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About the Role

The Loan Clerk serves as the liaison between customers and the loan department, ensuring efficient and accurate loan processing in accordance with bank policies. This role is suited for individuals who enjoy customer interaction, possess strong attention to detail, and can thrive in a dynamic banking environment.

Responsibilities

• Record new loans and renewals, ensuring accurate and up-to-date documentation.
• Prepare periodic loan reports and maintain proper records.
• Process loan payments accurately and efficiently.
• Calculate loan items such as interest and payments, ensuring correct amounts are recorded.
• Perform real estate and commercial loan reconciliations.
• Mail payment due and delinquency notices to customers, ensuring completion and accuracy.

Requirements

• Ability to develop an understanding of customer needs and recommend appropriate products and services.
• Knowledge of banking products and loan processes.
• Ability to manage multiple tasks and prioritize effectively.
• Strong understanding of compliance and security guidelines.
• Ability to work well in a team setting and collaborate with others.

Experience Level

• 1-2 years of experience in loan operations or a related field
• Previous experience in a customer service or banking environment preferred