Consumer Loan Processor jobs in Pensacola, FL

Are you interested in the financial industry and have experience processing important client paperwork? Our fast-paced financial firm in Pensacola, FL is looking for a strong, detail orientated Case Designer who can ensure smooth transitions through the client acquisition process. You will work hand-in-hand with the financial advisor to put the clients needs and advisor's vision into an easy to read document.

We are seeking a hard-working, positive individual to join the continuously growing team. If you are seeking a company that cares about team members and clients, we want to talk to you!

Our office prides itself on providing the ULTIMATE client experience. YOU can make a direct impact on our client's financial freedom!!

Minimum Requirements:

• Previous experience in processing new business paperwork. (financial office preferred but not required)
• Intermediate to advanced computer skills desired. Experience with Power Point preferred.
• Experience with Brokerage and Life Insurance accounts preferred.
• Insurance License or Securities License preferred.
• Experience with Investment and insurance applications and transfers preferred.

This position requires that you possess the following skills:

• Strong organizational skills and attention to detail
• Ability to work with important paperwork without much client interaction
• Ability to demonstrate persistence to achieve quality
• Excellent communication – both verbal and written
• Self-directed initiative
• Process driven
• Strong follow-through

Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

• Complete and process all applications for business submitted by agents
• Ensure accuracy of information provided and all forms needed are included when forwarded to the insurance/security agencies.
• Submit all completed in good order applications and forms to the proper agencies.
• Follow-up on pending applications with various insurance/security agencies and transfer companies to keep the application process moving forward.
• Research and analyze application issues and provide problem resolution
• Answer agents requests and respond to their needs in a timely manner
• Additional duties and responsibilities as required by management

Job Type: Full-time

Pay: $42,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• Monday to Friday

Education:

• High school or equivalent (Preferred)

Experience:

• Processing Applications: 1 year (Preferred)

Work Location: In person