Community Loan Assistant I jobs in United States
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First United Bank · 21 hours ago

Community Loan Assistant I

First United Bank is seeking a Community Loan Assistant I to provide exceptional service to bank customers by assisting with consumer and real estate loans. The role involves explaining and selling bank products, supporting loan officers, and ensuring accurate loan documentation.

BankingFinancial ServicesInsuranceLending

Responsibilities

Explains, promotes, and sells bank products and services as appropriate based on individual customer needs
Supports First United’s strong relationship banking culture through on-going customer contact, exceptional customer service, and superior product knowledge
Provides administrative support to the loan officer including closing and booking loans, preparing loan worksheets, collecting and ordering necessary documents such as flood certificates, title work, and appraisals
Assists customers in filling out loan and/or credit applications. Updates loan information in computer
Ensures that loan files contain documents with proper signature, dates, and other relevant data
Assembles and verifies accuracy of loan documentation by checking documents for proper vesting, legal descriptions, closing dates, and signatures
Prepares and closes deferrals. Provides assistance to the loan officer with exception reports
Answers telephone inquires and written inquires concerning loan processing and account information. Accepts loan payments
Prepares and mails past due letters and collection letters
Provides NADA values for customers
Performs variety of clerical duties requiring knowledge of departmental procedures
Handles customer complaints and escalates issues to supervisor as needed
Maintains cleanliness in and around work station
Recommends to supervisor possible methods to improve department
Completes all required compliance exams on a yearly basis
Adherence to all First United Policies and Procedures
Dresses professionally
Other duties as assigned by supervisor

Qualification

LoansCustomer service skillsProficient computer skillsBasic mathematical skillsProblem-solving skillsOrganizational skillsInterpersonal skillsCommunication skills

Required

High school diploma or GED required
Basic mathematical skills
Proficient computer skills
Strong understanding of loans and loan products
Exceptional customer service skills
Good problem-solving and decision making skills
Demonstrates good judgment
Strong organizational skills
Strong interpersonal skills and ability to work well with a wide range of people
Ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication
Ability to use e-mail, phone, and other communication tools are necessary
Willingness to accept additional responsibilities
Dependable and adheres to time lines and schedules
Takes initiative in development and completion of projects

Preferred

Prior banking experience preferred

Company

First United Bank

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First United Bank is a banking company that specializes in the fields of personal banking, loans, and business loans.

Funding

Current Stage
Late Stage
Total Funding
$80.45M
2022-02-01Series Unknown· $80.45M

Leadership Team

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Tadd D. Tobkin
EVP - Chief Technology Officer
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Company data provided by crunchbase