Client Direct Auto Loan Officer - Jacksonville, Fl

Bank of America Bank of America · Banking · Jacksonville, FL

This role is responsible for handling auto loan requests via telephone, ensuring client satisfaction, and managing the loan process from origination to closing. It requires adherence to all regulations and involves using internal systems to review client relationships. The role also includes providing technical and sales training to associates.

What you'd actually do

  1. Demonstrates excellent client service skills through actively listen to incoming client phone calls regarding auto loan applications
  2. Ensures compliance with all Customer Identification Program (CIP) and Know Your Customer (KYC) regulations by using various authentication tools to avoid fraudulent activity and high risk transactions
  3. Oversees the loan process from start to finish by guiding clients through each step and quickly identifying and dispositioning scenarios to provide advanced problem resolutions
  4. Handles situations which may require adaptation of response or extensive research according to the client's response
  5. Identifies and engages internal bank partners as necessary on collaborative solutions

Skills

Required

  • 1+ years of call center experience or equivalent
  • Excellent verbal and written communication skills
  • General computer skills
  • Strong typing skills

Nice to have

  • Bank-related automotive financing

What the JD emphasized

  • compliance with all regulations
  • compliance with all Customer Identification Program (CIP) and Know Your Customer (KYC) regulations