Manage residential loan applications through internal portfolio deals and walk-in customers. Interact with customers and the public in a manner that will enhance marketing.
Essential Duties and Responsibilities:
- Provide exemplary customer service to customers while learning the bank's products, services, and customer service standards through on-the-job training.
- Conduct customer interviews and gather financial information for loan applications. Analyze information and make recommendations under the guidance of experienced lending staff.
- Assist with preparing loan requests and explaining available lending options to customers. Support the loan process while learning loan structure, pricing, and underwriting requirements.
- Provide customers with general information regarding financial products and services while developing knowledge of lending and personal finance concepts through training.
- Participate in community and networking events, with guidance from management, to increase the bank's visibility and support business development efforts.
- Maintain a professional image and uphold the public reputation of the bank by adhering to company policies, procedures, and customer service expectations.
- Complete required training and professional development activities to build knowledge of mortgage lending, regulatory requirements, and bank products.
- Collaborate with experienced team members and seek guidance when handling unfamiliar or complex customer situations to ensure accurate and compliant service delivery.
Required Qualifications:
- High school diploma or equivalent (GED) required.
- 1 year customer service experience required.
- Willingness to complete on-the-job training and develop knowledge of mortgage lending products, regulations, and banking procedures.
Preferred Qualifications:
- Previous mortgage, sales, banking, financial services, or administrative experience preferred
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- High school diploma or equivalent GED
- At least 1 year of customer service experience
- Willingness to complete on-the-job training and develop mortgage lending, regulatory, and banking knowledge
- Previous mortgage, sales, banking, financial services, or administrative experience
First Merchants Corporation Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about First Merchants Corporation and has not been reviewed or approved by First Merchants Corporation.
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Retirement Support — Retirement programs include a 401(k) with employer match and an employee stock purchase plan that are presented as meaningful components of total rewards. These elements are highlighted as strengths relative to other benefit components.
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Leave & Time Off Breadth — Time-off provisions include PTO, bank holidays, bereavement, paid parental leave, and paid volunteer time. These elements can help offset concerns about base pay in some roles.
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Parental & Family Support — Paid parental leave is explicitly offered and positioned alongside PTO and holidays to support family needs. This support contributes to a more balanced work–life setup.
First Merchants Corporation Insights
What We Do
First Merchants Corporation is the largest financial services holding company in Central Indiana, headquartered in Muncie, Indiana. The Corporation has one full-service bank charter, First Merchants Bank. The Bank also operates as First Merchants Private Wealth Advisors (as a division of First Merchants Bank). First Merchants Corporation’s common stock is traded on the NASDAQ Global Select Market System under the symbol FRME. First Merchants offers customers broad financial services throughout locations in Indiana, Ohio, Illinois and Michigan providing: • Commercial Banking (business) – checking, treasury management, card services, financing, loans, electronic banking, online and mobile banking. • Personal Banking (consumer) – checking, savings, CDs, mortgages, loans, IRAs, HSAs, online and mobile banking. • Private Wealth Advisors - trusts, investments, 401(k) plans, 403(b) plans, profit sharing plans, pension plans, cross-tested plans, cash balance plans, Flexible Spending Accounts, IRAs, SEP IRAs, and succession planning. First Merchants is committed to customers by: • Developing strong relationships. o As financial advisors – our professionals listen and provide solutions o The tenure of our professionals averages eight years, meaning you will enjoy continuity of service o We hire local professionals from the communities we serve • Customers benefit from local decision making. o Decisions are made faster o The process is streamlined, with each customer having a single point of contact. o Our financial professionals are empowered to develop tailored solutions. • The local communities we serve benefit from First Merchants’ involvement and support.
