Loan Applications Specialist

Bankfirst Financial Services; Laurel (MS); On-site; USD 36,000 - 48,000; Full time

Job summary

BankFirst Financial Services is seeking a Loan Assistant I in Laurel, MS. The role involves frontline customer contact, gathering information, and aiding the loan application process to ensure completeness and close loans in a compliant manner.

The position requires good computer skills, attention to detail, and effective communication. Candidates should be organized, able to multi-task, and comfortable with cross-selling bank products and services to meet customer needs.

Qualifications

• 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.

Responsibilities

• Interview loan applicants to obtain personal and financial data and assist in completing applications.
• Verify and examine information and accuracy of loan application and closing documents.
• Order title certificates through legal services and appraisals of properties.
• Assemble and compile documents for loan closings, such as title abstracts, insurance forms, and tax receipts.
• Complete transactions necessary to fund the loan.
• File compliance documents when required.
• Record applications for loan and credit, loan information, and disbursements of funds.
• Answer questions and advise customers regarding loans and transactions.
• Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
• Identify customers’ needs and propose the appropriate products and/or services.
• Close the sale of products/services or refer customers to appropriate bank personnel to meet their financial needs.

Skills

Computer skills

Detail oriented

Multi-tasking

Written and verbal communication

Organized and efficient

Customer service

Job description

BankFirst Financial Services is seeking a Loan Assistant I in Laurel, MS. The role involves frontline customer contact, gathering information, and aiding the loan application process to ensure completeness and close loans in a compliant manner.

The position requires good computer skills, attention to detail, and effective communication. Candidates should be organized, able to multi-task, and comfortable with cross-selling bank products and services to meet customer needs.