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1

loan processor

  • Analyzed applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Reviewed loan agreements to ensure that they are complete and accurate according to policy.
  • Approved loans within specified limits, and refer loan applications outside those limits to management for approval.
  • Handled customer complaints and take appropriate action to resolve them.
  • Submited applications to credit analysts for verification and recommendation. applicants’ financial status, credit, and property evaluations to determine feasibility of granting loans.
2

loan processor

  • Managed new and current loans. 
  • Monitored loan delinquency accounts and performed collections. 
  • Constant contact with customers answering queries and resolving complaints. 
  • Processing of consumer, commercial, and real estate loans.
3

loan processor

  • Worked with customers in person and via telephone to answer questions, process transactions and resolve issues.
  • Issues reports for old and new loans based on field inspections of loan sites.
  • Processed loans with various departments to ensure timely, accurate and fair proceedings.
  • Prepared documents for underwriting by verifying client income, credit reports and other information.
4

loan processor

  • Complete loan file set up within 48 hours of receipt.
  • Verify loan file is complete, and Loan Officer has provided completed checklist and accompanying disclosures, documents, needs list, anticipated or confirmed program/investor, and etc.
  • Return any incomplete loans back to the Loan Officer. Send e-mail with list of missing items for completion to the Loan Officer and Loan Sales Manager.
  • Order appraisals, Preliminaries, Flood Verification’s, and all other validations required by Tri Counties Bank, Assist Loan Manager with follow up for items requested.
  • Perform all branch file cancellations per Loan Cancellation Policy.
  • Properly re-disclose a loan, as needed.
  • Place detailed comments in the conversation log every time a file is handled.
5

loan processor

  • Establish and maintain relationships with individual or business customers or provide assistance with loan needs
  • Be organized and excellent communicator 
  • Stay on top of my pipeline to ensure all loans close smoothly and on time
  • Daily customer service desk responsibilities: reception, customer service, maintenance of schedules, stop payment requests, wire transfers, etc.