Loan Sales Coordinator
Company: Regional Finance
Location: Richmond
Posted on: May 16, 2022
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Job Description:
Job DescriptionJob PurposeThe Loan Coordinator works closely
with their branch team members to help create a world class
customer experience from loan origination to closing. They analyze
and collect the necessary data and verifications to help provide an
efficient loan processing experience. Duties and Responsibilities·
Provide exceptional service to all customers both over the phone
and in-person· Expected to follow-up with customers by telephone to
request loan verifications and documents need to close loans. ·
Collect and organize loan verifications and calculate qualifying
income · Ensure all loans meet compliance standards set by policy
and procedures · Maintain office cash with accuracy and proper
security· Receive, track, and post all payments and fees to
customer accounts in compliance with Company policy · Fill-in
branch duties when called upon including processing credit loan
applications and using product knowledge to present loan solutions
to current and potential customers.· Help with monthly Branch
Self-Assessment responsibilities· Other duties as assigned by
leadership. Minimum Qualifications · High school degree or
equivalent.· Experience with Microsoft Office Suite products.· Data
entry proficiency. · Valid Driver's License and access to a
dependable automobile with liability insurance coverage.· Must pass
drug screen, criminal and credit background checks. Preferred
Qualifications · Previous experience in a related field Critical
Competencies · Ability to work in a fast-paced team environment
managing multiple priorities daily· Highly organized with the
ability to efficiently and accurately multi-task.· Ability to
complete multiple projects on time, efficiently, compliantly, and
with minimal supervision, which often serve several people.·
Perform all necessary duties with a positive attitude.· Excellent
oral and written communication skills.· Strong attention to
detail.· Ability to stay calm under pressure.· Flexibility to
perform in an ever-changing work environment.· Attendance and
punctuality are essential.· Professional and customer service
oriented· Team player with good communication skills Working
Conditions This position works in an office environment providing
customer services to customers and potential customers in person
and over the phone. Typical schedule is 9am to 6pm, Monday through
Friday, with some Saturdays required. Overtime may be required on
an as needed basis and is at the discretion of upper
management.
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Keywords: Regional Finance, Richmond , Loan Sales Coordinator, Sales , Richmond, Virginia
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