Loan Support Specialist

First BankGreensboro, NC
4d

About The Position

The position of Loan Support Specialist is responsible for assisting the field with questions regarding all Loan policies and procedures and systems via email & phone. These questions include but are not limited to Loan origination, Loan servicing, product offerings, document and imaging, Bank initiatives, etc.

Requirements

  • High school diploma or general education degree (GED); or the equivalent combination of education and experience.
  • Work related experience should consist of duties in a business environment.
  • Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related.
  • Requires extensive knowledge of branch and bank operations, including but not limited to: teller functions, new account functions, branch security, regulatory compliance, safe deposit, night deposit, and ATM's.
  • Requires knowledge of training administration and training development.
  • Requires extensive knowledge of procedure administration and development.
  • Requires knowledge of branch performance measurement, including but not limited to: Teller balancing standards and performance, Branch cash limits and usage, Branch self-assessment activities (audit), Branch operational losses.
  • Requires knowledge and application of project management skills. Requires analytical, problem solving and communication skills.
  • Generally, requires several years of Loan experience
  • In-depth knowledge of banking operations
  • Excellent communication skills required
  • Strong organizational and planning skills required
  • Position requires excellent oral and written communications skills. Involves routine contact with all levels of personnel within the Bank.

Responsibilities

  • Handles inquiries from branch employees via telephone and/or email.
  • Partners with the Training Department to understand new Bank initiatives, systems, processes, etc. to provide consistent answers and support to branch employees.
  • Partners with all Bank Operations to stay abreast of operational issues and provide consistent answers and support to branch employees.
  • Researches and responds to questions that are not easily answered.
  • Schedules and hosts conference calls with assigned branches/regions to share information and field questions.
  • Writes and maintains procedures.
  • Performs project work as assigned.
  • Performs project work as assigned which may include new equipment installations and training, supporting bank conversions, and providing one-on-one training as needed in policy and procedural areas.
  • Completes annual compliance courses.
  • Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act.
  • Adheres to all levels of our Service Excellence standards.
  • Performs other duties as required.
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