Loan Support Specialist I

Lea County State Bank•Hobbs, NM

3d•$17 - $24•Onsite

About The Position

This role provides essential support for loan and lease operations, focusing on customer service, documentation, reporting, and maintaining the safety and security of the bank. The specialist will handle customer inquiries, prepare reports, process loan documentation, disburse funds, manage loan files, and ensure compliance with security policies.

Requirements

Working knowledge of documentation requirements for all routine consumer and non-complex commercial loan types.
Ability to prepare standard reports for loans and leases.
Proficiency in processing loan documentation.
Skills in closing loans and disbursing funds.
Experience in maintaining loan document files.
Ability to prepare correspondence and clear documentation exceptions.
Experience with payment notices and ledger tickets.
Proficiency in performing clerical functions like photocopying and ordering supplies.
Ability to schedule meetings and appointments.
Understanding of safety and security protocols.
Ability to maintain situational awareness.
Compliance with bank security policies and procedures.
Completion of information security training.
Ability to recognize and handle suspicious emails.
Understanding of relevant Bank Policies and Procedures for safety and information security.

Responsibilities

Provide prompt and efficient customer service, responding to inquiries via various communication channels.
Prepare standard reports for loans and leases.
Process loan documentation for approved new, renewed, or modified loans, demonstrating knowledge of documentation requirements for routine consumer and non-complex commercial loans.
Close loans, disburse funds, maintain loan document files, and send collateral documents for booking.
Prepare correspondence, clear documentation exceptions, mail payment notices, open mail, and prepare ledger tickets.
Perform clerical functions such as photocopying, obtaining files, obtaining cashier's checks, and ordering department supplies.
Schedule meetings and appointments.
Complete or oversee the completion of reconciliation/certification of bank-controlled accounts for insurance proceeds.
Ensure the safety and security of team members, customers, and the Bank.
Perform duties in a manner that ensures personal and team member safety.
Maintain situational awareness and notify management of unusual activities.
Understand and comply with the Bank's security policies and procedures.
Complete assigned monthly information security training and apply concepts in daily duties.
Recognize and appropriately handle suspicious or compromising emails.
Understand and comply with other Bank Policies and Procedures relevant to Safety and Information Security.