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Loan Processor

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SWAN Capital

2021-12-03 07:32:24

Job location Pensacola, Florida, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Are you interested in the financial industry and knowledge of processing important client paperwork? Our fast-paced financial firm in Pensacola, FL is looking for a strong, detail orientated New Business Processor to ensure the client acquisition process from application submission to policy delivery is as smooth as possible.

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 excel preferred.
  • Experience with Brokerage and Life Insurance accounts
  • 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: $40,000.00 - $60,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching

Schedule:

  • Monday to Friday

Education:

  • High school or equivalent (Preferred)

Experience:

  • Fair Housing regulations: 1 year (Preferred)
  • Customer service: 1 year (Preferred)

Work Location: One location

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