Lending Assistant

Job Details

Description

Summary Provide outstanding customer service to customers and co-workers and assist Loan Officers by pre-qualifying and screening loan customers and assisting with loan applications.

Essential Duties and Responsibilities include the following:
Provide outstanding customer service to customers and co-workers;

Facilitate loan application process by interfacing with customer in taking complete applications;

Request documentation from borrowers;

Discuss products in the absence of Loan Officer;

Field inquiry call for and review with Loan Officer;

Act as liaison between Loan Officer and loan processing, if applicable;

Coordinate loan closings;

Coordinate loan funding;

Review complex files;

Identify potential problems with credit tracking exceptions and compile documentation required to clear them;

Answer phones, as needed;

Assist customer with wire transfers and loan advances as needed; and

Other work related duties, as assigned.

Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Computer skills should include typing 60 wpm, 10-key by touch and working knowledge of office equipment;

Must have Word processing, spreadsheet and general computer knowledge;

Must have strong organizational, interpersonal communications, public relations and outstanding customer service skills;

Must be able to balance multiple tasks simultaneously and handle frequent interruptions; and

Must be able to pass credit and background screening process.

Education and/or Experience

High School education or general education degree (GED);

Minimum of two years banking, lending and teamwork experience preferred.; and

Bilingual, preferred but not required.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information.