About The Position

The Loan Support Specialist I provides foundational operational and administrative support for loan servicing and documentation. This role is responsible for executing standardized processes with accuracy, maintaining loan records, and delivering quality customer service while ensuring compliance with established procedures.

Requirements

  • High school diploma required
  • Working knowledge of office systems and data entry
  • Basic proficiency in Microsoft Office (Excel, Word, Outlook)
  • Strong attention to detail and organizational skills
  • Ability to follow procedures and meet deadlines

Nice To Haves

  • 1–2 years of experience in financial services, lending, or administrative operations preferred

Responsibilities

  • Create, organize, and maintain loan files (physical and digital) in accordance with established procedures
  • Audit loan documentation for completeness and accuracy based on checklists
  • Post and update customer and loan information in core systems
  • Process receipt of first payments and maintain supporting documentation
  • Prepare loan packages for digital imaging and ensure proper indexing
  • Maintain tracking logs for loan files, imaging, and document custody
  • File and retrieve loan records in accordance with retention guidelines
  • Respond to basic customer and internal inquiries related to loan accounts
  • Assist customers with forms, appointment scheduling, and general servicing needs
  • Support lobby flow and coordinate with loan staff for customer assistance
  • Execute assigned exception reports and escalate discrepancies
  • Process Adverse Action Notices (AAN) in accordance with procedures
  • Support audit requests by retrieving and organizing required documentation
  • Assist with coverage during staffing shortages as assigned
  • Participate in special projects under supervision
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