Consumer-Small Business Loan Ops Client Specialist I

Woodforest National Bank • The Woodlands, TX

13d

About The Position

Take the next step toward your new career today!

Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At Woodforest we care and prove it by volunteering with local charities and foodbanks to give back to the communities we serve. By joining Woodforest you will become a part of one of the largest employee-owned banks in the country!

The Consumer/Small Business Loan Ops Client Specialist I - is responsible for providing excellent customer service to Consumer and Small Business clients including internal and external customers, assisting with their requests, questions, and concerns. This includes processing service requests, posting payments, quoting payoffs, account updates, resolving or escalating complaints, and providing accurate information.

Requirements

• Proficiency with Microsoft Office (Excel, Word, Outlook, SharePoint) and ability to navigate financial software applications (Mozart, Bancline).
• Willingness to assist clients in a positive manner.
• Effective listening and clear communications skills, both written and verbal.
• Excellent organizational and data entry skills, ability to maintain accuracy and meet deadlines.
• Demonstrate strong attention to detail, multi-task with ability to follow-up until tasks are complete.
• Demonstrated ability to maintain composure, use positive language, have patience, and convey a positive attitude while interacting with clients and internal team members.
• Customer service orientation with effective problem-solving abilities.
• 2+ years of customer service experience in the banking or financial services industry required. Branch experience preferred.
• High school diploma or equivalent.

Nice To Haves

• Branch experience preferred.

Responsibilities

• Answer incoming calls; communicate directly and build strong business relationships with clients, as well as internal and external service providers.
• Return phone calls in a timely manner and provide excellent customer service to both internal and external clients.
• Responsible for responding promptly to requests submitted electronically or via US mail.
• Effectively communicate and coordinate with internal departments to resolve matters and/or find solutions.
• Professional attitude concerning client’s confidential information.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED