What are the responsibilities and job description for the Loan Research Specialist I position at Frost?
Job Description
It’s about expecting great things and making them happen.
Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Loan Research Specialist I with Frost could be for you.
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.
Who You Are
As a Loan Research Specialist I with Frost, you are our quality control. In this role, you will be responsible for reconciling, monitoring, researching, and clearing items from various general ledger and clearing accounts. You will use your investigate skills and observant mindset to process payments and advances, make corrections, and update information to the appropriate loan system. You enjoy interacting with customers and will play a key role in addressing issues and questions involving loan systems both internally and externally. More than that, this role is about ensuring a seamless loan systems experience and doing so with our signature all-win approach in mind.
What You’ll Do
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
It’s about expecting great things and making them happen.
Do others describe you as dependable and hardworking? Do you have a knack for paying attention to all the small details? Do you like working in a behind the scenes environment and have a goal-oriented mindset? If so, being a Loan Research Specialist I with Frost could be for you.
At Frost, it’s about more than a job. It’s about having a flourishing career where you can thrive, both in and out of work. At Frost, we’re committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you’ll become part of Frost’s over 150-year legacy of providing unparalleled banking services.
Who You Are
As a Loan Research Specialist I with Frost, you are our quality control. In this role, you will be responsible for reconciling, monitoring, researching, and clearing items from various general ledger and clearing accounts. You will use your investigate skills and observant mindset to process payments and advances, make corrections, and update information to the appropriate loan system. You enjoy interacting with customers and will play a key role in addressing issues and questions involving loan systems both internally and externally. More than that, this role is about ensuring a seamless loan systems experience and doing so with our signature all-win approach in mind.
What You’ll Do
- Prepare a recalculation spreadsheet to correct loans on the Commercial and Installment Loan Systems
- Review transactions for accuracy and notify appropriate personnel of any errors found
- Retrieve and review reports daily to compare loan transactions and adjustments to the systems daily activities
- Process payments, advances, maintenance, terminations, charge-offs and non-accruals
- Provide assistance to internal and external customers with issues and questions involving loan systems, transactions, and other miscellaneous items having to do with loans and leases
- Correct discrepancies found
- May prepare various monthly reports for upper management
- Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
- Strong analytical and organizational skills
- Multi-task oriented
- Self-starter
- Ability to work independently
- Proficient in Microsoft computer applications
- Excellent written and verbal communication skills
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
- Medical, dental, vision, long-term disability, and life insurance
- 401(k) matching
- Generous holiday and paid time off schedule
- Tuition reimbursement
- Extensive health and wellness programs, including our Employee Assistance Program
- Referral bonus program more!