Temporary Loan Operations Representative
About The Position
Citizens First Bank, a cornerstone of The Villages community, was founded by the visionary founders of The Villages in 1991. “We are a bank created specifically to fill the needs of our community and to conscientiously and joyously serve our Villagers residents in every possible way.” -Founder Harold Schwartz. Since that time, the vision of the Bank has expanded to build upon our purpose of serving the Villages in every way while sharing our exceptional service and lasting relationships with the people and businesses throughout Lake, Sumter, Marion and Citrus counties. Citizens First Bank: A Five Star Bank where hospitality meets finance. Citizens First Bank is hiring a Temporary Loan Operations Representative to join our Loan Operations Department! The Loan Operations Representative is responsible for accurately entering, reviewing, and maintaining loan data within internal systems. The Loan Operations Representative closely monitors loan files throughout the processing cycle to ensure all documents are properly completed, verified, and aligned with organizational policies and federal and state regulatory requirements.
Requirements
- High school diploma or equivalent required plus one to two years related experience in lending, banking or related environment
- Must have ability to read & comprehend simple instructions, correspondence, financial and legal language & written interoffice memos
- Must be detail oriented
- Ability to apply concepts of basic business math. Must have the ability to calculate figures and amounts such as discounts, interest, penalties, late fees, commissions, proportions and percentages
- Must have computer skills including working knowledge of Microsoft Office (Outlook, Word and Excel), use of calculator, fax and copy machines, and other office equipment
Nice To Haves
- Bachelor degree plus two years of clerical experience in lending or in a related-banking environment
Responsibilities
- Provide assistance to loan customers by telephone, in person, email, or mail
- Maintain accurate records of all communication with loan customers
- Complete daily tasks as assigned
- Verify data entry from previous day and input data from current day’s activity
- Prepare loan files for imaging and verify the loan maintenance is imaged
- Represents the company in an efficient and businesslike manner
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
501-1,000 employees
