2 customer service officer jobs found in Boardman

Description Summary: The Mortgage Loan Officer - Retail position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED...

Description Summary: Responsible for managing incoming Draw and Advance Requests from Regional Banking Customers. This role ensures customers are within their project budget and all applicable documentation is collected and retained. Duties and Responsibilities: Supports Regional Banking production by managing the customer draw requests post loan booking within a timely manner. Appropriately reviews and organizes pertinent documentation and information for the advance request to ensure within budget and availability of funds Adheres to policy and procedures regarding Customer callback and authentication Requests would typically include draw requests with less complexity, would exclude real estate or significant leasehold projects. Tasks as needed to support the line of business and job family Performs other duties as assigned. Basic Qualifications:  Bachelor's degree 1+ years’ business or...