Branch Lending & Operations Representative

Branch Lending & Operations Representative

The Branch Lending and Operations Representative is responsible for processing a wide range of financial transactions for customers, selling negotiable instruments, cross-selling Bank products and suggesting possible services, answering questions, and handling all preparations for customers to begin receiving services. This position assists loan officers by performing administrative duties involving the processing of business and consumer loans.

Essential duties and responsibilities include opening new accounts, preparing loan requests, processing draw requests, providing assistance in clearing collateral, resolving customer concerns, and supporting the attainment of branch goals.

Qualifications include knowledge of specialized fields, communication skills, mathematical skills, critical thinking skills, and software skills required. Preferred experience includes previous loan or loan documentation experience, knowledge of consumer and commercial loan applications, and good understanding of financial institution products and services.