What are the responsibilities and job description for the Loan Boarding Specialist position at THE EVANGELINE BANK & TRUST COMPANY?
Duties/Responsibilities:
- Books loans after loan closing
- Maintains credit and collateral files
- Maintains original signed documents
- Processes and mails all paid out loan documentation
- Assists with working pending files and loan collateral tracking list
- Performs daily maintenance for loans including processing loan payments, loan extensions, and responds to payoff requests and credit confirmations
- Answers phone calls and assists Loan Officers, other bank employees, and customers with various issues
- Checks queue system daily and performs required tasks
- Handles returned checks
- Performs year end records retention
- Assists Loan Operations Officer with various department functions
Required Skills/Abilities:
- Excellent verbal and written communication skills.
- Trustworthiness and the ability to act with integrity.
- Basic math skills.
- Thorough understanding of customer service.
Education and Experience:
- High school diploma or equivalent is required.
- Prior experience with loan processing preferred.
- Prior banking experience preferred.
Physical Requirements:
- Must be able to lift up to 15 pounds at times.
- May need to sit or stand for long periods of time.