Summary/Objectives: The Loan Support Specialist performs various duties to ensure the accuracy of loan information in the bank’s core software. Essential functions: Verify proper upload of loan data, including terms, rates, borrower details, and collateral. Manually upload secondary market loans to the core system. Perform loan maintenance and assist with government-guaranteed loan requirements. Track purchased, sold, and participated loans; assist with collateral filings, tracking, and release. Ensure core information accuracy through project completion. Secure and log collateral documents; research and complete continuations as needed. Review closed loan reports daily and manage the mailing of paid Promissory Notes. Handle incoming mail, including Clerk’s Office items, and maintain collateral records. Scan, track, and file collateral documents, ensuring checklists and due dates are set. Request, monitor, and deliver appraisals and internal evaluations. Perform notary work as required. Actively participate in customer, community, and public relations activities to increase the bank’s visibility and enhance new business opportunities. Additional duties as assigned, as they relate to the position. Competencies: Knowledge of bank policies, procedures, and regulations Attend training on bank/job-related topics Willing to work on other projects as necessary Detail-oriented Candidate must be a people person Candidate must always act professionally Able to handle confidential information Proficient in Microsoft Suite (Word, Outlook, PowerPoint, and Excel) Ability to work both independently and as part of a team Computer savvy: able to learn new software quickly Self-motivated and persistent in following through and learning quickly Excellent communication skills – both verbal and written Problem solver Independent decision maker within authority limits Commitment and continuous demonstration of ethical behavior and willingness to adhere to all company policies and current financial legislation. Conform to the Bank’s core values, which are: Exceptional Customer Service- Everyone matters, always. Family Driven- Ours, yours, we put family first. Community Focused- Our communities are the backbone of our business. Communication- Open, clear, and honest communication is key. Teamwork- Individuals working together to achieve a common goal.
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Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
11-50 employees