Branch Lending & Operations Representative

Branch Lending & Operations Representative

The Branch Lending and Operations Representative is responsible for processing a wide range of financial transactions for customers, selling negotiable instruments, cross-selling Bank products and suggesting possible services, answering questions, and handling all preparations for customers to begin receiving services. This position assists loan officers by performing administrative duties involving the processing of business and consumer loans.

Essential duties and responsibilities include opening new accounts, preparing loan requests, processing draw requests, providing assistance in clearing collateral, resolving customer concerns, and supporting and contributing to the attainment of branch goals.

Qualifications include education and experience in a specialized field, communication skills, mathematical skills, critical thinking skills, and software skills required.

Working conditions include being exposed to noise, standing, walking, pushing, carrying, or lifting; but none are present to the extent of being disagreeable. The noise level in the work environment is usually moderate. The employee must occasionally lift and/or move up to 25 pounds; frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, and the ability to adjust focus.

Additional information includes a preference for 1 year previous loan or loan documentation experience, knowledge of consumer and commercial loan applications, good understanding of financial institution products and services, time management, excellent proof-reading skills and attention to detail, strong team player, and basic computer proficiency.