Lending Assistant

Purpose:

While projecting a professional image; interact with new and existing customers and match services that best fit their individual needs. Maintain and service an existing client base of business. Respond to inquiries and resolve issues.

Essential Functions:

• Ensure that customers are assisted promptly in person, by telephone, or electronically by meeting or exceeding Bank standards as identified in the Serve Like Family Playbook.
• According to policy, open new accounts, update customer files, or close accounts, make account inquiries, process draws, process loan payments and assist customers with safe deposit entry.
• Prepare loan documents.
• Prepare various mandated reports and file documents with designated agencies.
• Meet accuracy and correctness of work standards as required.
• Meet or exceed required deposit, IRA, and cross-sell goals annually.
• Contribute to branch deposit growth and branch profitability annual goals.
• Resolve customer complaints or ensure that the complaint is referred to the appropriate individual for resolution.
• Record detail documentation of customer interactions and transactions, complaints, and comments, as well as actions taken.
• Verify and ensure that appropriate action was taken in resolving customer problems.
• Other duties, as assigned.