What are the responsibilities and job description for the Consumer Loan Specialist position at Insight Global?
Must Haves:
- Experience with maintenance of loans: lines of credit, payments, account closes
- Experience with CheckVision
- Strong excel skills
- Strong data entry skills
PCL Cash is responsible for Transactional Maintenance on lines of credit. We process payments, payoffs, and reversals.
Job Duties
- Process transactional maintenance on lines of credit, including payments, payoffs, reversals, and account closings.
- Ensure internal accounts are cleared within required time frames and meet strict SLAs and regulatory requirements.
- Work out of MSP to complete loan maintenance tasks and manage task queue.
- Use internal tools for research and processing:
- ESS for borrower and account information.
- EDR for document retrieval and imaging requests.
- LMR to work internal requests and update notations.
- CheckVision to access check and ticket images.
- Utilize Microsoft Teams, Outlook, and Excel for communication, scheduling, and data tracking.
- Track and reconcile work accurately, documenting daily production in SharePoint.
- Complete end-of-day balancing and month-end clearance of all items before leaving.
- Apply basic math skills to validate transaction accuracy.
- Investigate discrepancies by asking critical questions such as “What happened?” and “Why did it happen?” to resolve issues.
- Escalate unresolved issues to team leads or managers promptly.
- Collaborate with team members on group responsibilities while working independently on assigned tasks.
- Maintain a high level of attention to detail to ensure customer impact is minimized.
- Handle limited customer communication via email, primarily using prewritten responses for authorizations.
- Participate in weekly team meetings and complete phased training with shadowing and mentoring.