What are the responsibilities and job description for the Loan Processing Support position at Charlevoix State Bank?
Primary Purpose of Job
Support loan origination, maintenance and secure the banks interest. More specific job duties are listed further down. Must follow bank policies and procedures and abide by all compliance regulatory requirements.
Job Duties:
- Ongoing training upon request of the Manager for specialized bank products and services.
- Responsible for ensuring loan files are complete and accurate.
- Scanning loan documents
- Customer service
- Support Lenders in document preparation
- Data entry requiring accuracy
- Insurance tracking
- Maintain loan files from beginning to end
- Maintain a courteous and professional relationship with co-workers while maintaining timely and prompt daily attendance.
- Includes specific tasks related to real estate mortgage, commercial and consumer loans.
Required Experience & Skills:
- Establishing Focus
- Fostering Teamwork
- Oral Communication
- Written Communication
- Customer Orientation
- Ability to handle various tasks simultaneously
- Organizational
- Diagnostic Information Gathering
- Analytical Thinking
- Initiative
- Thoroughness
- Decisiveness
- Self Confidence
- Work Well Under Pressure
- Personal Credibility
- Flexibility
- Forward Thinking
- Conceptual Thinking
- Entrepreneurial Orientation
- Fostering Innovation
- Stress Management
- Building Collaborative Relationships
- Attention to Communication
- Interpersonal Awareness
- Technical Expertise
- Persuasive Communication
Education & Experience:
- Knowledge of bank systems and processes preferred.
- Microsoft Office & report writing.
- Finance or Business Degree
- Customer Service
- Credit Analysis
