Valley Bank
Loan Support I, II, III
Job Status: Full Time
Reports To: Credit Operations Supervisor
Amount of Travel Required: Occasional
Positions Supervised: None
Location: Wenatchee, WA
Department: Loan Administration
FLSA Status: Non-Exempt
Grade/Level: $21.00 - $29.14
Work Schedule:
Available to work Monday through Friday from 8:00 am to
5:00 pm with overtime as necessary.
POSITION SUMMARY
Responsible for loan document preparation, data entry and loan funding for all branches. Provide additional support to branch Loan
CSR's. Performs back-up duties for the Credit Operations Supervisor during their absence.
ESSENTIAL FUNCTIONS
Reasonable Accommodations Statement
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each
essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to
perform the essential functions.
Essential Functions Statement(s)
* Prepare all preliminary loan application disclosures to meet regulatory compliance requirements. Prepare all loan documents in
accordance with all consumer compliance and banking regulations as well as the bank's internal procedures.
* Review loan document request form for completeness of required information and proper lending authority limits.
* Review loan documents for accuracy before final printing at branch. Perform data entry for all new loans as well as file
maintenance as required for all existing loans.
* Perform required loan and general ledger reconciliations on a monthly basis. Review daily computer reports for accuracy of
data input.
* Provide additional support to Loan CSR's for assistance and problem resolution with loans.
* Disburse loan funds subject to compliance regulations and internal procedures.
* Ability to travel and provide the necessary Loan CSR coverage at the Bank's various branches at management's discretion.
* Develop knowledge of data entry for new loans and a clear understanding of the banks computer software for the lending
program.
* Learn and retain consumer compliance regulations.
* Adhere to all policies, procedures and regulatory compliance requirements for Cashmere Valley Bank.
* Regular, in person attendance is essential.
* Model and uphold the Mission Statement of Cashmere Valley Bank.
* Other duties as assigned. Job descriptions and duties may be modified if deemed necessary by management.
POSITION QUALIFICATIONS
Competency Statement(s)
* Accountability - Ability to accept responsibility and account for his/her actions.
* Accuracy - Ability to perform work accurately and thoroughly.
* Communication, Oral - Ability to communicate effectively with others using the spoken word.
* Communication, Written - Ability to communicate in writing clearly and concisely.
* Confidentiality - Keep all customer financial information strictly confidential.
* Customer Service - Ability to demonstrate continuous quality customer service to internal and external customers.
* Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
* Initiative - Ability to make decisions or take actions to solve a problem or reach a goal.
* Multi-task - Ability to prioritize, manage and perform multiple tasks as warranted.
* Professionalism - Practice a high degree of professionalism with a positive attitude.
* Relationship Building - Ability to effectively build relationships with customers and co-workers.
* Reliability - The trait of being dependable and trustworthy.
* Team Player - Contribute to an overall team effort by being an effective team player.
* Time Management - Ability to utilize the available time to organize and complete work within given deadlines.
* Training - Successful completion of all in-house and off-site training as required.
SKILLS & ABILITIES
Education: High School Graduate or General Education Degree (GED): Required
Experience: None
Computer Skills: Computer skills with knowledge in Word and Excel.
Certifications &
Licenses:
Other Requirements: Must have sufficient problem solving skills and math proficiency to learn and retain loan
calculations.
PHYSICAL DEMANDS
N (Not Applicable) Activity is not applicable to this position.
O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs/day)
F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)
C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs/day)
Physical Demands Lift/Carry
Stand O
Walk O
Sit F
Manually Manipulate F
Reach Outward F
Reach Above Shoulder O
Climb O
Crawl O
Squat or Kneel O
Bend O
Grasp F
Speak F
10 lbs or less O
11-20 lbs O
21-50 lbs O
51-100 lbs N
Over 100 lbs N
Push/Pull
12 lbs or less O
13-25 lbs O
26-40 lbs N
41-100 lbs N
Other Physical Requirements
* Vision (Near, Distance)
WORK ENVIRONMENT
Cashmere Valley Bank's work environment is generally considered low risk in environmental conditions such as extreme noise,
heat, cold or atmospheric exposures. The possibility for personal injury is low.
Prepared by: HR Department
Employee Signature:
Date: 5/17/2023
Date:
Supervisor/ Manager
Signature: Date:
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide
guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list
of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks
for the employee to perform, as the company may deem appropriate.
