Loan Specialist I
Astyra Corporation, Richmond, VA, United States
Loan Specialist I
Onsite - Local to Richmond, VA, only please
Hours: Monday – Friday 8 AM – 6:00 PM
Description
Interview members in person or by telephone to assist them in preparing loan applications.
Obtains personal and financial information.
Answers questions and advises members on loan options, repayment schedules, interest rates, collateral requirements, and other loan details.
Gathers and organizes required supporting documents for loan closings.
Verifies and examines documents for accuracy and completeness.
Refers the loan to Loan Offices for review and approval.
Contact members concerning acceptance or rejection of loan applications.
Set up appointments for loan closings.
Disburses loan funds.
Files loan documents with appropriate agencies.
Identifies opportunities to cross-sell new or additional services or products to members.
Enters and maintains accurate loan information on the computer operating system and prepares required reports for management.
Performs other job-related duties as assigned.
Skills/Knowledge/Experience
Ability to collect, compile, and analyze information and data.
Proficient in operating computerized and standard office equipment.
Proficient in the use of word processing, spreadsheet, and graphics software.
Understanding of company policies and procedures.
Some clerical/administrative experience.
Understanding of SAP.
Education
High School or GED preferred
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Hours: Monday – Friday 8 AM – 6:00 PM
Description
Interview members in person or by telephone to assist them in preparing loan applications.
Obtains personal and financial information.
Answers questions and advises members on loan options, repayment schedules, interest rates, collateral requirements, and other loan details.
Gathers and organizes required supporting documents for loan closings.
Verifies and examines documents for accuracy and completeness.
Refers the loan to Loan Offices for review and approval.
Contact members concerning acceptance or rejection of loan applications.
Set up appointments for loan closings.
Disburses loan funds.
Files loan documents with appropriate agencies.
Identifies opportunities to cross-sell new or additional services or products to members.
Enters and maintains accurate loan information on the computer operating system and prepares required reports for management.
Performs other job-related duties as assigned.
Skills/Knowledge/Experience
Ability to collect, compile, and analyze information and data.
Proficient in operating computerized and standard office equipment.
Proficient in the use of word processing, spreadsheet, and graphics software.
Understanding of company policies and procedures.
Some clerical/administrative experience.
Understanding of SAP.
Education
High School or GED preferred
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