At BankPlus, we strive to add value for our employees, customers and shareholders.
We are a high-performing TEAM committed to fulfilling promises, building lasting relationships, and making dreams come true.
All current employees must have a performance rating of Outstanding or High-Performing to be eligible to post for a position.
General Position Statement:
The Lending Relationship Specialist II is responsible for filing, initiating correspondence, scheduling and coordinating the activities between the loan officer and the customer to ensure efficiency within the department.
Also responsible for ensuring that loan processing and loan closings are conducted in a prompt manner, as well as selling bank products and services while providing quality service to all Bank customers.
Duties and Responsibilities:
• Sells and cross sells Bank products to new and established customers by assessing the customer’s needs and being knowledgeable of the features and benefits of the products.
• Performs duties for department’s staff in an accurate and efficient manner such as: prepares documentation and correspondence, delivering mail within the department, answering phone, scheduling appointments, preparing and maintaining desk files and coordinating activities between loan officers and loan customers.
• Prepares loan advances, renewals, extensions and amendments and assists Loan Officers with loan closings and funding.
• Reviews and resolves credit and collateral exceptions.
• Files Deeds of Trusts, titles, and UCC’s in an accurate and efficient manner.
• Assists Loan Officer in compiling information for credit analysis, ordering credit bureau and Dun and Bradstreet reports.
• Obtain required information from prospective customers and/or existing customers for collateral and credit files.
File Deeds of Trusts, Titles and UCC’s.
• Resolve unposted loan items on a daily basis.
• Quote loan payoffs and initiate loan payoff letters as instructed.
• Send all lending documents to loan administration, ensuring that all exceptions are removed.
• Maintains a thorough knowledge of Bank products, services, policies, procedures and appropriate regulatory issues as related to daily job functions including, but not limited to : Bank Secrecy Act; Privacy Act: Fair Lending Act; Regulation E, etc.
up to date knowledge of competitors’ products and pricing.
Completes required compliance training and adheres to the Bank’s standard of conduct.
• Participates in the bank’s High-Performance Rewards Connections program.
• Make referrals to the Mortgage Center and Wealth Management.
• Performs other duties as assigned.
Position Requirements:
• Two to five years of similar or related experience required
• General computer and typing experience Microsoft Office Suite, to include Excel, Work, and Outlook
• Extensive reading as needed
• Driving and travel, as needed for business purpose
• Excellent verbal and written communication skills
• Work outside of regular business hours, as deemed necessary
• Ability to handle multiple tasks
BankPlus is an Equal Opportunity Employer and does not discriminate in hiring or employment on the basis of race, color, religion, national origin, citizenship, gender, marital status, sexual orientation, age, disability, veteran status, or any other characteristic protected by federal, state, or local law.
We maintain a drug-free workplace and perform pre-employment substance abuse testing.
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