Community Loan Assistant I

Community Loan Assistant IThis position is responsible for providing exceptional service to bank customers by assisting with loans for consumer and real estate as well as utilizing knowledge of the various accounts and products offered by the bank.Major duties and responsibilities include explaining, promoting, and selling bank products and services based on individual customer needs; supporting First United's strong relationship banking culture through on-going customer contact, exceptional customer service, and superior product knowledge; providing administrative support to the loan officer including closing and booking loans, preparing loan worksheets, collecting and ordering necessary documents such as flood certificates, title work, and appraisals; assisting customers in filling out loan and/or credit applications; updating loan information in computer; ensuring that loan files contain documents with proper signature, dates, and other relevant data; assembling and verifying accuracy of loan documentation by checking documents for proper vesting, legal descriptions, closing dates, and signatures; preparing and closing deferrals; providing assistance to the loan officer with exception reports; answering telephone inquires and written inquires concerning loan processing and account information; accepting loan payments; preparing and mailing past due letters and collection letters; providing NADA values for customers; performing variety of clerical duties requiring knowledge of departmental procedures; handling customer complaints and escalating issues to supervisor as needed; maintaining cleanliness in and around work station; recommending to supervisor possible methods to improve department; completing all required compliance exams on a yearly basis; adherence to all First United Policies and Procedures; dressing professionally; and other duties as assigned by supervisor.Employee specifications include a high school diploma or GED, prior banking experience preferred, basic mathematical skills, proficient computer skills, strong understanding of loans and loan products, exceptional customer service skills, good problem-solving and decision making skills, good judgment, strong organizational skills, strong interpersonal skills and ability to work well with a wide range of people, ability to communicate well with customers by all means of communication including written, verbal, and non-verbal communication, ability to use e-mail, phone, and other communication tools are necessary, willingness to accept additional responsibilities, dependability, and adherence to time lines and schedules.