Job Description

JOB SUMMARY

The Loan Officer Assistant is an intermediate-level position within the Sales department.  The Loan Officer Assistant performs the administration of the day-to-day operations of the department to which they are assigned.  The Loan Officer Assistant works under general direction of their assigned Loan Officer and is fully responsible for managing administrative functions.

SUMMARY OF ROLE AND RESPONSIBILITIES

• Performs broad range of administrative details, including clerical (i.e., copying, faxing, mailing, filing, etc.), of highly confidential nature on a regular basis, requiring initiative and judgment to make independent decisions for which probable errors may have moderate effect on costs
• Prepares variety of highly confidential, specialized, and recurrent reports (i.e., financial data, summaries on proposed acquisitions, credit reports etc.)
• Calls perspective customers to gauge interest in working with Michigan Mutual and directs interested customers to a Licensed Loan Officer
• Screens telephone calls and provides information to callers as well as taking accurate messages
• Contacts perspective clients to gauge interest level
• Performs customers service functions by answering basic requests and delegating to the proper departments
• Other special projects as assigned

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES

• Advanced knowledge in Microsoft Word, Excel, Outlook, and PowerPoint
• Evidence of the practice of high level of confidentiality
• Ability to communicate effectively with all levels

PREFERRED EDUCATION, KNOWLEDGE, SKILLS AND ABILITIES

• One + years previous experience in a similar role

WORK ENVIRONMENT

Work is performed within an office environment, with standard office equipment available.