Business Lending Specialist

IOU Financial•Kennesaw, GA

2d•Hybrid

About The Position

IOU Financial is seeking strong professionals with expertise in loan processing. We need people with great communication skills who have used those skills to quickly and thoroughly process all types of commercial loans. You must have a proven track record in delivering outstanding customer service.

Requirements

3+ years of experience working in a professional environment.
Experience working in a retail or financial
Must have excellent interpersonal communication skills and the ability to be cooperative and positive.
Team oriented attitude with aspiration to meet team goals and expectations
Can work well independently and as part of a team.
Outstanding written and oral communication skills.
Must like to have fun and be part of and help craft a great team culture and environment.
A High School Diploma required

Nice To Haves

Associate’s Degree preferred.
Experience handling various roles and tasks at a time

Responsibilities

Performs customer verifications contacts by telephone, direct email, computer system access, or letter to check business and owner information.
Assists in the preparation of credit and business information necessary to establish credit limit, including such factors as applicant’s company and personal information, 3rd party verifications, cash flow and tax return data based on predetermined standards.
Keeps record in file of customer interactions and transactions, records details of inquiries and comments, actions taken and follow up with customers.
Provides assistance inputting data to computer, recording information as required, answering telephones, photocopy, faxing, typing letters, etc.
Assists departmental staff in efficiently and effectively processing the various activities involved in loan processing, customer service and performs such additional duties as might be assigned from time to time.
Works with inside and outside sales team to deliver outstanding customer service assisting customers with technical or product support.