Jobs · OTHR · Iowa

Loan Support Representative

Delaware County IA Economic Development · Manchester, IA · 3 wk ago
OTHRFull-time

Major Duties - Essential

  • Examine notes and supporting documents for completeness.
  • Prepare loan documents in loan software.
  • Board loans on the core processor system.
  • Input loan extensions and modifications as needed.
  • Provide assistance in various credit administration activities such as document preparation, file organization, and contacting third-party providers.
  • Process loan advances and payments.
  • Support administrative and customer service duties related to the credit card portfolio.
  • Serve as a back-up Teller:
    • Represent the bank to customers in a courteous and professional manner.
    • Handle transactions such as deposits, withdrawals, and payments for loans and credit cards.
    • Accept checks for paying or cashing within predetermined limits.
    • Sell money orders, official checks.
    • Maintain and balance cash drawer within established standards.
    • May balance ATM.
  • Cross-serve customers:
    • Make recommendations on products/services that meet customer needs.
    • Direct customers to other GNB departments and subsidiaries.
    • Participate in joint customer and prospect calls to strengthen, recruit, and retain bank relationships.
    • Become familiar with GNB’s Value Added Selling process and apply relevant techniques and principles.
  • Recognize irregularities or suspicious transactions/requests and report to appropriate staff.
  • Review and maintain reports as necessary for internal tracking purposes.
  • Answer and route incoming telephone calls. Take and deliver messages.
  • Greet visitors, identify needs, and direct them to appropriate area.
  • Ensure operational integrity through compliance with all policies, procedures, and regulations.
  • Be actively engaged in the development and implementation of Team annual strategic plans.

Qualifications

  • High School diploma. 2-4 years’ experience in cash handling, customer service, or financial services experience required.
  • Excellent skills in managing multiple tasks requiring strong attention to detail.
  • Strong communication and computer skills necessary.

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