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Loan Service Representative
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How will this role impact First Command?
The LSR completes the initial analysis of all loan requests and submits decision recommendations to a Banking Officer with the appropriate lending authority. Ensures timely preparation of loan documents on all approved loan requests. Assist clients and field Advisors and their staff with any loan related issues.
What will the employee do in this role?
- All incoming application logging and pipeline management
- Collection / Investigation of all pertinent information associated with a loan request
- Inputs loan request into Mark IV and pulls credit report
- Evaluates risk associated with Pre-Screen loan requests & Visa applications
- Review / evaluate applicant’s ability to repay on Pre-Screen loan requests & Visa applications
- Apply results of the credit analysis to FCB underwriting guidelines and policies-Pre-Screen loan requests & Visa applications
- If loan request is declined-responsible for sending the Decline Letters to clients.
- Review and responds to online banking questions/requests from clients
- Complete maintenance on loans, as needed.
- Responds to field advisors and clients via phone and electronically regarding accounts and/or products (Daily). (This involves basic customer service interactions concerning accounts, loan approvals, etc.)
- All other duties as assigned
What skills/qualifications do you need?
Education
- High School education or equivalent (some college preferred)
Work Experience
- 1 – 2 years banking or related experience preferred
Certifications
Required Knowledge, Skills, and Abilities
- Must possess strong analytical and mathematical skills
- Must be able to apply bank policy and underwriting guidelines to all situations
- Must be able to discern when exceptions to policy are appropriate
- Must be able to apply all appropriate lending regulations to the process
- Must be able to maintain confidential information
- Must be familiar with and able to operate Microsoft Suite and able to learn other task appropriate software
- Must possess the ability to take ownership of the duties and produce accurate results
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SIPC - Securities Investor Protection Corporation
Securities Investor Protection Corporation