Job Information
Liberty National Bank Loan Assistant in Blanchard, Oklahoma
This job was posted by https://okjobmatch.com : For more information, please see: https://okjobmatch.com/jobs/3227524
Overview
To provide sales and service to enhance the relationship with customers. Provides support to the lenders, enabling them to focus on business development and credit underwriting.
Responsibilities
- Sales and service support to loan officers portfolios. This includes visiting/meeting with customers as needed to assist with opening new accounts, closing loans, gathering necessary information, etc. Also responsible for customer follow-up, research, loan advances and pay downs, payment issues, wires and any and all servicing needs.
- Provides timely, accurate, professional, and confidential administrative sales and service support. Composes and edits correspondence from word processing documents, verbal direction, written documents and files as requested.
- Ensures that all steps are taken to maintain complete and accurate file information.
- Responsible for contacting customers directly in a tactful and professional manner to clear documentation exceptions, obtain additional information as needed, and assist with collecting delinquent loans.
- Meets required deadlines for service expectations to customers, standards for expediting loans to Loan Admin, and providing various reports to loan officers according to established schedules. These include but are not limited to: past due and maturity reports, exception reports, etc.
- Maintains customer profiles and identifies opportunities to offer additional products and services to meet their financial needs.
- Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
- Other duties as assigned.