Loan Support Specialist

Peoples Bank and TrustHutchinson, KS
1dOnsite

About The Position

The Loan Support Specialist works to complete any administrative tasks necessary to process new loans and process loan payments for branch customers. This position is responsible for several reporting functions related to branch’s existing loans. This position is also responsible for ordering, receiving, and recording any necessary loan documentation in order to comply with bank policies and loan regulations.

Requirements

  • High School Diploma or equivalent required
  • Full knowledge of loan services offered by Peoples Bank and Trust, understanding of all PBT policies and procedures related to loan services provided, knowledge of reports required to maintain and track outstanding loans
  • 2+ years banking experience preferred
  • Attention to detail, strong written and verbal communication skills, self-motivation, self-management, ability to consistently follow through on tasks, problem-solving, organized, analytical, interpersonal, customer relationship building, time management, computer literacy, and a strong ability to multi-task
  • Ability to speak effectively and communicate clearly
  • Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel
  • The employee is regularly required to type throughout the day
  • The employee is regularly required to use their hands to type and maneuver a mouse
  • Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts)
  • The employee must occasionally lift and/or move up to 20 pounds (unassisted) as well as stand, sit, bend, kneel, squat, and walk for long periods of time
  • Ability to deal with a variety of variables under only limited standardization.
  • Strong numeric capabilities; Ability to add, subtract, multiply and divide in all units of measure using whole numbers and common fractions.
  • Ability to read, analyze, and interpret documents. Ability to communicate clearly.

Nice To Haves

  • Bachelor’s degree in business, finance, or related field preferred
  • 2+ years banking experience preferred

Responsibilities

  • Retrieve all necessary documentation to process new loans
  • Assist loan officers by submitting loan orders and clearing document exceptions
  • Ensure required documentation is received, printed, and ready for loan closing
  • Communicate with Loan Operations Department to coordinate loan funding and booking
  • Perform post-closing review
  • File appropriate collateral documentation to perfect liens
  • Assemble, scan, and index loan files
  • Process loan payments and draws
  • Process paid in full loans and release collateral
  • Process invoice payments using accounts payable functions in bank’s database
  • Maintain knowledge of loan policies and procedures
  • Demonstrate a commitment to PBT’s customer service philosophy
  • Assist customers with account inquiries
  • Provide courteous service to loan and deposit customers in person, over the phone, and through email communication
  • Various other duties as assigned
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