Loan Processor
Axcess Financial - Cincinnati, OH

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Loan Processor General Function: Process routine installment loan applications that customers have submitted on-line. Verify

customer information. Ensure that loans are set up on the proper date and that all required documentation is accounted for.

Contact prospective customer and ensure acceptance and execution of loan agreements if loan is approved. Follow

established processes to create checks and balances to ensure that all newly funded loans receive consistent verification

and documentation, through focus on 1) client relation 2) time management 3) accountability for performance minimums

4) quality control.

Loan Processor Duties & Responsibilities:

• Verification of customer information, such as home phone, employment, social security

number, and bank account, using Lexis/Nexis or similar product

• Review and audit customer data entry

• Process applications in the loan processing system

• Update returning customer information

• Ensure proper due date of customer loans

• Document customer interactions and capture data in the loan processing system

• Maintain customer files on-line

• Maintain and improve quality results by following standards and recommending improved

policies and procedures

• Escalate unresolved or complex issues first to Loan Representative II, then to Team Lead, if


• Make outbound calls and answer inbound customer calls/emails

• Educate customer on processes such as refinance and IVR procedures

Loan Processor Supervisory Responsibilities: Does not supervise other employees

Skills Description

Minimum Knowledge, Skills and Abilities Required:
• High school diploma or GED equivalent
• One year customer service related work experience
• PC skills; Microsoft Office - Excel, Word, & Outlook
• Ability to work under pressure with strict time deadlines
• Strong written and communication skills to communicate with all levels of management required
• Flexible schedule
• Ability to work as a team and interact with other departments
Working Conditions:
1. Normal office environment
2. Extending viewing of computer screens