Loan Assistant I

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    "requisitionDescription": "<div><p><br></p><p id=\"isPasted\"><strong>BASIC PURPOSE OF POSITION:</strong></p><p>Frontline employees with considerable customer contact. &nbsp; Loan Assistants work closely with the loan applicants to gather information and aide in the application process. &nbsp; Loan Assistants review loan papers to ensure completeness and complete the necessary transactions to close the loan as well as compliance documents. &nbsp;Participates in the sales culture of the institution. &nbsp; Expected to make referrals and cross-sell products/services appropriate to the customers&rsquo; needs. &nbsp;&nbsp;</p><p id=\"isPasted\"><strong>DUTIES OF POSITION:</strong></p><p>1. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications.</p><p>2. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Verify and examine information and accuracy of loan application and closing documents.</p><p>3. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Order title certificates through legal services, and appraisals of properties.</p><p>4. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Assemble and compile documents for loan closings, such as title abstracts, insurance forms, and tax receipts.</p><p>5. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Complete transactions necessary to fund the loan.</p><p>6. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;File compliance documents when required. &nbsp;</p><p>7. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Record applications for loan and credit, loan information, and disbursements of funds.</p><p>8. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Answer questions and advise customers regarding loans and transactions.</p><p>9. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.</p><p>10. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Identify customers&rsquo; needs and propose the appropriate products and/or services.</p><p>11. &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;Close the sale of products/services or refer customers to appropriate bank personnel to meet their financial needs.</p><table border=\"1\" cellspacing=\"0\" cellpadding=\"0\" id=\"isPasted\"><tbody><tr><td valign=\"top\" style=\"width: 100%;\"><p><strong>EDUCATION/ EXPERIENCE/ SKILLS:</strong></p><p>Must have good computer skills. &nbsp;Should be detail oriented. &nbsp;Job requires focus while multi-tasking. &nbsp;Must have good communication skills, written and verbal. &nbsp; &nbsp; Should be organized and efficient. &nbsp; &nbsp; Should be customer service oriented. &nbsp; &nbsp;</p></td></tr></tbody></table><p><br></p><p>BankFirst is an EO employer- M/F/Veteran/Disability/</p></div>\n",
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