What are the responsibilities and job description for the Loan Processor position at SWAN Capital?
Are you interested in the financial industry and have experience processing important client paperwork? Our fast-paced financial firm in Pensacola, FL is looking for a strong, detail orientated Case Designer who can ensure smooth transitions through the client acquisition process. You will work hand-in-hand with the financial advisor to put the clients needs and advisor's vision into an easy to read document.
We are seeking a hard-working, positive individual to join the continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!
Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our client's financial freedom!!
Minimum Requirements:
- Previous experience in processing new business paperwork. (financial office preferred but not required)
- Intermediate to advanced computer skills desired. Experience with Power Point preferred.
- Experience with Brokerage and Life Insurance accounts preferred.
- Insurance License or Securities License preferred.
- Experience with Investment and insurance applications and transfers preferred.
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Ability to work with important paperwork without much client interaction
- Ability to demonstrate persistence to achieve quality
- Excellent communication – both verbal and written
- Self-directed initiative
- Process driven
- Strong follow-through
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
- Complete and process all applications for business submitted by agents
- Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies.
- Submit all completed in good order applications and forms to the proper agencies.
- Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward.
- Research and analyze application issues and provide problem resolution
- Answer agents requests and respond to their needs in a timely manner
- Additional duties and responsibilities as required by management
Job Type: Full-time
Pay: $42,000.00 - $55,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Health insurance
- Paid time off
Schedule:
- Monday to Friday
Education:
- High school or equivalent (Preferred)
Experience:
- Processing Applications: 1 year (Required)
Work Location: In person
Salary : $42,000 - $55,000