Full-Time Loan Support/New Accounts
Summary
| Title: | Full-Time Loan Support/New Accounts |
|---|---|
| ID: | 1228 |
| Job Location : | Meridian, MS |
Description
Full-Time Loan Support/ New Accounts Representative
801 22nd Avenue
Meridian, MS
801 22nd Avenue
Meridian, MS
BENEFITS INCLUDE
*Starting pay $15.00 PH ($31,200) to $17.00 PH ($35,360)
*84% employee medical paid
*51% employee dental paid
See more of what we offer on the Bank's website, firststatebnk.com.
Qualifications - ONLY THOSE WHO MEET MINIMUM QUALIFICATIONS WILL BE CONSIDERED FOR EMPLOYMENT.
* Knowledge of Horizon would be ideal;
* Essential skills moderate computer skills including a working knowledge of Word and Excel and math and reasoning abilities;
* Necessary skills include organizational, multi-tasking, prioritization, initiative, communications (verbal, written and interpersonal), the ability to work independently according to Bank policy and procedures,
the ability to meet deadlines, to offer assistance to others in a helpful manner and the ability to focus on a task in an open environment with the expectation of interruptions.
*Learned skills will be knowledge of Bank products and services to evaluate customer needs and assist with questions.
Primary Objective - To take care of the customer's banking needs with concern and knowledge of Bank products and services according to practice and procedure in a team-oriented environment.
A Loan Support/New Accounts Representative has a dual role in supporting a lender and customers throughout the lending process from start to finish and assisting customers with their new account (checking, savings, CD, IRAs) needs. The successful person embraces the challenges of the many responsibilities and performs them with confidence. Loan support serves as the liaison between the lender and customer and instills confidence in the Bank by being informed of the process and completing the many required documents correctly. The most successful loan support person is or becomes knowledgeable of the process to the level that they can handle the loan from start to finish with minimal oversight. The New Accounts role requires knowledge of the Bank's products and services to discern the customer's needs and provide efficient service.
Primary Responsibilities – To prepare or complete loan applications, renewal agreements and transaction tickets; assist or be responsible for clearing exceptions in compliance with regulatory guidelines; correspond with insurance companies to verify coverage; process credit reports and prepare adverse action notices; proof documents and verify all information before the loan is forwarded to Loan Operations or is closed; accept loan payments, transfer funds; responsible for customer and other correspondence and communications; assist customers by phone or in person with loan, new account, IRA and CD needs or by directing customers to the department that can best assist them; daily scan paperwork into the system; order checks, take debit card applications, perform account maintenance, and to speak knowledgeably about Online Banking, Bill Pay and Mobile Banking. New Accounts responsibilities include assisting customers with their new account (checking, savings, CDs, IRAs) needs by following established procedures, clearing exceptions (i.e. errors made during the opening process) in compliance with regulatory guidelines, ordering checks, creating debit cards, scanning paperwork, answering phones and assisting co-workers as needed.
Expectations are to perform all job duties and other responsibilities as assigned and to follow all safety rules and regulations.
Regular attendance according to the work schedule is necessary and essential as is receiving detailed information verbally, in person and by telephone. Extensive reading and computer use is expected the majority of the time.
EEO - Race/Sex/Vets/Disabled
This opening is closed and is no longer accepting applications
