Loan Examiner reviews or audits a loan portfolio of low complexity loans to ensure compliance with established laws and regulations. Analyzes loans to identify deficiencies, unsupported charges, and risk levels. Being a Loan Examiner establishes authenticity and correctness of all records including transactions and other forms of documentation. May require a bachelor's degree. Additionally, Loan Examiner typically reports to a supervisor or manager. The Loan Examiner works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Loan Examiner typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)
The CSR is a front-line individual whose primary responsibilities are to interact with customers face-to-face or over the phone. Provide the customers with information, resolve problems and direct customers to the appropriate branch employee to fulfill the customer’s requests.
Primary Responsibilities
· Greet customers and ascertain reason for calling/visit
· Open and maintain customer accounts by recording account information
· Maintain financial accounts by processing customer adjustments
· Manage large amounts of incoming calls
· Take payment information and other pertinent information
· Recommend potential products or services to management by collecting customer information and analyzing customer needs
· Resolve product or service problems by clarifying the customer’s complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution
· Use telephones to reach out to customers and verify account information
· Contribute to team effort by accomplishing related results as needed
Skills & Requirements
· Ability to multi-task, prioritize and manage time effectively
· Strong phone contact handling skills and active listening
· Customer orientation and ability to adapt/respond to different types of characters
· Familiar with basic Microsoft applications and general computer skills
· Attention to detail
· High school diploma or equivalent required
Job Type: Full-time
Pay: From $15.50 per hour
Expected hours: 40 per week
Benefits:
Experience level:
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Ability to Relocate:
Work Location: In person
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