Loan Assistant I
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
Recommended Jobs
Director, Destination Development (Based in Alaska)
Journey with us! Combine your career goals and sense of adventure by joining our incredible team of employees at Royal Caribbean Group . We are proud to offer a competitive compensation and benefit…
Gerente general - Huntsville Area
Job Description Job Description Descripciones de Puestos La misión de Wingstop es llevar sabor al mundo. Wingstop es el destino ideal cuando se te antojan alitas frescas y auténticas, papas frita…
RN OB PRN 7p
Join Vaughan Regional Medical Center in Selma, AL, a 175-bed, Joint Commission–accredited community hospital that serves as a critical healthcare hub in the region. Vaughan delivers a full comp…
Part Time Customer Service
From Aisle to Algorithm and for All Life’s Moments, at David’s Bridal, we empower our customers and our employees to stay true to their dreams and find the one, whether that means the event or the wed…
ISSM/Cybersecurity Engineer
Job Description Job Description This is a full-time, onsite position located in Huntsville, AL. At Strata-G, we know it takes talented and dedicated people to deliver solutions for a greater c…
Professional Chauffeur
Job Description Job Description Job Summary The Professional Chauffeur for Cadillac XTS and CT6 or other sedan vehicles is responsible for providing premium transportation services to business…
Service Champion
As a Service Champion, you will be responsible for: Serving each guest courteously, quickly and efficiently with a sincere, positive, pleasant and enthusiastic attitude Filling orders Operat…
Mechanical and Aerospace Engineering Intern
Job Description Job Description Company Overview Griffon Aerospace is a trusted aerospace solutions provider based in Madison, Alabama, specializing in the design, development, and operation o…
Travel Nurse RN - Emergency Room (ER) / Trauma - $2,600 to $2,760 per week in Tuscaloosa, AL
Registered Nurse (RN) | Emergency Room (ER) / Trauma Location: Tuscaloosa, AL Agency: Compunnel Healthcare Pay: $2,600 to $2,760 per week Shift Information: Days - 4 days x 12 hour…
Oxygen Delivery Technician
Job Description Job Description Essential Duties and Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this p…