Loan Account Specialist II

UMB Bank • Kansas City, MO

2d

About The Position

Within the Credit Oversight team, the Loan Account Specialist II processes consumer and commercial loan payments, payoffs, draws, funding, and charge-offs. The position also supports general ledger activity, transaction review, customer inquiries, and loan calculations. It may adapt procedures, processes, tools, equipment, and techniques to meet the more complex requirements of the role.

Requirements

• High school diploma or equivalent.
• Two years of commercial and/or consumer loan experience.
• Knowledge of consumer and/or commercial loans.
• Strong knowledge of Microsoft Office products.

Responsibilities

• Initiate wires.
• Park uploads of general ledger tickets.
• Monitor, review, and reconcile departmental general ledger accounts and reports.
• Perform second-day review of maintenance transactions and resolve errors.
• Monitor departmental mailboxes, answer customer inquiries, and resolve routine problems.
• Help create instructions and establish guidelines for performing job functions.
• Calculate loan items and changes, such as interest and payments.
• Adapt procedures, processes, tools, equipment, and techniques to meet more complex position requirements.

Benefits

• Paid time off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Associate banking benefits

What This Job Offers

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