Teamwork and collaboration
Customer service
Problem-solving
Multitasking Abilities
Assist customers with daily account questions and with opening new accounts.
Review loan documents for accuracy
Requesting financial information from customers to keep their files up to date.
Excel and Word programs
daily use
Organizational skills with saving and documenting loan files.
Pulling multiple reports for 5 loan officers and maintain the renewals and exceptions. (1 Mid-Market Lender
1 Commercial Lender
2 Business Bankers and 1 Wealth Management)