Loan Account Specialist II
About The Position
Within the Credit Oversight team, the Loan Account Specialist II focuses on processing of consumer and commercial loan payments, payoffs, draws, funding and charge offs. The role involves initiating wires, parking uploads of general ledger tickets, and monitoring, reviewing, and reconciling departmental general ledger accounts and reports. It also includes second-day review of maintenance transactions and error resolution, monitoring departmental mailboxes, answering customer inquiries, and resolving routine problems. The specialist may also help create instructions and establish guidelines to perform job functions, calculate loan items and changes such as interest and payments, and adapt procedures, processes, tools, equipment, and techniques to meet more complex requirements.
Requirements
- High school diploma or equivalent
- 2 years Commercial and/or Consumer loan experience
- Knowledge of consumer and/or commercial loans
- Strong knowledge of Microsoft Office products
- Strong analytical and problem solving skills
- Strong attention to detail
- Strong ability to organize and prioritize work
- Strong ability to meet deadlines
- Strong teamwork skills
- Strong verbal and written communication skills
- Strong 10 key, alpha, numeric and visual comparison skills
- Accounting skills
- Ability to read and interpret loan documentation
- Ability to communicate clearly with coworkers, managers, business partners and customers
Responsibilities
- Initiate wires
- Park uploads of general ledger tickets
- Monitor, review, and reconcile departmental general ledger accounts and reports
- Second day review of maintenance transactions and error resolution
- Monitor departmental mailboxes, answer customer inquiries, and resolve routine problems
- Help create instructions and establish guidelines to perform job functions
- Calculate loan items and changes such as interest and payments
- Adapt procedures, processes, tools, equipment, and techniques to meet the more complex requirements of the position
Benefits
- Paid Time Off
- a 401(k) matching program
- annual incentive pay
- paid holidays
- a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- health savings, flexible spending, and dependent care accounts
- adoption assistance
- an employee assistance program
- fitness reimbursement
- tuition reimbursement
- an associate wellbeing program
- an associate emergency fund
- various associate banking benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
