CB Vault Loan Assistant

Provo-Downtown
Posted 4 days ago

CB VAULT PART TIME – LOAN ASSISTANT

MONDAY-FRIDAY, APPROXIMATELY 20 HOURS PER WEEK

(Some flexibility available)

 

About US:

CB Vault is the entrepreneurship division of Central Bank servicing emerging high growth businesses that have moved beyond the idea stage and are prepared to scale. We specialize in helping post-revenue pre-profit companies access needed capital through commercial lending, SBA financing, as well as venture debt. We also focus on providing the necessary guidance to help these businesses grow responsibly.

 

Opportunity: We are looking for a motivated, detail-oriented individual to join the CB Vault team as a Part-Time Loan Assistant. If you are energized by meaningful work, enjoy building relationships, helping people solve problems, and you want to support those creating tomorrow’s businesses please apply, we would love to chat with you. This role plays a crucial daily part in supporting CB Vaults overall mission to serve Utah’s entrepreneurs.

 

What We’re Looking For

  • Customer Service experience preferred
  • Basic Financial Literacy and ability to read financial statements
  • Strong computer skills with Microsoft office suite
  • Self-motivated with the ability to work independently
  • Highly organized and detail-oriented

What You’ll Do

  • Serve as liaison between loan officers, internal departments, and customers
  • Attend entrepreneurship networking events
  • Process draws, filings, and paid accounts on closed loans
  • Manage loan files
  • Handle all loan related processes
  • Pull credit reports and process customer payments
  • Verify loan packets are complete and accurate before submission
  • Work with customers to gather complete loan application packets
  • Assist with preparation of loan presentations

 

Wage is negotiable based on experience and skill set. Benefits include paid time off, paid legal holidays, 401K/Profit sharing, and a Flexible Spending Account (FSA).

 

 

 

 

For Internal Transfers:

Jake Mchargue will be interviewing for this position.

Interested employees should complete an interview request form (available on TED) and return it to Rusty Reid.

Apply For This Job

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