Summary:

Manages loan customers banking needs by assisting with loan transactions, loan documentation, and responding to customer inquiries with appropriate information, problem solving and referrals. Provides internal customer service by assisting other Loan Department staff.

Reasonable Accommodations Statement

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform essential functions.

Essential Duties and Responsibilities include the following. Other duties may be assigned:

Provides high quality customer service by greeting customers, using customer names, asking appropriate questions to determine needs of customers, and responding to customer inquiries and scheduling appointments. Provides information by promptly answering the telephone, directing telephone inquiries and lobby customers to proper personnel and answering basic customer inquiries. Transfers more complex inquiries to proper personnel. Communicates effectively with other staff in all offices to further enhance compliance, policies, and teamwork on a timely basis.

Maintains accurate customer account information by filing/imaging documentation, composing correspondence and/or loan documents, inputs new account information and maintenance on data base with accuracy and speed, and maintains appropriate teller records. Work with originating, researching, and clearing all appropriate ticklers on the respective lender’s tickler reports. Provides retail banking customer service by following standard bank procedures by recording savings and checking deposits, loan payments, processes account withdrawals, and mail deposits.
Ensures accuracy of bank records by maintaining the knowledge of both state and federal bank regulations and MBT policies for the purpose of documentation, account information and other services with the current software program for customer and internal customer needs.

• Supports the effective lending operation by performing the opening and closing procedures, obtains and distributes incoming/outgoing mail correspondence, and assists with inquiries on loan information. Provides analytical and technical monitoring loan documentation for the Loan Officers and other staff members. Handles interruptions with ease while still maintaining focus and accuracy. Manages several assignments simultaneously, completes independently and meets deadlines accordingly. Able to work extra time, when required to meet deadlines.

Qualifications:

Education and/or Experience:

High School Diploma or equivalent. Two or more years of banking experience and/or working knowledge of business office or bank functions.