Loan Processor

About the position

The position involves managing loan customers' banking needs by assisting with loan transactions, loan documentation, and responding to customer inquiries with appropriate information, problem solving, and cross-selling. The role requires providing internal customer service by assisting other Loan Department staff and performing duties independently with limited supervision.

Responsibilities

• Provides high quality customer service by greeting customers, using customer names, asking appropriate questions to determine needs of customers, and responding to customer inquiries and scheduling appointments.
• Maintains accurate customer account information by filing/imaging documentation, composing correspondence and/or loan documents, inputs new account information and maintenance on database with accuracy and speed.
• Ensures accuracy of bank records by maintaining knowledge of both state and federal bank regulations and MBT Bank policies.
• Supports the effective lending operation by performing the opening and closing procedures, obtaining and distributing incoming/outgoing mail correspondence, and assisting with inquiries on loan information.
• Provides teamwork and support in all areas by assisting customers and employees that are not within normal job duties.
• Provides additional financial services to customers by responding to customer questions with referrals to MBT Investment Center, MBT Insurance Department, Universal Bankers, and other banking departments.

Requirements

• High School Diploma or equivalent.
• Two or more years of banking experience and/or working knowledge of business, office, or bank functions.
• Proficiency in the use of basic office equipment, 10-key calculator, keyboarding, Microsoft Office, web-based software, banking software, and overall computer navigation.