Customer Service Specialist 1

Hancock Whitney•New Orleans, LA

5d•Onsite

About The Position

Responsible for all states; supports lenders and branches to handle customer’s needs (loan system boarding and loan system maintenance) and questions on loan accounts serviced on the loan system and accurately codes and reviews loan policies and regulations necessary to process and upload loans to the loan servicing system.

Requirements

Associate Degree or equivalent work experience
Six months to 1 related experience and/or training
Exhibits strong verbal and written communication skills
Proficient operation of Microsoft Office Products such as Word, Excel, Access, and PowerPoint
Excellent verbal and written communication skills in order to communicate effectively with customers and bank personnel
Must be able to establish and maintain a high level of credibility with all levels of internal and external customers
Detail oriented
Excellent organizational/planning/project management skills
Ability to formulate sound conclusions and recommend optimal course of action based on analysis
Ability to work under stress and meet deadlines
Ability to operate a keyboard if required to perform the essential job functions
Ability to read and interpret a document if required to perform the essential job functions

Nice To Haves

Certification in Banking Regulations (Reg. B, Reg. CC, Reg. O, Reg. Z)
Certification in HMDA Compliance
Certification in CRA, RESPA, RMR Regulations

Responsibilities

Boards new/renewed loan transactions to the ALS and CL Systems.
Servicing transactions for all states.
Reviews and codes loans to be loaded into the loan system requiring knowledge of loan policy and regulations to enter correctly.
Contacts preparers of source documents to resolve questions, inconsistencies or missing data.
Enters alphabetic, numeric, or symbolic data from source documents into system following format displayed on screen and enters necessary codes.
Compares data entered with source documents on screen to detect errors.
Works and clears loan system unposted transactions on a daily basis.
Works and clears loan clearing general ledger entries.
Makes necessary corrections to information entered.
Researches and processes customer loan payments daily.
Processes loan maintenance daily based on loan policy and procedures.
Performs all other duties/special projects as assigned.
Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.