Loan Assistant I

BankFirst Financial Services; Mississippi; On-site; USD 32,000 - 42,000; Full time

Job summary

BankFirst Financial Services in Mississippi is seeking a Loan Assistant to support the loan application process from intake to closing. You will gather information, verify documents, and coordinate with title agents, appraisers, and customers to ensure smooth closings.

The role requires attention to detail, strong communication, and a customer-service orientation, with the ability to multi-task in a fast-paced banking environment. Proficiency with basic computer software is expected.

Qualifications

• Must have good computer skills.
• Detail oriented and able to multi-task.
• Strong written and verbal communication skills.

Responsibilities

• Interview loan applicants to obtain personal and financial data and assist in completing applications.
• Verify accuracy of loan applications and closing documents.
• Order title certificates through legal services and arrange appraisals.
• Assemble documents for loan closings (title abstracts, insurance forms, tax receipts).
• Complete transactions necessary to fund the loan.
• File required compliance documents.

Skills

Computer skills

Attention to detail

Multi-tasking

Communication skills

Verbal communication

Written communication

Organizational skills

Customer service

Job description

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 oriente

BankFirst is an EO employer- M/F/Veteran/Disability