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Loan Application Assessment Agent

2 months ago


Hayward, Wisconsin, United States Lac Courte Oreilles Financial Services Full time
Job Type

Full-time

Overview

Lac Courte Oreilles Financial Services is seeking a dependable Loan Processing Agent to facilitate the approval process for consumer loans. In this role, you will act as a crucial link between prospective clients and our financial institution, ensuring that qualified applicants receive timely assistance in securing loans while maintaining the integrity of our organization.

Key Responsibilities

As a Loan Processing Agent, your duties will include:
  • Conducting initial assessments of potential borrowers by meticulously reviewing their applications through various software platforms.
  • Evaluating applicants to determine their eligibility for loans.
  • Engaging with customers to clarify essential details.
  • Finalizing loan specifics and keeping clients informed about rules and obligations.
  • Staying updated on lending practices and financial services.
  • Creating and maintaining accurate records.
  • Identifying customer needs and exploring available options.
  • Adhering to established regulations and legal requirements at all times.

Essential Skills

The ideal candidate will possess:
  • Strong attention to detail.
  • Proficiency in Microsoft Office Suite.
  • High level of accuracy.
  • Excellent interpersonal communication skills.
  • Effective time management abilities.
  • Commitment to customer service.
  • Sound decision-making capabilities.
  • Knowledge of compliance and verification processes.
  • Experience in credit review.
  • Understanding of industry standards and policies.
  • Familiarity with databases.
  • A positive attitude and strong organizational skills.
  • Mathematical proficiency.
  • Analytical skills.
  • Reliability and trustworthiness.

Preferred Qualifications

A minimum of a high school diploma or GED is required.

Technical Proficiency

Candidates should be proficient in:
  • Microsoft Word, Excel, PowerPoint, and Outlook.
  • Internet navigation and cloud-based storage solutions.

Working Conditions

Applicants should be prepared for:
  • Extended periods of sitting while engaging in discussions and active listening.
  • Occasional lifting of items up to 5 lbs.

Noise Level

The work environment will typically feature a moderate noise level in an office setting.