Loan Processor/New Accounts Rep - McClelland

Smbonline; Joplin (MO); On-site; USD 36,000 - 48,000; Full time

Job summary

Southwest Missouri Bank is seeking a full-time Customer Service Specialist to provide excellent service while assisting lenders, title and insurance partners and customers with deposits and loan inquiries. You will support loan processing, documentation and compliance tasks, maintain knowledge of accounts and products, and look for cross-sell opportunities during daily calls and community activities.

Requires a high school diploma; prior loan processing or deposit account experience is

Qualifications

• High school diploma or equivalent required.
• Prior loan processing experience preferred or deposit account experience.

Responsibilities

• Handle customer needs and inquiries with accurate, confidential service.
• Provide administrative support to lenders in setup and servicing of loans.
• Support loan processing, documentation and compliance per bank policy and regulatory requirements.
• Maintain knowledge of accounts and products to advise customers.
• Identify opportunities to cross-sell bank products and services.
• Contribute to deposit growth through calls and community involvement.

Skills

Customer service

Communication

Detail oriented

MS Office

JHA products

Education

High school diploma

Tools

MS Office

JHA products

Job description

HOURS NEEDED: Full-time, 40 hours per week. Must be available between 8:00 a.m. - 5:30 p.m. Monday - Friday. Saturday rotation - 8:30 a.m. - Noon

JOB SUMMARY:

Provide excellent customer service in accordance with bank standards while working closely with customers, lenders, title and insurance companies and other related organizations. Support lenders in processing, documenting and compliance of consumer and commercial loans as well as assist customer with deposit account products and banking inquiries.

ESSENTIAL FUNCTIONS:

• Handle customer needs and inquiries by providing accurate, efficient and confidential customer service.
• Administrative support to the lenders in the setup and servicing of loans.
• Support lenders with the loan processing, documentation and compliance in accordance with bank policy and regulatory requirements.
• Possess and maintain an in-depth working knowledge of accounts and products to assist customers in ways to best suit their financial needs.
• Recognize opportunities to cross sell bank products and services to existing and prospective customers.
• Provide deposit growth through customer and prospective customers calls and involvement in bank activities and community events.
• Participate in available training to strengthen job knowledge.
• Demonstrate dependability and flexibility in performing duties.
• Fulfill business goals through participation in bank and community activities.

SKILL REQUIRMENTS:

• Excellent customer service skills and a positive attitude
• Professional and strong oral and written communication skills
• Detail oriented and ability to multi-task are essential
• Proficient in MS Office products and JHA products
• Ability to prioritize and follow-up as necessary

PHYSICAL REQUIREMENTS:

This position is largely sedentary; however it does require some degree of bending, standing, walking and twisting. The use of standard office equipment (computer, phone, copier, etc.) and ability to read and enter information onto a computer screen, and to assist customers over the phone is also required.

The physical requirements described above represent those that must be met by an individual to successfully perform the essentials functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE:

High school diploma or equivalent required. Prior loan processing experience preferred or deposit account experience, but not required.

OTHER DUTIES:

Please note this job description/posting is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time with or without notice.

AAP/EEO STATEMENT:

Southwest Missouri Bank is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, religion, color, national origin, sex, age, disability, status as a protected veteran, or any other characteristic protected by applicable federal, state and local laws.