> Guide clients through the lending process, clearly explaining the bank’s products, terms, rates, requirements, and repayment options to ensure both compliance and alignment with client needs.
> Accurately collect and verify KYC (Know Your Customer) and financial documentation to ensure 100% compliance with bank policies and federal regulations.
> Assess loan applications efficiently by analyzing financial data, identifying and mitigating risks prior to submission, and ensuring a positive borrowing experience while achieving or exceeding lending targets without compromising compliance.
> Provide assistance to Everyday Banking Specialists on lending-related processes, ensuring seamless collaboration and operational efficiency across departments.
