SouthEast Bank · 16 hours ago
Student Loan Advisor
Knoxville, TN
Full-time
Onsite
Mid Level
3+ years expSouthEast Bank is seeking a Student Loan Advisor II to provide personalized service to clients as their dedicated point of contact. The role involves communicating with clients about their loan applications, presenting loan options, and ensuring accurate documentation throughout the lending process.
BankingFinancial Services
Responsibilities
Communicate with a pipeline of clients at various stages of application via phone, email, and/or text to gather documentation required to make appropriate lending decisions
Present loan options to clients, explain credit decisions, and help them determine the best structure to refinance their student loan debt
Monitor applications to ensure that file is up-to-date and accurate
Work with underwriting to resolve discrepancies in documentation and seek clarification from clients
Maintain accurate records of correspondence or discussions with clients
Assist senior team members with sales and service administration tasks
Actively participate and communicate in team-based work groups
Qualification
Required
BA/BS Degree in Business or related field and 3-4 years' experience in loan processing, underwriting, or bank lending preferred, or associate degree in a business/accounting concentration with 5-6 years' experience in loan processing, underwriting, or bank lending
Self-motivated and able to work independently applying analytical skills required to manage an assigned pipeline of clients
Demonstrated Leadership skills
Ability to provide clear and concise feedback
Preferred
Experience with Salesforce and loan origination platforms preferred
Company
SouthEast Bank
SouthEast Bank is a locally owned bank operational in Tennessee.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Barbara Thomas
Chief Operating Officer
Jimmy Dalton
Chief Credit Officer
Recent News
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