Loan Operations Specialist

CENTRAL BANCOMPANY, INC.•Jefferson City, MO
•Onsite

About The Position

The Loan Operations Specialist plays a vital role in supporting the daily operations of our financial institution. This position is responsible for efficiently handling loan documentation, customer service, account management, and administrative tasks while maintaining a high standard of accuracy and professionalism.

Requirements

  • High school diploma or equivalent required
  • Strong organizational and time management skills.
  • Excellent communication and customer service abilities.
  • Attention to detail and ability to handle confidential information

Nice To Haves

  • Prior experience in banking, lending, or financial services is highly desirable.
  • Proficiency in computer systems, especially Accu and Encore platforms, is preferred.

Responsibilities

  • Answer incoming phone calls, direct inquiries to appropriate departments, and provide prompt, courteous assistance to clients and team members.
  • Assist customers with general inquiries, account information, and support needs, delivering a superior client experience.
  • Run financial transactions using the Encore platform, maintaining accuracy.
  • Assist with the management of the floorplan program, including monitoring inventory, processing advances, and ensuring program compliance.
  • Process loan advances in accordance with established procedures and timelines.
  • Process returned mail to update customer records and maintain accurate contact information.
  • Assist in the daily opening, sorting, and distributing of mail.
  • Perform other duties as assigned by management to support departmental and organizational goals.
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