LOA/CSR - Full-Time - Jackson, Georgia

 United Bank

Who We Are:

United Bank offers exciting career opportunities and has a unique company mission and culture. We are an innovative and growing 120-year-old, $2.4 billion Community Bank, that proudly provides Signature Service to our customers, in 19 locations and 11 counties, throughout Middle Georgia. 

View Our Annual Magazine - OUR STORY .

What We Offer:

• Career opportunities and growth.
• Competitive benefit package. Benefits include: paid employee health insurance, dental insurance, vision insurance, short-term disability insurance, paid long-term disability insurance, paid life insurance, 401(k) plan with employer contributions, Employee Stock Ownership Plan (ESOP) with employer contributions, flexible spending account (FSA), wellness program, employee assistance program, vacation time, sick time, paid federal holidays, and other unique perks.
• Flexibility
• Unique Culture

Loan Officer Assistant (LOA)/Customer Service Representative (LOA)

Job Summary:

The Loan Officer Assistant (LOA)/Customer Service Representative (CSR) supports lending operations while delivering a high-quality, relationship-focused customer experience. This role provides administrative and loan processing support to lenders and serves as a key point of contact for customers, offering tailored financial solutions for both consumer and business needs. The position plays a vital role in ensuring efficient loan processing, regulatory compliance, and exceptional Signature Service delivery.

General Description/Duties:

Duties include but are not limited to the following:

• Compile, prepare, and process loan file documentation (appraisal orders, credit reports, title work, etc.) necessary for loan approval.
• Coordinate communication between loan officers, customers, and third parties to ensure timely and accurate loan closings.
• Prepare loan tickets and disbursement of loan proceeds. 
• Monitor and assist in clearing loan exceptions, including collateral and financial documentation requirements.
• Maintain accurate and complete loan files in accordance with internal policies and regulatory standards.
• Build and maintain productive relationships with co-workers and partners throughout the organization.
• Deliver a consultative, relationship-based service experience by identifying customer needs and recommending appropriate banking products and services.
• Open, maintain, and service a variety of deposit accounts and related financial services.
• Resolve customer inquiries and issues promptly by identifying root causes, implementing solutions, and ensuring follow-through.
• Identify and refer cross-sell opportunities to appropriate team members.
• Document and track customer interactions to support ongoing relationship management and service excellence.
• Adhere to all internal controls, policies, and operational procedures.
• Maintain knowledge of and comply with applicable federal and state banking regulations, including but not limited to the Bank Secrecy Act (BSA) and anti-money laundering (AML) requirements.
• Support audit and compliance efforts by ensuring proper documentation and adherence to procedures.
• Build and maintain strong working relationships with team members across departments.
• Contribute to a positive team environment focused on service, accountability, and continuous improvement.
• Perform other duties as assigned.

Requirements:

• High School Diploma or equivalent.
• Previous banking, lending, or financial services experience preferred.
• Strong interpersonal communication and presentation skills (verbal and written).
• Strong organizational, analytical, and problem-solving skills. 
• Ability to manage multiple priorities in a fast-paced environment with attention to detail.
• Proficiency in Microsoft Office Suite and banking-related systems, with the ability to efficiently navigate multiple platforms and quickly learn new technologies