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.