Customer Service Representative (Loan Consultant I)

Greet, assist, and solicit individuals entering the office and calling by phone; receive and process credit and employment verifications, and record information obtained. Process payments, distributions, make recommendations regarding loan approvals, approve loans up to established lending limits, and complete loan closings. Handle account activities related to collection accounts, including phone calls and face-to-face communications with customers. Prepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances, and close the branch. Actively market all branch products and services to individuals. Attain monthly goals while ensuring compliance and accuracy in all customer interactions.