Loan Assistant

We are seeking a dedicated and professional Loan Assistant to join our team. The ideal candidate will be responsible for providing excellent customer service, assisting with clerical tasks, and helping ensure the smooth operation of our office. As a Loan Assistant, you will play a crucial role in greeting and directing members and visitors, answering and transferring phone calls, and providing general administrative support to the team.

Essential Functions & Responsibilities:

• Answer and transfer telephone calls to the appropriate person and record/relay messages as needed.
• Greet and screen visitors, assess their needs, and direct them to the correct department or individual.
• Maintain the phone system and fax machine, resolve any equipment issues, program machines, send faxes, and assist others with phone and fax machine usage.
• Organize and perform filing tasks, maintaining general and administrative files and records.
• Produce a variety of letters, memorandums, and reports as required.
• Perform additional job-related duties as assigned by management.

Performance Measurements:

• Direct all visitors in a professional, friendly manner and ensure they are appropriately assisted.
• Answer all telephone calls within three rings in a friendly, professional tone. Transfer calls efficiently with minimal transfers and accurately record and deliver messages in a timely manner.
• Process and distribute applications and/or necessary paperwork accurately and promptly.
• Ensure that all correspondence, memorandums, reports, and other communications are accurate, error-free, and completed in a timely manner.
• Maintain phone systems and fax machines in good working condition, ensuring faxes are sent and processed on time.
• Keep all files and records current and organized for easy access.
• Maintain a professional demeanor and appearance, delivering informed and courteous service to members, visitors, and staff.

Qualifications:

• Excellent communication and interpersonal skills.
• Strong organizational skills with the ability to handle multiple tasks.
• Proficiency in using phone systems, fax machines, and general office equipment.
• Experience in administrative or clerical work is preferred.
• Ability to maintain a professional appearance and attitude in all interactions.

We offer:

• A collaborative and supportive team environment.
• Competitive salary and benefits.
• Opportunities for growth and development within the company.

If you are passionate about providing exceptional customer service and thrive in a dynamic office setting, we encourage you to apply for the Loan Assistant position today!