Loan Documentation Processor - Consumer

SUMMARY:

• Processing of all required documentation for consumer loan applicants, following specified regulations and procedures

• Back-up for consumer loan processing, as needed

• Close loans and provide customer service for all loan customers

ESSENTIAL QUALIFICATIONS & REQUIRED SKILLS:

• Office/Clerical experience necessary, including experience in customer service and managing work-flow to successfully complete tasks

• Competence in Word, Excel, 10-key adding machine, copy machine and other office machines available

• Ability to work effectively and meet deadlines with minimal supervision and to take initiative in problem solving documentation and customer issues

• Ability to communicate effectively with a customer or prospective customer regarding loan questions in order to accommodate the needs of the customer

• Ability to read and comply with EBT’s loan policy while assisting in the underwriting, and/or ordering, closing, booking, and funding of loan

• Preparing documentation of fund transfers for debits and/or credits from and to loans with respective deposit accounts.

• Ability to professionally conduct oneself with telephone, email, and written correspondence with customer and/or co-workers

• Willingness to research and clear exceptions to loans as determined by EBT’s Loan Policy

• Willingness to extend working hours where necessary to accommodate the completion of varied tasks on behalf of the customer

• Complete other duties as assigned from time to time by supervisor

• Acceptable interpersonal skills

SUPERVISORY RESPONSIBILITIES:
None

WORK ENVIRONMENT:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Basic Qualifications

• High School Graduate or General Education Degree
• Must have general knowledge of word processing, Windows, scanning, faxing, email, Microsoft Office, Internet Explorer
• Two to four years related banking experience is desired

Job Type: Full-time