Lending Relationship Specialist I - Tupelo

BankPlus; Jackson (MS); On-site; USD 38,000 - 56,000; Full time

Job summary

BankPlus in Jackson, MS seeks an organized Loan Processing Assistant to file, coordinate, and support the loan process from documentation through funding. You will liaise between loan officers and customers to ensure prompt closings and accurate information handling.

The role requires clerical experience, strong communication skills, and proficiency with Microsoft Office. Some after-hours work may be necessary to meet deadlines and service standards.

Qualifications

• Bachelor's degree preferred
• Six (6) months of related experience required
• Clerical and customer service experience required
• General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
• Excellent verbal and written communication skills
• Work outside of regular business hours, as deemed necessary

Responsibilities

• Filing, initiating correspondence, scheduling, and coordinating activities between loan officers and customers to ensure department efficiency.
• Prepare loan documents, assist with loan closings and funding, and review credit and collateral when needed.
• Assist loan officers with credit analysis, order credit bureau and Dun & Bradstreet reports, and obtain collateral/credit information from customers.
• Handle loan payoffs, unposted items, and ensure all lending documents are sent to loan administration.
• Maintain knowledge of bank products, compliance policies, and regulatory issues; complete required compliance training.
• Support community and civic projects and participate in the bank's rewards program.

Skills

Customer service

Communication

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft Office Suite

Job description

Responsible for filing, initiating correspondence, scheduling and coordinating the activities between the loan officer and the customer to ensure efficiency within the department. Also responsible for ensuring that loan processing and loan closings are conducted in a prompt manner, as well as selling bank products and services while providing quality service to all Bank customers.

Duties And Responsibilities

• Sell and cross-sell Bank products to new and established customers by assessing the customer's needs and being knowledgeable of the features and benefits of the products.

• Responsible for performing duties for department staff in an accurate and efficient manner such as, but not limited to: preparing documentation and correspondence, delivering mail within department, answering phones, scheduling appointments, preparing and maintaining desk files, coordinating activities between loan officers and loan customers.
• Prepare loan advances, renewals, extensions and amendments and assist Loan Officers with loan closings and funding.
• Review and resolve credit and collateral exceptions.
• Assist Loan Officer in compiling information for credit analysis, ordering credit bureau and Dun and Bradstreet reports.
• Obtain required information from prospective customers and/or existing customers for collateral and credit files. File Deeds of Trusts, Titles and UCC's.
• Resolve unposted loan items on a daily basis.
• Quote loan payoffs and initiate loan payoff letters as instructed.
• Send all lending documents to loan administration, ensuring that all exceptions are removed.
• Maintain a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including but not limited to: Bank Secrecy Act; Privacy Act; Fair Lending Act; Regulation E, etc. Complete required compliance training and adhere to the Bank's standard of conduct.
• Assist Loan Officers in community and civic projects.
• Perform other duties as requested.
• Participation in the bank's High-Performance Rewards Connections program.
• Make referrals to the Mortgage Center and Wealth Management.

Position Requirements

• Bachelor's Degree preferred
• Six (6) months of related experience required
• Clerical and customer service experience required
• General computer and typing experience with Microsoft Office Suite, to include Excel, Word, and Outlook
• Excellent verbal and written communication skills
• Work outside of regular business hours, as deemed necessary