Loan Assistant jobs in United States
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Community Bank · 4 hours ago

Loan Assistant

Community Bank is looking for a Loan Assistant who will interface with customers and support Loan Officers. The role involves completing loan documents, closing loans, and providing customer service while adhering to bank policies and regulations.

BankingCommunitiesFinanceFinancial ServicesLeisure

Responsibilities

Provide services which include completion of loan request data sheets
Closing loans with customers and disbursing funds
Explaining bank products and services
Solving customer problems
Answering other customer requests
Communicate effectively with the customer
Report to the designated Branch Officer

Qualification

Customer service skillsBanking industry experienceTeam playerEffective communicationProblem solving

Required

Graduation from high school or equivalent GED required
Thorough knowledge of all bank products and services
Fully understand and adhere to all federal and state laws and the policies of the Bank
Ability to communicate effectively with the customer
Pleasant customer service attitude
Willingness to be a team player

Preferred

Some college or post graduate technical training preferred
A minimum of two year's work experience in an area requiring customer service skills OR a minimum of one year's work experience in the banking industry is preferred
Education may be substituted for experience

Company

Community Bank

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One of the South’s fastest-growing financial institutions did not originate in a large, metropolitan area or grow with the usual bank business plan.

Funding

Current Stage
Late Stage

Leadership Team

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Tammy Phillips
Chief Administration Officer
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Company data provided by crunchbase