Loan Servicing Analyst

The Loan Servicing Analyst I consist of administrative and customer service responsibilities. The Loan Servicing Analyst I is required to convey an image of professionalism, efficiency, and competence as a member of the Celtic Bank team. This role is expected to deliver exceptional customer service via inbound phone calls and emails by satisfying customer questions and requests. The Loan Servicing Analyst I will be responsible for ensuring compliance with Celtic Bank General Policies as well as state and federal regulations.

Essential Job Functions

• Provide superior customer service with timely responses and accurate information.
• Receive and respond to all incoming customer service-related matters, some examples of which may include balance inquiries and payment history; documentation requests; address changes; calculation of payoff quotes or amortization schedules; creation of memorandums and inter-departmental communication.
• Attend trainings to learn policies, procedures, loan products and types. Gain an understanding of the SBA, Celtic Bank departments, and SBA lending.
• Review, organize, and distribute all departmental mail including mail for service contractors and sponsors.
• Ability to maintain a great attitude and professional disposition with both internal and external parties, especially while handling deadlines, delays, and setbacks.
• Perform other duties as assigned.

Requirements

• Previous office experience and/or banking experience is strongly preferred.
• Detail oriented with the ability to communicate effectively with customers via phone and email.
• Outgoing personality with the ability to properly resolve customer concerns.
• Technical skills - including but not limited to Microsoft Office, internet, and SharePoint/OneDrive.
• Ability to learn quickly, adapt to new processes, and work in a collaborative environment.
• Ability to establish and maintain effective work relationships.
• Undergraduate degree preferred, but not required.

Benefits

• Medical, dental, vision
• 401(k) with employer match
• Life and long-term disability coverage
• HSA and FSA plans
• Holidays and paid time off requests
• Robust wellness program (we’re talking catered meals three times a week, lunch and learns, and onsite gym!)

Headquartered in the heart of downtown Salt Lake City, Utah, Celtic Bank was named a top SBA lender in the nation in 2024! Celtic Bank is a leading nationwide lender specializing in SBA 7(a), SBA 504, USDA B&I, express loans, asset-based loans, commercial real estate loans and commercial construction loans.

Celtic Bank is an equal opportunity employer and complies with all applicable federal, state and local fair employment practices laws.

Physical and Other Requirements

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

• Stationary Work: The employee is frequently required to stand; walk; use hands to type, handle documents, and perform other office related duties. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
• Mobility: The employee in this position needs to occasionally move between work sites and inside the office to access file cabinets, office machinery, etc.
• Communicate: The employee is regularly required to talk or hear and will frequently communicate with others. Must be able to read, write and understand fluent English.
• Work Model: The employee in this position will work either a fully Onsite, or Hybrid work model. All employees, regardless of location, may be required to travel to the Salt Lake City office for mandatory company meetings, events, or related occasions.
• • Utah-based employees: Hybrid work schedule available after initial training period in our Salt Lake City, Utah office – department and job requirements will determine eligibility.