Job Description

Job Description

The Loan Processing Specialist is part of the bank’s Lending department and will report directly to the Lead Loan Processing Specialist. The primary responsibility of this position is to provide administrative support to the Lending Department.

This position is also responsible for assisting with the processing of loans and providing many other customer service functions to the bank’s customers.

Administrative: 50%

Have an understanding of bank products and services in order to pro-actively assist customers with their banking questions.

Responsible for answering incoming telephone calls for the branch and forwarding when appropriate.

Add, edit, and delete tickler file information for the branch.

Filing any and all documents related to loan files.

Loan Processing: 40%

Process loan payments and advances for the loan officers and rate changes.

Balances daily transactions.

Process new loans and complete loan worksheets for the loan officers.

Conduct the preliminary file review prior to loan closings to ensure all documentation is accurate.

Other: 10%

As part of the overall team of bank employees, this position may be requested to assist in the support of other bank activities.

Assist with Customer Service Representative functions as needed and/or scheduled.:

Competencies:

Adaptability:

Able to adjust quickly to different work situations and remain composed under pressure and in stressful situations. Must embrace change and see change as an opportunity. Consider themselves as part of a larger bank team and helps build teamwork.

Attention to Detail:

Regard for all important details to assure accuracy in every transaction performed; detect errors; follow through on corrections and details. Able to develop personal tracking/reminder systems to assure that important activities are not missed.

Customer Orientation:

Recognize and respond sensitively to the overall financial needs and priorities of the customer; recognize and take appropriate action to meet their needs; establish an effective working relationship with customers to gain their respect and loyalty.

Mathematical Skills:

Possess the ability to perform basic mathematical calculations. Those include the understanding of the relationships of number and how to perform basic calculations.

Oral/Written Communication:

The ability to express and to communicate thoughts and ideas in a professional, clear, and concise manner, both orally and in written form to a variety of audiences and to all levels of staff.

Professionalism: Projects a positive image of the bank to all internal and external customers at all time along with the ability to work well with others. Helps to build and promote teamwork. 

Time and Work Management:

Ability to effectively manage one's time to complete work according to established deadlines. The ability to prioritize tasks to make the vest use of time for high priority tasks.

Education and Special Requirements:

High school degree or equivalent along with three to five years of administrative support experience preferred.

This job requires skills needed in a typical office environment. This includes computer skills and a working knowledge of Word and Excel, must be able to type, use of ten key communications skills and utilization of typical office equipment.

Internal: BAI Courses: All Staff, Loan Processing

Physical Requirements:

Occasionally lift and carry up to 15–25 pounds (e.g., packages, office supplies).

Prolonged periods of sitting at a desk and working on a computer.

Frequent use of hands and fingers for data entry, handling cash, and operating office equipment.

Visual acuity to read documents, computer screens, and currency.

Occasional travel to client sites or branch locations (if applicable).

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