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Truist Bank

Service Finance Consumer Loan Processor

Entry-Level JobVerifiedNo experience needed

Career Insights for Credit / Loan Counselor

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Based on Florida data

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What they do

A Credit or Loan Counselor advises and educates individuals or organizations on acquiring and managing debt or qualifying for traditional loans. Guidance may include determining the best type of loan and explaining loan requirements or restrictions. May help develop debt management or credit issue plans. Can provide budget, mortgage or bankruptcy counseling.

$46,164 / year median in Florida

-11% projected decline

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Job Description

Service Finance Consumer Loan Processor Truist Bank - 3.5 Boca Raton, FL Job Details Full-time 1 day ago Benefits AD&D insurance Paid holidays Health insurance Dental insurance RSU Pension plan Vision insurance Life insurance Qualifications Computer operation Copy machines Employee relationship building English Fax machines Desktop applications Typing Productivity software Quality data entry Full Job Description The position is described below. If you want to apply, click the button at the top or bottom of this page. After you click and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America) Please review the following job description: Responsible for the timely and accurate processing of Home Improvement loans according to established work flow, procedures, and regulations. Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Ensure all contract and applicant information is accurately verified and entered correctly. 2. Follow up with clients on any outstanding stipulations, verifications, or documents needed to complete the processing of loans. 3. Perform detailed review of all documentation to ensure that loans meet credit guidelines. 4. Develop and maintain positive working relationship with co-workers, clients and business partners. 5. Meet or exceed production targets. 6. Manage multiple loan files at one time, each with minimal amount of complexity. 7. Escalate any problems that may arise.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education and related training or experience 2. Excellent problem solving skills 3. Excellent written and verbal communication skills 4. Excellent organizational and time management skills 5. Ability to work in a fast paced environment 6. Works well in a team environment 7. Ability to input data accurately and quickly 8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Preferred Qualifications:
1. Six months loan processing experience
OTHER JOB REQUIREMENTS / WORKING CONDITIONS
Sitting/Standing/Walking/Bending/Lifting  Sitting (if checked, indicate frequency) Constantly (More than 50% of the time)  Standing (if checked, indicate frequency) Occasionally (Less than 25% of the time)  Walking (if checked, indicate frequency) Frequently (25% - 50% of the time)  Bending (if checked, indicate frequency) Occasionally (Less than 25% of the time)  Lifting (if checked, indicate pounds) Up to 10 lbs.  Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone.  Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers.  Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need.  Travel (Must select one) Minimal and up to 10% General Description of Available Benefits for
Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work