Loan Assistant

Community Bank; Birmingham (AL); Presencial; USD 32.000 - 48.000; Jornada completa

Descripción de la vacante

Community Bank is seeking a Loan Assistant to interface with customers and support Loan Officers in processing loan requests and closing loans. You will help disburse funds, explain products, and resolve issues while upholding bank policies and a cooperative team approach.

The role requires a high school diploma, with some college preferred, and at least two years in customer service or one year in banking. Education may substitute for experience.

Formación

• High school diploma required; some college or post graduate technical training preferred.
• Two years of customer service experience or one year in banking is preferred. Education may be substituted for experience.

Responsabilidades

• Interface with current and potential Bank customers.
• Work closely with Loan Officers and other Bank employees.
• Provide services including completion of loan request data sheets and closing loans with customers.
• Disburse funds, explain bank products and services, and resolve customer problems.
• Answer customer requests and maintain compliance with bank policies.

Conocimientos

Customer service

Communication

Teamwork

Educación

High school diploma

Some college

Descripción del empleo

General Job Responsibilities

Community Bank Loan Assistants have direct interface with current and potential Bank customers and work closely with the Loan Officers and other Bank employees. They provide services which include completion of loan request data sheets, closing loans with customers and disbursing funds, explaining bank products and services, solving customer problems, and answering other customer requests. The Loan Assistant must possess a thorough knowledge of all bank products and services, fully understand and adhere to all federal and state laws and the policies of the Bank, and be able to communicate effectively with the customer, at times during a difficult situation. A pleasant customer service attitude is essential as well as willingness to be a team player. Loan Assistants report to the designated Branch Officer.

Education And Experience

Education Graduation from high school or equivalent GED required, some college or post graduate technical training preferred. Experience A minimum of two year’s work experience in an area requiring customer service skills OR a minimum of one year’s work experience in the banking industry is preferred. Education may be substituted for experience.