Loan Assistant I

Bankfirst Financial Services; The Cotton District (MS); On-site; USD 32,000 - 42,000; Full time

Job summary

BankFirst Financial Services in Starkville, MS is seeking a Loan Assistant I to support loan applications from intake to closing. You will verify documents, gather financial data, and assist applicants with the loan process, while delivering friendly service.

This full-time role requires attention to detail, good computer skills, and the ability to multi-task in a fast-paced banking environment. You will contribute to cross-selling opportunities and ensure compliance paperwork is complete.

Qualifications

• Must have good computer skills.
• Should be detail oriented.
• Job requires focus while multi-tasking.
• Must have good communication skills, written and verbal.

Responsibilities

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

Skills

Good computer skills

Detail oriented

Strong communication skills

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Loan Assistant I

Full-time Regular Support Starkville, MS, US

5 days ago Requisition ID: 1699

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. 1. Interview loan applicants in order to obtain personal and financial data, and to assist in completing applications.
2. 2. Verify and examine information and accuracy of loan application and closing documents.
3. 3. Order title certificates through legal services, and appraisals of properties.
4. 4. Assemble and compile documents for loan closings, such as title abstracts, insurance forms, and tax receipts.
5. 5. Complete transactions necessary to fund the loan.
6. 6. File compliance documents when required.
7. 7. Record applications for loan and credit, loan information, and disbursements of funds.
8. 8. Answer questions and advise customers regarding loans and transactions.
9. 9. Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
10. 10. Identify customers’ needs and propose the appropriate products and/or services.
11. 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