Loan Admin Support

POSITION SUMMARY: Provides accurate and timely support to the lending area for all loan types while ensuring applicable policies, procedures and regulations are being followed. Some Interaction with internal and external customers is expected to provide an exceptional customer experience at all times.

PRIMARY ACCOUNTABILITIES AND RESPONSIBILITIES:

ACCOUNTABILITY 1:

Responsible for accurate and timely processing and generation of loan documentation. This includes uploading the loan to the core processing. Tracking and follow-up on loan adjustments including but not limited to payment application, and posting.

ACCOUNTABILITY 2:

Balances uncomplicated loan related general ledgers and internal accounts. Makes contacts to resolve questions, inconsistencies or missing data.

ACCOUNTABILITY 3:

Assists with account research and reports, filing, scanning as needed at the direction of the Loan Operations Team Lead.

ACCOUNTABILITY 4:

Responsible for non-complex external and internal customer inquiries for loan questions, ensuring prompt and accurate problem resolution occurs to ensure satisfactory customer service.

SECONDARY DUTIES AND RESPONSIBILITIES:

• Actively seeks opportunities to strengthen ties between the Bank and the community, while maintaining a positive, professional, and respectful image of the Bank.
• Other duties as assigned.

EDUCATION, EXPERIENCE, AND OTHER REQUIREMENTS:

• High school diploma or equivalent
• One year previous computer skills, preferably including data entry
• Proficient computer skills to include Word and Excel
• Accurate with a strong attention to detail
• Effective problem solving and decision making skills
• Ability to multi-task and handle changing priorities in a deadline oriented environment
• Proficient verbal and written communication skills
• Dependable
• Customer service focus
• The ability to contribute in a team environment, ensuring that departmental and individual goals are met
• Courteous and professional
• Desire and ability to abide by the Bank's core values

PERFORMANCE MEASURES:

• Job knowledge & skills to meet job expectations

• Accuracy and timeliness of work
• Ability to meet productivity standards
• Communication & teamwork
• Adherence to all applicable Bank policies & procedures

ESSENTIAL FUNCTIONS:

• Position requires the individual to remember and recall processes, complete tasks independently, complete tasks that are time defined, learn new tasks or processes, and maintain focus. Uses logic to solve problems as they arise.

• Light office work that is sedentary. Work is performed sitting most of the time with the ability to stand and move at the employee's discretion.
• Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm.
• Visual activity: Close visual acuity to perform activities such as: viewing a computer screen, comparing data and figures.
• Talking: Expressing or exchanging ideas by means of the spoken word; activities where detailed or important spoken instructions must be conveyed to others accurately.
• Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction, and having the ability to receive detailed information through oral communication, and making fine discriminations in sound.
• Fluent English language communication skills including speaking, reading and writing are needed to effectively handle interpersonal and/or customer relationships.