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The Fidelity Bank is Hiring a Business Loan Assistant Near Wake Forest, NC
Principal Accountabilities Time: Description: 20% Accurately and efficiently enter customer and loan information into the Banks loan documentation system. Ensure loans submitted are documented properly and the files contain all required information and documents.
20% Assist with loan closing process: loan packaging, closing, and post-closing duties.
15% Follow up on any document exceptions. Keep document exceptions to a minimum.
10% Assist with past due collections efforts.
15% Assist with loan processing items. Order property title searches and appraisals when appropriate. Order and review flood determinations. Request and review required income verifications. Submit appropriate and accurate attorney instruction letters and loan commitment letters.
10% Help with the preparation of new loan requests including data input, gathering financial information from customers and reviewing analysis for accuracy.
10% Help with the preparation of loan renewals and modifications as well as portfolio management.
Basic QualificationsHigh school diploma or GED with 3 years banking experience or an equivalent combination of education and experience.
Additional Qualifications
- Strong MS Word, Excel and detail oriented.
- Moderate analytical ability required to: Review customer information against established credit criteria, perform basic mathematical calculations, research and respond to customer inquiries promptly and accurately.
- Must have the ability to effectively communicate.
- Strong and demonstrated verbal, written, and listening skills are required.
- Professional telephone skills and manners.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.
They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
Affirmative Action/Equal Opportunity Employer
Job Summary
Full Time
$37k-47k (estimate)
06/22/2024
07/13/2024
The job skills required for Business Loan Assistant include Analysis, Listening, etc. Having related job skills and expertise will give you an advantage when applying to be a Business Loan Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Business Loan Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Business Loan Assistant positions, which can be used as a reference in future career path planning. As a Business Loan Assistant, it can be promoted into senior positions as a Consumer Loan Collector III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Business Loan Assistant. You can explore the career advancement for a Business Loan Assistant below and select your interested title to get hiring information.
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