Loan clerk job description
Updated March 14, 2024
4 min read
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Example loan clerk requirements on a job description
Loan clerk requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in loan clerk job postings.
Sample loan clerk requirements
- High school diploma or equivalent certification.
- Knowledge of loan processing, underwriting, and documentation.
- Proficiency with computers and banking software.
- Ability to read and comprehend legal documents.
- Strong math and analytical skills.
Sample required loan clerk soft skills
- Excellent communication and interpersonal skills.
- Organizational and problem-solving abilities.
- Attention to detail and accuracy.
- Ability to work both independently and collaboratively.
Loan clerk job description example 1
Beehive Federal CU loan clerk job description
At Beehive FCU, our common goal is to nurture our most valued asset: the friendships we have with our members. We are here to help'it's the only reason we exist. We believe we have the power to help our members with some of the most important, most difficult, and most rewarding endeavors in their lives.
Our success starts with creative and caring individuals who work together to bring superior service to our members. We hire only the best and brightest, give them a great place to work, and provide an excellent benefits package.
If you are someone who is passionate about helping people with real life needs, then Beehive FCU may be the place for you.
Beehive Federal Credit Union has an opening for a part-time Consumer Loan Clerk to work at our Administrative Building in Rexburg. The position's schedule is flexible but the successful candidate will arrange a consistent shift with 25 hours per week, Monday-Friday.
Job Description
Assist the consumer loan department in maintaining loan files, loan maintenance and collateral protection insurance. Corresponds with members and outside agencies to insure our security interested are protected. Will actively engage in needs-based selling.
Qualifications
Must be able to keep strict confidentiality. Must be able to offer prompt, clear, and accurate communications with members. Must be able to complete all documentation with promptness and accuracy.
Benefits
Part-time employee benefits include paid holidays, sick time, and vacation time; employer sponsored 401(k), retirement plan including 2% company match and 9% profit sharing; plus the opportunity to work in an excellent team-oriented environment. You'll love working at Beehive!
Beehive Federal Credit Union is a member-owned, not-for-profit organization founded in 1960. Headquartered in Rexburg, Idaho, Beehive is a full-service credit union serving members and employees of The Church of Jesus Christ of Latter-day Saints nationwide. Branches are located in Rexburg, Rigby, Idaho Falls, and Meridian, Idaho. Beehive Federal Credit Union is an Equal Opportunity/Affirmative Action Employer of Females/Minorities/Vets/Disability.
Our success starts with creative and caring individuals who work together to bring superior service to our members. We hire only the best and brightest, give them a great place to work, and provide an excellent benefits package.
If you are someone who is passionate about helping people with real life needs, then Beehive FCU may be the place for you.
Beehive Federal Credit Union has an opening for a part-time Consumer Loan Clerk to work at our Administrative Building in Rexburg. The position's schedule is flexible but the successful candidate will arrange a consistent shift with 25 hours per week, Monday-Friday.
Job Description
Assist the consumer loan department in maintaining loan files, loan maintenance and collateral protection insurance. Corresponds with members and outside agencies to insure our security interested are protected. Will actively engage in needs-based selling.
Qualifications
Must be able to keep strict confidentiality. Must be able to offer prompt, clear, and accurate communications with members. Must be able to complete all documentation with promptness and accuracy.
Benefits
Part-time employee benefits include paid holidays, sick time, and vacation time; employer sponsored 401(k), retirement plan including 2% company match and 9% profit sharing; plus the opportunity to work in an excellent team-oriented environment. You'll love working at Beehive!
Beehive Federal Credit Union is a member-owned, not-for-profit organization founded in 1960. Headquartered in Rexburg, Idaho, Beehive is a full-service credit union serving members and employees of The Church of Jesus Christ of Latter-day Saints nationwide. Branches are located in Rexburg, Rigby, Idaho Falls, and Meridian, Idaho. Beehive Federal Credit Union is an Equal Opportunity/Affirmative Action Employer of Females/Minorities/Vets/Disability.
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Loan clerk job description example 2
BancFirst loan clerk job description
Norman, OK
ESSENTIAL DUTIES AND RESPONSIBILITIES
include the following. Other duties may be assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Production of consumer TRID real estate loan documents in accordance with Compliance Regulations, Loan Policy, and Loan Procedures
Review documents to ensure new loans and loan maintenance was performed correctly
Assist loan officers as needed and correspond with customers to gather required information
Order and review required loan-related documentation
Communicate with title and insurance companies
Pull and review daily reports
Management of loan technical exceptions
Ensure accurate indexing of scanned document images
Prepare payoff notifications to customers and third parties
World class customer service will be required at all times
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
REQUIREMENTS
High School Graduate or High School equivalency
Strong customer service skills
Proficient in Microsoft Office and knowledge of, or the ability to quickly learn, banking software applications
Excellent verbal and written communication skills
Critical thinking skills
Must be able to manage multiple tasks
Must demonstrate a business professional image and demeanor at all times
Ability to work well under stress and deadlines
Detail oriented with a high degree of accuracy
Work well individually and with a team while maintaining a positive attitude
Attendance and punctuality is an essential function of the job
PREFERRED SKILLS AND QUALIFICATIONS
Knowledge of loan documentation and lending practices
Previous loan experience
LOCATION
BancFirst, Norman
1201 West Main Street
Norman, Ok 73069
HOURS
Full Time
8:00 a.m. to 5:00 p.m. M-F
Hometown service, statewide strength.
BancFirst
is committed to investing in the future of Oklahoma communities. BancFirst is a $12 billion bank offering personal and commercial products, trust, insurance, and investment services in fifty-eight Oklahoma communities. Employees enjoy excellent benefits and a learning environment that allows them to continuously improve their skills to deliver highly personalized service to customers.
EOE/Minority/Female/Disability/Veteran/LGBTQ
Diversity...Our differences enhance business performance.
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Updated March 14, 2024
Updated March 14, 2024