LOA/CSR - Full-Time - Jackson, Georgia

United Bank • Jackson, GA

4d

About The Position

The Loan Officer Assistant (LOA)/Customer Service Representative (CSR) supports lending operations while delivering a high-quality, relationship-focused customer experience. This role provides administrative and loan processing support to lenders and serves as a key point of contact for customers, offering tailored financial solutions for both consumer and business needs. The position plays a vital role in ensuring efficient loan processing, regulatory compliance, and exceptional Signature Service delivery.

Requirements

• High School Diploma or equivalent.
• Previous banking, lending, or financial services experience preferred.
• Strong interpersonal communication and presentation skills (verbal and written).
• Strong organizational, analytical, and problem-solving skills.
• Ability to manage multiple priorities in a fast-paced environment with attention to detail.
• Proficiency in Microsoft Office Suite and banking-related systems, with the ability to efficiently navigate multiple platforms and quickly learn new technologies

Nice To Haves

• Previous banking, lending, or financial services experience preferred.

Responsibilities

• Compile, prepare, and process loan file documentation (appraisal orders, credit reports, title work, etc.) necessary for loan approval.
• Coordinate communication between loan officers, customers, and third parties to ensure timely and accurate loan closings.
• Prepare loan tickets and disbursement of loan proceeds.
• Monitor and assist in clearing loan exceptions, including collateral and financial documentation requirements.
• Maintain accurate and complete loan files in accordance with internal policies and regulatory standards.
• Build and maintain productive relationships with co-workers and partners throughout the organization.
• Deliver a consultative, relationship-based service experience by identifying customer needs and recommending appropriate banking products and services.
• Open, maintain, and service a variety of deposit accounts and related financial services.
• Resolve customer inquiries and issues promptly by identifying root causes, implementing solutions, and ensuring follow-through.
• Identify and refer cross-sell opportunities to appropriate team members.
• Document and track customer interactions to support ongoing relationship management and service excellence.
• Adhere to all internal controls, policies, and operational procedures.
• Maintain knowledge of and comply with applicable federal and state banking regulations, including but not limited to the Bank Secrecy Act (BSA) and anti-money laundering (AML) requirements.
• Support audit and compliance efforts by ensuring proper documentation and adherence to procedures.
• Build and maintain strong working relationships with team members across departments.
• Contribute to a positive team environment focused on service, accountability, and continuous improvement.
• Perform other duties as assigned.

Benefits

• paid employee health insurance
• dental insurance
• vision insurance
• short-term disability insurance
• paid long-term disability insurance
• paid life insurance
• 401(k) plan with employer contributions
• Employee Stock Ownership Plan (ESOP) with employer contributions
• flexible spending account (FSA)
• wellness program
• employee assistance program
• vacation time
• sick time
• paid federal holidays
• other unique perks

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED