Teller/Savings/Loan Clerk
CurrentReceive cheques, money, debit and credit payments from clients.Solve any issues that pertain to the transactions.Answer all accounts- and banking-related inquiries.Follow company procedures to count and manage all the funds they receive from customers.Review loan application materials and closing documents for potential borrowers and check the accuracy of the informationAsk questions to loan applicants about their financial history and personal information to get a more accurate picture of borrowers’ suitabilityGather all appropriate paperwork and materials for loan application closing, such as tax forms, title documents, insurance information and loan termsEnter information about the loan details, the terms, the information from the application and the funds received into a computerized databaseVerify the details of the customer’s collateral when required in the loan application by interviewing the customer and researching informationCrosscheck customer financial and personal data by conducting credit checks and background checks and contacting employer and personal referencesCompose loan application letters, closing documents, forms, bank letters, requests for more information and other types of correspondence by using word processing softwareInform customers about loan terms and the repayment procedures upon loan approval and answer any questions about the process.