Summary

The Loan Operations Specialist plays a vital role in supporting the daily operations of our financial institution. This position is responsible for efficiently handling loan documentation, customer service, account management, and administrative tasks while maintaining a high standard of accuracy and professionalism.

Key Duties and Responsibilities

• Insurance Scanning: Scan insurance documents weekly to ensure all files are up-to-date and accessible for compliance and audit purposes.
• Document Management: Upload loan documents to the Accu system, ensuring that all records are complete, accurate, and properly filed.
• Phone Support: Answer incoming phone calls, direct inquiries to appropriate departments, and provide prompt, courteous assistance to clients and team members.
• Customer Assistance: Assist customers with general inquiries, account information, and support needs, delivering a superior client experience.
• Transaction Processing: Run financial transactions using the Encore platform, maintaining accuracy.
• Account Opening: Open Home Equity Line of Credit (HELOC) and Construction Checking accounts in Encore, ensuring all required documentation is properly completed and processed.
• Floorplan Program Oversight: Oversee the management of the floorplan program, including monitoring inventory, processing advances, and ensuring program compliance.
• Advances Processing: Process loan advances in accordance with established procedures and timelines.
• Product Reviews: Perform product reviews for new and renewed loans.
• Customer Communications: Send Welcome Letters to new customers, ensuring timely and accurate communication.
• Returned Mail Handling: Process returned mail to update customer records and maintain accurate contact information.
• Assist in the daily opening, sorting, and distributing of mail.
• Additional Duties: Perform other duties as assigned by management to support departmental and organizational goals.

Qualifications:

Qualifications

• High school diploma or equivalent required
• Prior experience in banking, lending, or financial services is highly desirable.
• Strong organizational and time management skills.
• Excellent communication and customer service abilities.
• Proficiency in computer systems, especially Accu and Encore platforms, is preferred.
• Attention to detail and ability to handle confidential information.

Work Environment

This position requires working in a professional office setting, interacting with customers, colleagues, and management on a daily basis. The Loan Operations Specialist should be comfortable multitasking, prioritizing responsibilities, and adapting to changing needs.