Loan Support Specialist

Position Description

Summary

The position of Loan Support Specialist is responsible for performing routine and intermediate duties related to consumer and commercial loan applications.  Generates consumer, commercial and SBA loan documentation; processes customer loan payments and advances; boards loan and images loan documentation on the Bank's core and imaging systems; promotes business for the Bank by maintaining excellent customer relations and referring customers to appropriate staff for new services.

Essential Duties

• Completes commercial/consumer loan document requests
• Reviews loan documentation for accuracy
• Boards signed loans to core maintaining data integrity
• Responsible for the disbursement of new loan funds
• Indexing of loan documentation to imaging system
• Prepare and maintain collateral files, ensuring complete and accurate documentation
• Detail and accuracy are a must
• Be able to effectively prioritize in a high-paced environment

Other Duties

• Responsible for successfully completing assigned training courses
• Responsible for following Bank Procedures and Policies, including Privacy Policy, Network Security Policy and Personal Computer Policy
• Explains, promotes, or recommends bank products & services.
• Works to build strong relationships with Team Members in order to meet our TEAMWORK VALUES.
• Provides EXTRAORDINARY CUSTOMER SERVICE as outlined in our Service Standards.
• Maintains customer confidence and protects Bank Customers and the Bank by keeping information confidential

Supervisory Requirement 

None.

Environment and Physical Activity

While performing the duties of this job, the employee is regularly required to stand; sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear.  The employee must occasionally lift and/or move up to 15 pounds.  Specific vision abilities required by this job include close vision, and ability to adjust focus.

The incumbent for this position may operate any or all of the following: telephone,  copy and fax machines, adding machine (calculator), scanner and image systems, computer terminal, laptop computer, personal computer and related printers, or other equipment as directed.

The noise level in the work environment is usually moderate.

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

Mental Demands

Works on assignments that are complex in nature where judgement is required in resolving problems and making routine recommendations.  Normally receives no instruction on routine work. 

The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, reasoning, math, language, presentations, verbal communication, written communication, analytical reasoning, stress, training others, multiple concurrent tasks and constant interruptions.

Minimum Requirements

Education/Experience:

1. 2+ years LaserPro experience preparing consumer/commercial loans required
2. 2 + years experience working in a loan servicing department required
3. Understanding of Bank regulatory compliance for commercial, residential and consumer loans
4. Understanding of loan documentation and the perfection of security interest
5. Minimum High school diploma or equivalent