Branch Lending & Operations Representative
CEN, Amarillo, TX, United States
Branch Lending & Operations Representative
The Branch Lending and Operations Representative is responsible for processing a wide range of financial transactions for customers, selling negotiable instruments, cross-selling Bank products and suggesting possible services, answering questions, and handling all preparations for customers to begin receiving services. This position assists loan officers by performing administrative duties involving the processing of business and consumer loans. Essential duties and responsibilities include opening new accounts, preparing new loan requests, processing draw requests, tracking and monitoring of all required documentation, closing and funding loans, providing assistance in clearing collateral, resolving customer concerns, providing ancillary services, responding to customer inquiries, supporting the attainment of branch goals, managing telephone inquiries, and maintaining a positive, friendly, and professional attitude. Qualifications include knowledge of a specialized field, ability to read and understand documents, ability to calculate figures and amounts, ability to define problems, and intermediate software skills. Preferred experience includes previous loan or loan documentation experience, knowledge of consumer and commercial loan applications, good understanding of financial institution products and services, time management, excellent proof-reading skills, strong team player, and basic computer proficiency.
The Branch Lending and Operations Representative is responsible for processing a wide range of financial transactions for customers, selling negotiable instruments, cross-selling Bank products and suggesting possible services, answering questions, and handling all preparations for customers to begin receiving services. This position assists loan officers by performing administrative duties involving the processing of business and consumer loans. Essential duties and responsibilities include opening new accounts, preparing new loan requests, processing draw requests, tracking and monitoring of all required documentation, closing and funding loans, providing assistance in clearing collateral, resolving customer concerns, providing ancillary services, responding to customer inquiries, supporting the attainment of branch goals, managing telephone inquiries, and maintaining a positive, friendly, and professional attitude. Qualifications include knowledge of a specialized field, ability to read and understand documents, ability to calculate figures and amounts, ability to define problems, and intermediate software skills. Preferred experience includes previous loan or loan documentation experience, knowledge of consumer and commercial loan applications, good understanding of financial institution products and services, time management, excellent proof-reading skills, strong team player, and basic computer proficiency.