Job Description
Job Description
BASIC PURPOSE OF POSITION :
Frontline employees with considerable customer contact. Loan Assistants work closely with the loan applicants to gather information and aide in the application process.
Loan Assistants review loan papers to ensure completeness and complete the necessary transactions to close the loan as well as compliance documents.
Participates in the sales culture of the institution. Expected to make referrals and cross-sell products / services appropriate to the customers’ needs.
DUTIES OF POSITION :
1. Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications.
2. Verify and examine information and accuracy of loan application and closing documents.
3. Order title certificates through legal services, and appraisals of properties.
4. Assemble and compile documents for loan closings, such as title abstracts, insurance forms, and tax receipts.
5. Complete transactions necessary to fund the loan.
6. File compliance documents when required.
7. Record applications for loan and credit, loan information, and disbursements of funds.
8. Answer questions and advise customers regarding loans and transactions.
9. Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
10. Identify customers’ needs and propose the appropriate products and / or services.
11. Close the sale of products / services or refer customers to appropriate bank personnel to meet their financial needs.
EDUCATION / EXPERIENCE / SKILLS :
Must have good computer skills. Should be detail oriented. Job requires focus while multi-tasking. Must have good communication skills, written and verbal.
Should be organized and efficient. Should be customer service oriented.
BankFirst is an EO employer- M / F / Veteran / Disability / Sexual Orientation / Gender Identity.
Administrative Assistant - Risk Management
The Administrative Assistant will provide general administrative support to the Risk Management Department and staff. Position: Risk Management Administrative Assistant. Two (2) - four (4) years of Administrative Experience is Required. Administrative support for the Risk Management Department speci...
Administrative Assistant Ii
The incumbent is the primary or lead administrative support position in the department and performs duties as assigned, working independently, applying well-developed secretarial and office support knowledge, while exercising independent judgment and Administrative Assistant, Administrative, Assista...
Mortgage Loan Officer - Mississippi (hattiesburg, Jackson)
At Regions, the Mortgage Loan Officer directs origination of residential mortgage loans from a borrower through a branch network. Maintains contact with loan customer, communicating progress of loan and obtaining any required documentation. Prior Mortgage Loan Officer experience. Completes mortgage ...
Sr. Consumer Loan Specialist - Sales Customer Service
Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing. Consumer Loan Specialist, you will be a key team member in the branch. Your primary responsibility is to ensure a positive total customer experience while originating consumer...
Rn/ Nursing Administrative Assistant
This is a Administrative Assistant, Nursing, Administrative, Assistant, Healthcare. South Central Regional Medical Center is searching for a highly organized and detail-oriented Administrative Assistant to join our team. The ideal candidate will have a passion for helping others and a background in...
Administrative Assistant
As an Administrative Assistant you will perform a variety of administrative and clerical tasks. We are seeking an Administrative Assistant to provide support to our leadership team. Prior administrative experience is recommended but not required. Perform a variety of administrative duties. ...
Loan Originator
A minimum of 12 months loan originator experience required for loan originator; minimum of 5 years loan originator experience required for senior loan originator. May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s). Oversees the loan proc...
Administrative Assistant - French Speaking
Administrative Assistant - French Speaking. To provide administrative support including preparing correspondence and reports, filing, and other general office support activities. One (1) year of experience in general office administrative duties or equivalent combination of education and experience ...
Administrative Assistant
As an Administrative Assistant you will perform a variety of administrative and clerical tasks. We are seeking an Administrative Assistant to provide support to our leadership team. Prior administrative experience is recommended but not required. Perform a variety of administrative duties. ...
Administrative Support Assistant III
Common programs include medical and nursing fields, accounting, and business/administrative fields. The Mississippi State Personnel Board offers several management and administrative certification programs, as well as professional development courses to enhance employee value to the agency. ...