Location: Houston, TX
Company: Eco-Life Employment Group
and provides basic cash receipt and payment services in accordance with Bank procedures. The Personal Banker is responsible for developing new business relationships and maintaining existing relationships. The Personal Banker assists Relationship Managers within retail bank locations in the preparation, set up and processing of consumer and commercial loans, and other various duties as assigned.
Principal Duties and Responsibilities: Supports the branch in achieving individual and team goals, while always acting in the customer’s best interest. Provides exceptional customer service to all customers while treating all customers and prospects in a fair and equitable manner. Maintains a
strong working knowledge of bank products and services. Engages customers and prospects through the use of questions to discover financial needs. Presents and educates customers and prospects on the benefits of solutions offered, including digital services and other self-service options.
Actively refers customers to appropriate specialists and other lines of business to fulfill specialized needs. Assists customers with routine inquiries regarding account balances and account information. Proactively seeks prospects for new business through outreach and follow-up. Assists customers by answering questions, researching transactions, etc. while maintaining compliance and policy standards.
Represents the bank in community affairs and civic organizations. Performs additional duties as required.
Regular and reliable attendance. Bilingual Preferred Opens new deposit accounts and performs maintenance as needed on existing deposit accounts including: Prepares account paperwork, receives new account deposits and ensures that all accounts are properly processed. Performs loan assistant functions including: Review loan documents for errors and compliance issues. Assemble loan packages. Perform loan closing on occasion. Remit Deeds, UCC’s, and titles for recording if applicable. Review and work loan exception reports. Prepare and process line of credit draws.
Prepare and submit loan payments. Process payments for loan closing fees to third parties. Verify insurance policies on collateral. Job Specifications: High school diploma or equivalent. Knowledge of loan policies and procedures (1 to 2 years of loan preparation and processing experience preferred) Successful completion of in-house training program or other approved training program. Prefer six month’s experience in the teller function, as well as sales experience, particularly in cross-marketing products and services. Excellent sales, interpersonal and communication skills. Above average computer and keyboard skills Good organizational skills.
Ability to lift up to twenty-five (25) pounds. This position requires S. A. F. E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage. nationwidelicensingsystem. org) can provide information about the requirements for registration. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
EOEThe information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Powered by Jazz HR
Banking jobs refer to positions within banks and financial institutions that deal with money management, investment services, and customer transactions. These roles can range from tellers and customer service reps to investment bankers and financial analysts. Key characteristics of banking jobs include a strong focus on accuracy, customer service, regulatory compliance, and oftentimes, a fast-paced environment. Employees in the banking sector typically need strong numerical skills, attention to detail, and the ability to understand complex financial products and services. With the rise of fintech, banking jobs are also evolving to include more technology-driven positions.
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a supportive environment for you to thrive in. If you have a proven track record of creating lending solutions for your clients, we’d love to have you on our team. Please apply today! Responsibilities: • Communicate a thorough understanding of different loan programs and closing costs to help prospective buyers make a decision• Work closely with industry related professionals to gather and prepare all necessary information to complete underwriting requirements• Manage a large pipeline of loans to ensure your production meets our requirements• Ensure all phases of the loan process are performed in accordance with regulatory and company guidelines• Establish and maintain relationships with realtors,
bank officers, builders, and the community at large in order to retain existing and attract new business Qualifications: • Multiple years of real estate, mortgage origination, or lending required• Current NMLS State License or Federal NMLS Registration• Understand a variety of loans such as: FHA, VA, USDA, conventional, fixed/ adjustable, bridge, non-conforming, FNMA and FHLMC, and Home Equity Lines of Credit• Requires compliance with lending regulations and bank underwriting guidelines and lending policies• Bachelor’s degree from a four year college or university required in banking, business, real estate, or a related field Compensation: $90,000 - $120,000 at plan commission About Company:
We believe in the power of flexibility.
Our cloud-based brokerage model allows you to work remotely, giving you the freedom and convenience to expand in this industry from wherever you choose.
We value your ambition. We understand that as a Loan Officer, having the right support is essential. That's why we provide high levels of support and offer weekly training to help you sharpen your skills and stay ahead of the game. We equip our professionals with top-of-the-line tools. From our high-quality LOS to CRM software, we cover the costs as long as you're closing loans. We don't just talk about doing the right thing – we live it. At PWM, integrity and accountability are at the core of everything we do.
Join our team of elite professionals in our mission to always do what's right for our clients.
