Senior personal banker vs senior loan officer

Differences between senior personal banker and senior loan officer duties and responsibilities

Senior personal banker example responsibilities.

• Lead the district in sales by initiating and document a proactive customer profiling effort and sale calls.
• Process treasury, tax and loan payments.supply tellers with coin and currency as needed.
• Perform all teller transactions from deposit and withdrawals, money orders and certify checks and balance ATM.
• Perform operational duties such as balancing bank vault, reloading of ATM, and supervision of teller line.
• Conduct wire transfers, stop payments, issue bank checks, transfer funds between accounts, and public notary services.
• Maximize cross-sell opportunities through customer profiling to identify opportunities.
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Senior loan officer example responsibilities.

• Oversee the loan origination process from inception to completion and initiate aggressive business growth opportunities in a highly competitive market.
• Maintain close relationships with loan processors and problem-solve upcoming issues to ensure quality loan origination and minimize last-minute conditions of approval.
• Prepare FNMA 1003 and RESPA documents.
• Underwrite over 30 FNMA modification loans determining terms of trial and permanent modifications.
• Utilize automated underwriting engines to assess credit and collateral risk conventional and FHA lending.
• Establish communication with escrow officers, processors, loan officers and underwriter regarding loan status and/or missing information.
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