Loan Support I, II, III
Job Status: Full Time
Reports To: Credit Operations Supervisor
Amount of Travel Required: Occasional
Positions Supervised: None
Location: Wenatchee, WA
Department: Loan Administration
FLSA Status: Non-Exempt
Grade/Level: $21.00 - $29.14
Work Schedule:
Available to work Monday through Friday from 8:00 am to
5:00 pm with overtime as necessary.
POSITION SUMMARY
Responsible for loan document preparation, data entry and loan funding for all branches. Provide additional support to branch Loan
CSR's. Performs back-up duties for the Credit Operations Supervisor during their absence.
ESSENTIAL FUNCTIONS
Reasonable Accommodations Statement
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each
essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to
perform the essential functions.
Essential Functions Statement(s)
* Prepare all preliminary loan application disclosures to meet regulatory compliance requirements. Prepare all loan documents in
accordance with all consumer compliance and banking regulations as well as the bank's internal procedures.
* Review loan document request form for completeness of required information and proper lending authority limits.
* Review loan documents for accuracy before final printing at branch. Perform data entry for all new loans as well as file
maintenance as required for all existing loans.
* Perform required loan and general ledger reconciliations on a monthly basis. Review daily computer reports for accuracy of
data input.
* Provide additional support to Loan CSR's for assistance and problem resolution with loans.
* Disburse loan funds subject to compliance regulations and internal procedures.
* Ability to travel and provide the necessary Loan CSR coverage at the Bank's various branches at management's discretion.
* Develop knowledge of data entry for new loans and a clear understanding of the banks computer software for the lending
program.
* Learn and retain consumer compliance regulations.
* Adhere to all policies, procedures and regulatory compliance requirements for Cashmere Valley Bank.
* Regular, in person attendance is essential.
* Model and uphold the Mission Statement of Cashmere Valley Bank.
* Other duties as assigned. Job descriptions and duties may be modified if deemed necessary by management.
POSITION QUALIFICATIONS
Competency Statement(s)
* Accountability - Ability to accept responsibility and account for his/her actions.
* Accuracy - Ability to perform work accurately and thoroughly.
* Communication, Oral - Ability to communicate effectively with others using the spoken word.
* Communication, Written - Ability to communicate in writing clearly and concisely.
* Confidentiality - Keep all customer financial information strictly confidential.
* Customer Service - Ability to demonstrate continuous quality customer service to internal and external customers.
* Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
* Initiative - Ability to make decisions or take actions to solve a problem or reach a goal.
* Multi-task - Ability to prioritize, manage and perform multiple tasks as warranted.
* Professionalism - Practice a high degree of professionalism with a positive attitude.
* Relationship Building - Ability to effectively build relationships with customers and co-workers.
* Reliability - The trait of being dependable and trustworthy.
* Team Player - Contribute to an overall team effort by being an effective team player.
* Time Management - Ability to utilize the available time to organize and complete work within given deadlines.
* Training - Successful completion of all in-house and off-site training as required.
SKILLS & ABILITIES
Education: High School Graduate or General Education Degree (GED): Required
Experience: None
Computer Skills: Computer skills with knowledge in Word and Excel.
Certifications &
Licenses:
Other Requirements: Must have sufficient problem solving skills and math proficiency to learn and retain loan
calculations.
PHYSICAL DEMANDS
N (Not Applicable) Activity is not applicable to this position.
O (Occasionally) Position requires this activity up to 33% of the time (0 - 2.5+ hrs/day)
F (Frequently) Position requires this activity from 33% - 66% of the time (2.5 - 5.5+ hrs/day)
C (Constantly) Position requires this activity more than 66% of the time (5.5+ hrs/day)
Physical Demands Lift/Carry
Stand O
Walk O
Sit F
Manually Manipulate F
Reach Outward F
Reach Above Shoulder O
Climb O
Crawl O
Squat or Kneel O
Bend O
Grasp F
Speak F
10 lbs or less O
11-20 lbs O
21-50 lbs O
51-100 lbs N
Over 100 lbs N
Push/Pull
12 lbs or less O
13-25 lbs O
26-40 lbs N
41-100 lbs N
Other Physical Requirements
* Vision (Near, Distance)
WORK ENVIRONMENT
Cashmere Valley Bank's work environment is generally considered low risk in environmental conditions such as extreme noise,
heat, cold or atmospheric exposures. The possibility for personal injury is low.
Prepared by: HR Department
Employee Signature:
Date: 5/17/2023
Date:
Supervisor/ Manager
Signature: Date:
The company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide
guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list
of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
This document does not represent a contract of employment, and the company reserves the right to change this job description and/or assign tasks
for the employee to perform, as the company may deem appropriate.
Job Summary
Company
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
High School or Equivalent
Required Experience
Open
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