Loan Service Representative

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profile Job Location:

Fort Worth, TX - USA

profile Monthly Salary: Not Disclosed
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

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 applicants 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

#LI-NCI1

#LI-Hybrid


Required Experience:

Unclear Seniority

How will this role impact First CommandThe 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 Ad...
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About Company

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With over 60 years of financial coaching experience and over 175 offices around the world, First Command's Financial Advisors are proud to serve America's military.

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