Loan Sales Coordinator

Regional FinanceWinterville, NC
6dOnsite

About The Position

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Job Purpose The Loan Coordinator works closely with their branch team members to help create a world class customer experience from loan origination to closing. They analyze and collect the necessary data and verifications to help provide an efficient loan processing experience.

Requirements

  • High school degree or equivalent.
  • Experience with Microsoft Office Suite products.
  • Data entry proficiency.
  • Valid Driver’s License and access to a dependable automobile with liability insurance coverage.
  • Must pass drug screen, criminal and credit background checks.

Nice To Haves

  • Previous experience in a related field

Responsibilities

  • Provide exceptional service to all customers both over the phone and in-person
  • Expected to follow-up with customers by telephone to request loan verifications and documents need to close loans.
  • Collect and organize loan verifications and calculate qualifying income
  • Ensure all loans meet compliance standards set by policy and procedures
  • Maintain office cash with accuracy and proper security
  • Receive, track, and post all payments and fees to customer accounts in compliance with Company policy
  • Fill-in branch duties when called upon including processing credit loan applications and using product knowledge to present loan solutions to current and potential customers.
  • Help with monthly Branch Self-Assessment responsibilities
  • Other duties as assigned by leadership.
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