Loan Processor

KEY RESPONSIBILITIES

• Greet and assist customers in a professional, friendly, and welcoming manner.
• Process loan applications and assist customers with loan-related inquiries in accordance with company policies and procedures.
• Review customer information and documentation for accuracy and completeness.
• Explain loan products, terms, and application requirements clearly to customers.
• Deliver excellent customer service while building positive customer relationships.
• Maintain accurate customer records and handle confidential information responsibly.
• Meet established performance, productivity, and customer service goals.
• Maintain a clean, organized, and professional work environment.
• Work collaboratively with team members and management to ensure efficient daily operations.

EXPECTED RESULTS

Dependable, customer-focused associate who demonstrates excellent attendance, professionalism, and communication skills. Successfully assists customers with loan applications and processing while providing exceptional customer service. Demonstrates the ability to learn company procedures quickly, maintain accurate documentation, meet performance expectations, and build positive customer relationships. Must be reliable, adaptable, and available to begin employment promptly.

SKILLS REQUIRED

Excellent verbal and written communication skills. Strong customer service and interpersonal skills. Basic computer and data-entry proficiency. Ability to accurately process information and maintain detailed records. Strong organizational, multitasking, and problem-solving abilities. Attention to detail and ability to handle confidential customer information. Ability to work in a fast-paced, customer-facing environment.

QUALITIES REQUIRED

Dependable and punctual. Friendly, outgoing, and approachable personality. Professional demeanor. Positive attitude and willingness to learn. Strong work ethic and accountability. Customer-oriented and service-driven. Detail-oriented and organized. Self-motivated, adaptable, and a team player.

EXPERIENCE REQUIRED

Previous experience in customer service, retail, banking, financial services, cash handling, or sales is preferred but not required. Must demonstrate a willingness to learn loan processing procedures and company-specific systems. Training will be provided.

EDUCATION REQUIREMENTS

High school diploma or GED preferred. Equivalent work experience may be considered.

PHYSICAL REQUIREMENTS

Primarily office-based, customer-facing position requiring the ability to sit and stand for extended periods, use a computer and telephone, and perform routine office duties. Occasional lifting of office materials may be required.

EQUIPMENT USED

Computer, telephone, printer, scanner, calculator, and company-specific loan processing software.

TRAVEL INVOLVED

Must be willing and able to travel to and provide coverage at nearby locations as business needs require. Reliable transportation is preferred.