Loan Service Specialist I

United Business Bank Career Opportunities•Walnut Creek, CA

5d•$28 - $30•Onsite

About The Position

The Loan Service Specialist I (LSS I) is an onsite position and does not have remote opportunities. The Loan Service Specialist (LSS I) builds meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team. Under general supervision, the LSS I is responsible for various loan servicing functions that are not limited to processing loan payments, including advances and pay downs, assisting with loan boarding and maintenance activities, and posting loans transactions timely and in accordance to Bank policies and procedures. While providing efficient and professional services to all clients, the LSS I monitors incoming mail and the Loan Servicing email inbox to resolve and process general requests and forwards payoff demand requests to the Loan Service Specialist II for processing. The LSS I will perform tasks to resolve discrepancies associated with payments and General Ledger clearing and will upload appropriate documents to the imaging system as assigned. The LSS I demonstrates strong teamwork, accountability, and adaptability to support their function and to assist the Loan Service Manager and department with other duties as assigned. All duties are to be performed accurately, timely, and efficiently and in accordance with Bank policies, procedures and regulatory guidelines.

Requirements

High school graduate or equivalent.
Some college or relevant training.
Office experience required, loan servicing or banking support preferred.
Good communication skills.
Professional appearance, dress, and attitude.
Strong math skills.
Good time management skills.
Ability to use Microsoft Office software package with basic Excel skills.
Ability to operate standard office equipment including computer, adding machine, copy machine, fax machine, and telephone.

Nice To Haves

Bachelor's degree preferred.
Basic understanding of banking regulations and standard banking practices.
Basic understanding of lending process, documents, terminology, regulations and standard banking practices, preferred.
Knowledge of Loan Services policies and procedures, preferred.

Responsibilities

processing loan payments, including advances and pay downs
assisting with loan boarding and maintenance activities
posting loans transactions timely and in accordance to Bank policies and procedures
monitors incoming mail and the Loan Servicing email inbox to resolve and process general requests and forwards payoff demand requests to the Loan Service Specialist II for processing
perform tasks to resolve discrepancies associated with payments and General Ledger clearing
upload appropriate documents to the imaging system as assigned
assist the Loan Service Manager and department with other duties as assigned