Loan Assistant ( Senatobia

Loan Assistant (Senatobia) – Bank First Financial Services. Join to apply for this role.

1 week ago – Be among the first 25 applicants.

The Loan Assistant role supports the entire loan origination process by working directly with applicants, from initial application to final closing. This position manages administrative tasks, ensures all documentation is complete and accurate, and coordinates with loan officers and other departments to deliver an exceptional customer experience. In addition, the role contributes to the bank's growth by proactively identifying opportunities to refer and cross‑sell products and services.

Frontline employees with considerable customer contact work closely with loan applicants to gather information and aid in the application process, review loan papers to ensure completeness, complete the necessary transactions to close loans, and manage compliance documents. They participate in the sales culture of the institution, making referrals and cross‑selling appropriate products/services to customers’ needs.

• Interview loan applicants to gather personal and financial data necessary for completing applications.
• Verify and examine all information on loan applications and closing documents for accuracy and completeness.
• Coordinate the ordering of title certificates, property appraisals, and other required reports through third‑party vendors.
• Assemble and compile all documents required for loan closings, including title abstracts, insurance forms, and tax receipts.
• Process and manage all transactions required to fund the loan in a timely manner.
• Accurately record and maintain all information for loan and credit applications, as well as the disbursement of funds.
• File compliance documents when required.
• Answer questions and advise customers regarding loans and transactions.
• Contact customers by mail, telephone, or in person concerning acceptance or rejection of applications.
• Identify customers’ needs and propose the appropriate products and/or services.
• Close the sale of products/services or refer customers to appropriate bank personnel to meet their financial needs.

• High School Diploma or GED required;
  Associate’s or Bachelor's degree preferred.
• Strong computer skills, including navigation of internal software and Microsoft Office Suite.
• Highly detail‑oriented with a keen focus on accuracy.
• Ability to manage a high‑volume workload and multitask effectively in a deadline‑driven environment.
• Exceptional written and verbal communication skills necessary for clear client and team interaction.

Bank First is an EO employer – M/F/Veteran/Disability/Sexual Orientation/Gender Identity.

• Entry level

• Full‑time

• Finance and Sales

• Banking