Loan Assistant I: Customer-Focused Loan Closings

BankFirst Financial Services; Columbus (MS); On-site; USD 32,000 - 42,000; Full time

Job summary

BankFirst Financial Services seeks a Loan Assistant to support the loan application process. You will interview applicants, collect personal and financial data, verify information, and assemble closing documents.

The role involves coordinating funding steps and ensuring compliance, with a focus on customer service and accuracy. The position requires strong communication, detail orientation, and the ability to multi-task in a fast-paced banking environment.

Qualifications

• Must have good computer skills.
• Should be detail oriented.
• 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 with applications.
• Verify and examine loan information and closing documents.
• Assemble documents for loan closings and fund loans.
• Identify customer needs and propose suitable bank products.
• Cross-sell products/services and refer customers to bank personnel.

Skills

Customer service

Communication skills

Detail oriented

Multi-tasking

Computer skills

Job description

BankFirst Financial Services seeks a Loan Assistant to support the loan application process. You will interview applicants, collect personal and financial data, verify information, and assemble closing documents.

The role involves coordinating funding steps and ensuring compliance, with a focus on customer service and accuracy. The position requires strong communication, detail orientation, and the ability to multi-task in a fast-paced banking environment.