Loan Operations Specialist I (Customer Service)

Poppy Bank•Santa Rosa, CA

7d•$22 - $30•Onsite

About The Position

The Loan Operations Specialist I provides customer service, administrative, and clerical support to the Lending Department. This role processes routine loan transactions, responds to customer and internal inquiries, and supports daily departmental operations. The incumbent ensures accurate handling of daily operational tasks, maintains organized records, and supports department workflows. This position requires that the individual work in office. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations.

Requirements

Minimum 2 years of administrative support and/or receptionist duties
Intermediate computer skills using Microsoft Word, Excel, PDF
Prioritize and manage multiple tasks and competing priorities
Ability to multi-task in a fast-paced environment

Nice To Haves

Preferred knowledge in lending, real estate or banking

Responsibilities

Provides assistance to visitors, customers, and vendors
Answers incoming calls and forwards calls to appropriate personnel or department providing an introduction at transfer
Monitors and responds to designated group email inbox
Provides basic administrative support and maintains supplies to Lending Departments
Performs other clerical duties as needed, such as filing, scanning, and photocopying
Assists with various analyzing, formatting, and distribution of various reports
Process loan payments and paydowns
Enter and maintain accurate loan data
Prepare and input of ACH and Cashier’s Checks
Maintain confidentiality of customer and loan information
Escalate complex or non-routine issues to higher-level team members
Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed
Other duties as assigned